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 | 2.97% | 2.47% | 3.53% | 8.68% | -% | -% | -% | -% |
| Growth return | 2.97% | 2.47% | 3.53% | 8.68% | -% | -% | -% | -% |
| Income return | 0% | 0% | 0% | 0% | -% | -% | -% | -% |
|
Market index (S&P/ASX 200 TR AUD)
|
||||||||
| Total return | 1.78% | 0.36% | 3.06% | 7.37% | 11.2% | 9.81% | 10.21% | 10.12% |
| Type | Description |
| Suncorp WSmart Bus - Ironbark karara Australian | |
| Closed | |
| Suncorp Portfolio Services Limited | |
| RSA0817AU | |
| Equity Australia Large Blend | |
| Not Rated | |
| Superannuation Fund | |
| 1 Dec 2014 | |
| $0 million (as at 30 Nov 2016) | |
| $1.1986 (as at 10 Jan 2017) | |
| $1.1927 (as at 10 Jan 2017) | |
| Finalised |
| Type | Description |
| Indirect Cost Ratio (ICR) | 0.60% (as at 12 Jan 2015) |
| Minimum initial investment | |
| Minimum additional investments |
| Holding (as at 31 Oct 2022) | Type | % of Portfolio |
| CSL Ltd | Equity | 10.76% |
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The objective of the Suncorp WSmart Bus - Ironbark karara Australian managed fund is The Fund has been designed to provide total return of 2% p.a. in excess of the S&P/ASX 300 Accumulation Index over a rolling 3-year period net of fees.
The strategy of the Suncorp WSmart Bus - Ironbark karara Australian managed fund is The Fund will utilise a long only strategy through implementing a machine learning based quantitative investment process which primarily invests in listed Australian equities.
The APIR code of the Suncorp WSmart Bus - Ironbark karara Australian managed fund is RSA0817AU.
Suncorp WSmart Bus - Ironbark karara Australian’s total return last month was 2.97%. This was made up of a growth return of 2.97% and an income return of 0%. These returns were calculated as at 30 Nov 2016.
Suncorp WSmart Bus - Ironbark karara Australian’s total return for the last three months was 2.47%. This was made up of a growth return of 2.47% and an income return of 0%%. These returns were calculated as at 30 Nov 2016.
Suncorp WSmart Bus - Ironbark karara Australian’s one-year total return is 8.68%. This was made up of a growth return of 8.68% and an income return of 0%. These returns were calculated as at 30 Nov 2016.
Suncorp WSmart Bus - Ironbark karara Australian’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 WSmart Bus - Ironbark karara Australian managed fund is :
The Responsible Entity for the Suncorp WSmart Bus - Ironbark karara Australian managed fund is Suncorp Portfolio Services Limited.
The Suncorp WSmart Bus - Ironbark karara Australian managed fund belongs to the Equity Australia Large Blend sector/asset class.
As at 30 Nov 2016, the size of the Suncorp WSmart Bus - Ironbark karara Australian managed fund was $0 million.
The Suncorp WSmart Bus - Ironbark karara Australian managed fund has an inception date of 1 Dec 2014.
The current entry price of the Suncorp WSmart Bus - Ironbark karara Australian managed fund is $1.1986 per unit and the current exit price is $1.1927 per unit (as at 10 Jan 2017).
The current exit price of the Suncorp WSmart Bus - Ironbark karara Australian managed fund is $1.1927 per unit and the current entry price is $1.1986 per unit (as at 10 Jan 2017).
The minimum initial investment amount for the Suncorp WSmart Bus - Ironbark karara Australian 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.