InvestSMART

Suncorp Superbond - 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

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.48% 1.1% 2.04% 3.97% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
As at 30 Jun 2015. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Superbond
Australian Equities
9.06%
International Equities
9.33%
Cash
60.31%
Fixed Interest
15.35%
Alternatives
5.94%

General Information

Fund Details
Type Description
Suncorp Superbond
Closed
SUNCORP Life and Superannuation Limited
SUN0401AU
Not Rated
Unknown
1 Jul 1979
$0 million (as at 30 Jun 2014)
n/a
n/a
Suppressed
Offer information
Type Description
MER 1.20% (as at 30 Jun 2006)
Indirect Cost Ratio (ICR) 1.20% (as at 30 Jun 2013)
Minimum initial investment $1,500.00
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the Suncorp Superbond

The objective of the Suncorp Superbond 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 Superbond 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 Superbond managed fund is SUN0401AU.

Suncorp Superbond’s total return last month was 0.48%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2015.

Suncorp Superbond’s total return for the last three months was 1.1%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Jun 2015.

Suncorp Superbond’s one-year total return is 3.97%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2015.

Suncorp Superbond’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 30 Jun 2015.

The asset allocation of the Suncorp Superbond managed fund is :

Australian Equities
9.06%
International Equities
9.33%
Cash
60.31%
Fixed Interest
15.35%
Alternatives
5.94%

The Responsible Entity for the Suncorp Superbond managed fund is SUNCORP Life and Superannuation Limited.

As at 30 Jun 2014, the size of the Suncorp Superbond managed fund was $0 million.

The Suncorp Superbond managed fund has an inception date of 1 Jul 1979.

The current entry price of the Suncorp Superbond managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Suncorp Superbond managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Suncorp Superbond managed fund is $1,500.

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.