Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | -0.02% | -0.11% | 2.18% | -2.6% | 3.27% | 3.16% | 3.68% | 5.31% |
Growth return | -0.02% | -0.11% | 2.18% | -2.6% | 3.27% | 3.16% | 3.68% | 5.31% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
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Total return | 1.9% | 5.39% | 7.14% | 12.12% | 12.75% | 11.38% | 8.95% | 8.08% |
Type | Description |
Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth | |
Closed | |
SUNCORP Life and Superannuation Limited | |
SUN0006AU | |
Multisector Growth | |
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|
Investment Fund | |
1 Apr 1995 | |
$1.03 million (as at 30 Jun 2014) | |
$32.9041 (as at 12 Nov 2020) | |
$32.8351 (as at 12 Nov 2020) | |
Suppressed |
Type | Description |
MER | 1.95% (as at 30 Jun 2006) |
Indirect Cost Ratio (ICR) | 2% (as at 30 Jun 2013) |
The objective of the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is N/A
The strategy of the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is N/A
The APIR code of the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is SUN0006AU.
Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth’s total return last month was -0.02%. This was made up of a growth return of -0.02% and an income return of 0%. These returns were calculated as at 31 Oct 2020.
Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth’s total return for the last three months was -0.11%. This was made up of a growth return of -0.11% and an income return of 0%%. These returns were calculated as at 31 Oct 2020.
Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth’s one-year total return is -2.6%. This was made up of a growth return of -2.6% and an income return of 0%. These returns were calculated as at 31 Oct 2020.
Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth’s one-year total return is 3.16%. This was made up of a growth return of 3.16% and an income return of 0%. These returns were calculated as at 31 Oct 2020.
The asset allocation of the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is :
The Responsible Entity for the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is SUNCORP Life and Superannuation Limited.
The Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund belongs to the Multisector Growth sector/asset class.
As at 30 Jun 2014, the size of the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund was $1.03 million.
The Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund has an inception date of 1 Apr 1995.
The current entry price of the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is $32.9041 per unit and the current exit price is $32.8351 per unit (as at 12 Nov 2020).
The current exit price of the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is $32.8351 per unit and the current entry price is $32.9041 per unit (as at 12 Nov 2020).
The minimum initial investment amount for the Suncorp Personal Investment Plan (Series 94) - Sun Traditional Growth managed fund is $.
Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.