Tower Employee Retire MBd 2 - Manage - Managed Fund (Closed)

Fund Objective

To provide good long-term capital growth while reducing volatility.

Fund Strategy

Divide investments among a variety of fund managers who will invest in Australian and international securities, property, fixed interest, cash, and bills.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0%	0%	0%	0%	1.54%	2.98%	4.97%	-%
Growth return	0%	0%	0%	0%	1.54%	2.98%	4.97%	-%
Income return	0%	0%	0%	0%	0%	0%	0%	-%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return	0.36%	-0.19%	3.12%	6.99%	9.02%	8.52%	5.72%	6.52%

As at 30 Sep 1997. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Alternatives: 8.71%

Australian Equities: 35.62%

International Equities: 11.59%

Cash: 6.47%

Property & Infrastructure: 3.71%

Fixed Interest: 33.90%

General Information

Fund Details

Type	Description
Fund Name	Tower Employee Retire MBd 2 - Manage
Fund Status	Closed
Responsible Entity	Tower Australia Limited
APIR Code	FRP0524AU
Sector/Asset Class	Multisector Balanced
Morningstar Rating	Not Rated
Legal Structure	Superannuation Fund
Fund Inception	1 May 1989
Fund Size	$0 million (as at 31 Oct 1994)
Entry Price	$1.5465 (as at 16 Oct 1997)
Exit Price	$1.5465 (as at 16 Oct 1997)
Fund Status	Finalised

Offer information

Type	Description
Minimum initial investment	$1,000.00

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FAQs about the Tower Employee Retire MBd 2 - Manage

What is the objective of the Tower Employee Retire MBd 2 - Manage managed fund?

The objective of the Tower Employee Retire MBd 2 - Manage managed fund is To provide good long-term capital growth while reducing volatility.

What is the strategy for the Tower Employee Retire MBd 2 - Manage managed fund?

The strategy of the Tower Employee Retire MBd 2 - Manage managed fund is Divide investments among a variety of fund managers who will invest in Australian and international securities, property, fixed interest, cash, and bills.

What is the APIR code of the Tower Employee Retire MBd 2 - Manage managed fund?

The APIR code of the Tower Employee Retire MBd 2 - Manage managed fund is FRP0524AU.

What was Tower Employee Retire MBd 2 - Manage’s total return last month?

Tower Employee Retire MBd 2 - Manage’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 30 Sep 1997.

What was Tower Employee Retire MBd 2 - Manage’s total return for the last three months?

Tower Employee Retire MBd 2 - Manage’s total return for the last three months was 0%. This was made up of a growth return of 0% and an income return of 0%%. These returns were calculated as at 30 Sep 1997.

What is Tower Employee Retire MBd 2 - Manage’s one-year total return?

Tower Employee Retire MBd 2 - Manage’s one-year total return is 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 30 Sep 1997.

What is Tower Employee Retire MBd 2 - Manage’s three-year total return?

Tower Employee Retire MBd 2 - Manage’s one-year total return is 2.98%. This was made up of a growth return of 2.98% and an income return of 0%. These returns were calculated as at 30 Sep 1997.

What is the asset allocation of the Tower Employee Retire MBd 2 - Manage managed fund?

The asset allocation of the Tower Employee Retire MBd 2 - Manage managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Who is the responsible Entity of the Tower Employee Retire MBd 2 - Manage managed fund?

The Responsible Entity for the Tower Employee Retire MBd 2 - Manage managed fund is Tower Australia Limited.

What sector/asset class does the Tower Employee Retire MBd 2 - Manage managed fund belong to?

The Tower Employee Retire MBd 2 - Manage managed fund belongs to the Multisector Balanced sector/asset class.

What is the size of the Tower Employee Retire MBd 2 - Manage managed fund?

As at 31 Oct 1994, the size of the Tower Employee Retire MBd 2 - Manage managed fund was $0 million.

What is the inception date of the Tower Employee Retire MBd 2 - Manage managed fund?

The Tower Employee Retire MBd 2 - Manage managed fund has an inception date of 1 May 1989.

What is the current entry price of the Tower Employee Retire MBd 2 - Manage managed fund?

The current entry price of the Tower Employee Retire MBd 2 - Manage managed fund is $1.5465 per unit and the current exit price is $1.5465 per unit (as at 16 Oct 1997).

What is the current exit price of the Tower Employee Retire MBd 2 - Manage managed fund?

The current exit price of the Tower Employee Retire MBd 2 - Manage managed fund is $1.5465 per unit and the current entry price is $1.5465 per unit (as at 16 Oct 1997).

What is the minimum investment amount for the Tower Employee Retire MBd 2 - Manage managed fund?

The minimum initial investment amount for the Tower Employee Retire MBd 2 - Manage managed fund is $1,000.

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.

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