InvestSMART

Suncorp Rollover Plus Capital Guaranteed 4 - Managed Fund (Closed)

Fund Objective
A reserve backed superannuation bond aiming to add value in excess of benchmark returns through active funds management within acceptable levels of risk.
Fund Strategy
Invests in a balanced mix of fixed interest, share and property investments based on the following benchmarks: cash 20%, domestic fixed interest 30%, overseas fixed interest 5%, domestic equities18%, overseas equities 8% and property 19%. This fund is supported by substantial reserves which are then used to support crediting rates and guarantee capital when the returns on the underlying assets are low or negative.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Rollover Plus Capital Guaranteed 4
Australian Equities
5.27%
Cash
49.43%
Property & Infrastructure
5.14%
Fixed Interest
35.09%
Alternatives
5.05%

General Information

Fund Details
Type Description
Suncorp Rollover Plus Capital Guaranteed 4
Closed
SUNCORP Life and Superannuation Limited
SUN0711AU
starstarstarstar (as at 31 Oct 2008)
Unknown
1 Sep 1989
$2.45 million (as at 31 Aug 2011)
n/a
n/a
Suppressed
Offer information
Type Description
MER 1.20% (as at 30 Jun 2006)
Minimum initial investment $2,000.00

FAQs about the Suncorp Rollover Plus Capital Guaranteed 4

The objective of the Suncorp Rollover Plus Capital Guaranteed 4 managed fund is A reserve backed superannuation bond aiming to add value in excess of benchmark returns through active funds management within acceptable levels of risk.

The strategy of the Suncorp Rollover Plus Capital Guaranteed 4 managed fund is Invests in a balanced mix of fixed interest, share and property investments based on the following benchmarks: cash 20%, domestic fixed interest 30%, overseas fixed interest 5%, domestic equities18%, overseas equities 8% and property 19%. This fund is supported by substantial reserves which are then used to support crediting rates and guarantee capital when the returns on the underlying assets are low or negative.

The APIR code of the Suncorp Rollover Plus Capital Guaranteed 4 managed fund is SUN0711AU.

Suncorp Rollover Plus Capital Guaranteed 4’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Suncorp Rollover Plus Capital Guaranteed 4’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

Suncorp Rollover Plus Capital Guaranteed 4’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Suncorp Rollover Plus Capital Guaranteed 4’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

The asset allocation of the Suncorp Rollover Plus Capital Guaranteed 4 managed fund is :

Australian Equities
5.27%
Cash
49.43%
Property & Infrastructure
5.14%
Fixed Interest
35.09%
Alternatives
5.05%

The Responsible Entity for the Suncorp Rollover Plus Capital Guaranteed 4 managed fund is SUNCORP Life and Superannuation Limited.

As at 31 Aug 2011, the size of the Suncorp Rollover Plus Capital Guaranteed 4 managed fund was $2.45 million.

The Suncorp Rollover Plus Capital Guaranteed 4 managed fund has an inception date of 1 Sep 1989.

The current entry price of the Suncorp Rollover Plus Capital Guaranteed 4 managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Suncorp Rollover Plus Capital Guaranteed 4 managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Suncorp Rollover Plus Capital Guaranteed 4 managed fund is $2,000.

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.