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 | 0.98% | -1.51% | -0.09% | 2.8% | 5.31% | 6.7% | 9.25% | 5.19% |
Growth return | 0.98% | -1.51% | -0.09% | 2.8% | 5.31% | 6.7% | 9.25% | 5.19% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
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Total return | 1.42% | 4.1% | 5.63% | 9.6% | 10.37% | 9.02% | 6.33% | 6.31% |
Type | Description |
Suncorp WSmart Bus - Suncorp Traditional Balanced | |
Closed | |
Suncorp Portfolio Services Limited | |
RSA0294AU | |
Multisector Balanced | |
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|
Superannuation Fund | |
11 Oct 2004 | |
$0.26 million (as at 30 Nov 2016) | |
$2.0986 (as at 10 Jan 2017) | |
$2.0927 (as at 10 Jan 2017) | |
Finalised |
Type | Description |
Standard entry fee | 4% |
Indirect Cost Ratio (ICR) | 0.96% (as at 30 Jun 2013) |
Minimum initial investment | |
Minimum additional investments | |
Minimum redemption amount |
The objective of the Suncorp WSmart Bus - Suncorp Traditional Balanced managed fund is To achieve long-term growth through investment in a diversified mix of assets with a preference for shares. The fund suits investors prepared to accept a high degree of short-term performance fluctuation in return for the prospect of higher long-term growth.
The strategy of the Suncorp WSmart Bus - Suncorp Traditional Balanced managed fund is The option is designed to hold a balanced mix of growth and defensive assets.
The APIR code of the Suncorp WSmart Bus - Suncorp Traditional Balanced managed fund is RSA0294AU.
Suncorp WSmart Bus - Suncorp Traditional Balanced’s total return last month was 0.98%. This was made up of a growth return of 0.98% and an income return of 0%. These returns were calculated as at 30 Nov 2016.
Suncorp WSmart Bus - Suncorp Traditional Balanced’s total return for the last three months was -1.51%. This was made up of a growth return of -1.51% and an income return of 0%%. These returns were calculated as at 30 Nov 2016.
Suncorp WSmart Bus - Suncorp Traditional Balanced’s one-year total return is 2.8%. This was made up of a growth return of 2.8% and an income return of 0%. These returns were calculated as at 30 Nov 2016.
Suncorp WSmart Bus - Suncorp Traditional Balanced’s one-year total return is 6.7%. This was made up of a growth return of 6.7% and an income return of 0%. These returns were calculated as at 30 Nov 2016.
The asset allocation of the Suncorp WSmart Bus - Suncorp Traditional Balanced managed fund is :
The Responsible Entity for the Suncorp WSmart Bus - Suncorp Traditional Balanced managed fund is Suncorp Portfolio Services Limited.
The Suncorp WSmart Bus - Suncorp Traditional Balanced managed fund belongs to the Multisector Balanced sector/asset class.
As at 30 Nov 2016, the size of the Suncorp WSmart Bus - Suncorp Traditional Balanced managed fund was $0.26 million.
The Suncorp WSmart Bus - Suncorp Traditional Balanced managed fund has an inception date of 11 Oct 2004.
The current entry price of the Suncorp WSmart Bus - Suncorp Traditional Balanced managed fund is $2.0986 per unit and the current exit price is $2.0927 per unit (as at 10 Jan 2017).
The current exit price of the Suncorp WSmart Bus - Suncorp Traditional Balanced managed fund is $2.0927 per unit and the current entry price is $2.0986 per unit (as at 10 Jan 2017).
The minimum initial investment amount for the Suncorp WSmart Bus - Suncorp Traditional Balanced 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.