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 | 0.66% | -0.44% | 2.69% | 6.84% | 8.18% | 8.13% | 11% | -% |
Growth return | 0.66% | -0.44% | 2.69% | 6.84% | 8.18% | 8.13% | 11% | -% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | -% |
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
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Total return | 1.9% | 5.39% | 7.14% | 12.12% | 12.75% | 11.38% | 8.95% | 8.08% |
Type | Description |
Suncorp WSmart TAP - Suncorp Growth | |
Closed | |
Suncorp Portfolio Services Limited | |
RSA0536AU | |
Multisector Growth | |
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|
Allocated Pension | |
17 Apr 2009 | |
$1.84 million (as at 30 Nov 2016) | |
$2.1072 (as at 10 Jan 2017) | |
$2.1004 (as at 10 Jan 2017) | |
Finalised |
Type | Description |
Indirect Cost Ratio (ICR) | 0.56% (as at 30 Jun 2013) |
Minimum initial investment | $25,000 |
Minimum additional investments |
The objective of the Suncorp WSmart TAP - Suncorp Growth managed fund is Aims to earn a rate of return that exceeds Consumer Price Index increases by at least 3.5% pa over rolling 7 year periods.
The strategy of the Suncorp WSmart TAP - Suncorp Growth managed fund is Predominantly return seeking assets and strategies with a mix of both Australian and international investments.
The APIR code of the Suncorp WSmart TAP - Suncorp Growth managed fund is RSA0536AU.
Suncorp WSmart TAP - Suncorp Growth’s total return last month was 0.66%. This was made up of a growth return of 0.66% and an income return of 0%. These returns were calculated as at 30 Nov 2016.
Suncorp WSmart TAP - Suncorp Growth’s total return for the last three months was -0.44%. This was made up of a growth return of -0.44% and an income return of 0%%. These returns were calculated as at 30 Nov 2016.
Suncorp WSmart TAP - Suncorp Growth’s one-year total return is 6.84%. This was made up of a growth return of 6.84% and an income return of 0%. These returns were calculated as at 30 Nov 2016.
Suncorp WSmart TAP - Suncorp Growth’s one-year total return is 8.13%. This was made up of a growth return of 8.13% and an income return of 0%. These returns were calculated as at 30 Nov 2016.
The asset allocation of the Suncorp WSmart TAP - Suncorp Growth managed fund is :
The Responsible Entity for the Suncorp WSmart TAP - Suncorp Growth managed fund is Suncorp Portfolio Services Limited.
The Suncorp WSmart TAP - Suncorp Growth managed fund belongs to the Multisector Growth sector/asset class.
As at 30 Nov 2016, the size of the Suncorp WSmart TAP - Suncorp Growth managed fund was $1.84 million.
The Suncorp WSmart TAP - Suncorp Growth managed fund has an inception date of 17 Apr 2009.
The current entry price of the Suncorp WSmart TAP - Suncorp Growth managed fund is $2.1072 per unit and the current exit price is $2.1004 per unit (as at 10 Jan 2017).
The current exit price of the Suncorp WSmart TAP - Suncorp Growth managed fund is $2.1004 per unit and the current entry price is $2.1072 per unit (as at 10 Jan 2017).
The minimum initial investment amount for the Suncorp WSmart TAP - Suncorp Growth managed fund is $25,000. 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.