Suncorp WSmart Per - Colonial Global Credit Income - Managed Fund (Closed)

The objective of the Suncorp WSmart Per - Colonial Global Credit Income managed fund is To provide income-based returns and to outperform the UBS Bank Bill Index over rolling three-year periods by investing in a diversified portfolio of higher yielding Australian and international fixed interest investments.

The strategy of the Suncorp WSmart Per - Colonial Global Credit Income managed fund is The fund invests in a portfolio of predominantly global corporate debt investments. The fund's strategy is to earn an income return from its investments, controlling risk through careful selection and monitoring, combined with broad diversification. The increased credit risk of corporate debt means that these investments have the potential to deliver higher returns over the medium term compared to cash. The option uses derivatives to manage interest rate sensitivity and credit risk, and to hedge currency risk.

The APIR code of the Suncorp WSmart Per - Colonial Global Credit Income managed fund is RSA0667AU.

Suncorp WSmart Per - Colonial Global Credit Income’s total return last month was 0.01%. This was made up of a growth return of 0.01% and an income return of 0%. These returns were calculated as at 30 Nov 2016.

Suncorp WSmart Per - Colonial Global Credit Income’s total return for the last three months was 0.75%. This was made up of a growth return of 0.75% and an income return of 0%%. These returns were calculated as at 30 Nov 2016.

Suncorp WSmart Per - Colonial Global Credit Income’s one-year total return is 4.58%. This was made up of a growth return of 4.58% and an income return of 0%. These returns were calculated as at 30 Nov 2016.

Suncorp WSmart Per - Colonial Global Credit Income’s one-year total return is 3.34%. This was made up of a growth return of 3.34% and an income return of 0%. These returns were calculated as at 30 Nov 2016.

The asset allocation of the Suncorp WSmart Per - Colonial Global Credit Income managed fund is :

The Responsible Entity for the Suncorp WSmart Per - Colonial Global Credit Income managed fund is Suncorp Portfolio Services Limited.

The Suncorp WSmart Per - Colonial Global Credit Income managed fund belongs to the Diversified Credit sector/asset class.

As at 30 Nov 2016, the size of the Suncorp WSmart Per - Colonial Global Credit Income managed fund was $5.81 million.

The Suncorp WSmart Per - Colonial Global Credit Income managed fund has an inception date of 7 May 2012.

The current entry price of the Suncorp WSmart Per - Colonial Global Credit Income managed fund is $1.9292 per unit and the current exit price is $1.9196 per unit (as at 10 Jan 2017).

The current exit price of the Suncorp WSmart Per - Colonial Global Credit Income managed fund is $1.9196 per unit and the current entry price is $1.9292 per unit (as at 10 Jan 2017).

The minimum initial investment amount for the Suncorp WSmart Per - Colonial Global Credit Income managed fund is $2,000. Minimum additional investment is $0.