InvestSMART

Suncorp Wholesale Bus - Lifestage 1975 - 79 - Managed Fund (Closed)

Fund Objective
Primarily wealth generation with a return objective of CPI 3.5% over 10 years.
Fund Strategy
The Suncorp Lifestage Fund holds a diversified mix of growth and income investments, with an increased allocation to income investments as you get older. Each Suncorp Lifestage Fund is tailored to suit the investment needs and risk profile of investors within the specified age group.

Fund Performance Comparison

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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 1.28% -1.67% 0.17% 4.64% 6.53% -% -% -%
Growth return 1.28% -1.67% 0.17% 4.64% 6.53% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0.97% 5.51% 13.03% 13.77% 17.74% 16.6% 12.23% 10.25%
As at 30 Nov 2016. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Wholesale Bus - Lifestage 1975 - 79
Australian Equities
26.14%
International Equities
50.07%
Cash
6.42%
Property & Infrastructure
8.02%
Fixed Interest
9.35%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.05%
International Equities
49.68%
Cash
2.42%
Property & Infrastructure
4.88%
Fixed Interest
5.38%
Alternatives
3.60%

General Information

Fund Details
Type Description
Suncorp Wholesale Bus - Lifestage 1975 - 79
Closed
Suncorp Portfolio Services Limited
RSA0764AU
Multisector Life Stages ? 1970s
starstarstarstar (as at 31 Dec 2016)
Superannuation Fund
31 Dec 2013
$32.25 million (as at 30 Nov 2016)
$1.4493 (as at 10 Jan 2017)
$1.4493 (as at 10 Jan 2017)
Finalised
Offer information
Type Description
Standard entry fee 4%
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the Suncorp Wholesale Bus - Lifestage 1975 - 79

The objective of the Suncorp Wholesale Bus - Lifestage 1975 - 79 managed fund is Primarily wealth generation with a return objective of CPI + 3.5% over 10 years.

The strategy of the Suncorp Wholesale Bus - Lifestage 1975 - 79 managed fund is The Suncorp Lifestage Fund holds a diversified mix of growth and income investments, with an increased allocation to income investments as you get older. Each Suncorp Lifestage Fund is tailored to suit the investment needs and risk profile of investors within the specified age group.

The APIR code of the Suncorp Wholesale Bus - Lifestage 1975 - 79 managed fund is RSA0764AU.

Suncorp Wholesale Bus - Lifestage 1975 - 79’s total return last month was 1.28%. This was made up of a growth return of 1.28% and an income return of 0%. These returns were calculated as at 30 Nov 2016.

Suncorp Wholesale Bus - Lifestage 1975 - 79’s total return for the last three months was -1.67%. This was made up of a growth return of -1.67% and an income return of 0%%. These returns were calculated as at 30 Nov 2016.

Suncorp Wholesale Bus - Lifestage 1975 - 79’s one-year total return is 4.64%. This was made up of a growth return of 4.64% and an income return of 0%. These returns were calculated as at 30 Nov 2016.

Suncorp Wholesale Bus - Lifestage 1975 - 79’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 Nov 2016.

The asset allocation of the Suncorp Wholesale Bus - Lifestage 1975 - 79 managed fund is :

Australian Equities
26.14%
International Equities
50.07%
Cash
6.42%
Property & Infrastructure
8.02%
Fixed Interest
9.35%
Alternatives
0%

The Responsible Entity for the Suncorp Wholesale Bus - Lifestage 1975 - 79 managed fund is Suncorp Portfolio Services Limited.

The Suncorp Wholesale Bus - Lifestage 1975 - 79 managed fund belongs to the Multisector Life Stages ? 1970s sector/asset class.

As at 30 Nov 2016, the size of the Suncorp Wholesale Bus - Lifestage 1975 - 79 managed fund was $32.25 million.

The Suncorp Wholesale Bus - Lifestage 1975 - 79 managed fund has an inception date of 31 Dec 2013.

The current entry price of the Suncorp Wholesale Bus - Lifestage 1975 - 79 managed fund is $1.4493 per unit and the current exit price is $1.4493 per unit (as at 10 Jan 2017).

The current exit price of the Suncorp Wholesale Bus - Lifestage 1975 - 79 managed fund is $1.4493 per unit and the current entry price is $1.4493 per unit (as at 10 Jan 2017).

The minimum initial investment amount for the Suncorp Wholesale Bus - Lifestage 1975 - 79 managed fund is $0. Minimum additional investment is $0.

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.