InvestSMART

Tower Investment Bond - Capital Guaranteed - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
Primary strategy concentrates on appropriate asset allocation based on the prevailing economic climate.

Fund Performance Comparison

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Fees Comparison

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% 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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.11% 0.33% 1.18% 3.17% 3.89% 4.58% 6.03% 7.84%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Aust Comm Bank All Series/All Mat Accum)
Total return 1.19% 0.74% 0.51% 4.6% 8.2% 6.76% 4.82% 5.43%
As at 31 Dec 1994. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Tower Investment Bond - Capital Guaranteed
Australian Equities
10%
Cash
15%
Property & Infrastructure
13.50%
Fixed Interest
61%
Alternatives
0.50%
International Equities
0%
Average Allocation of Peers
Australian Equities
5.49%
Cash
16.01%
Property & Infrastructure
0.64%
Fixed Interest
72.55%
Alternatives
0.45%
International Equities
4.85%

General Information

Fund Details
Type Description
Tower Investment Bond - Capital Guaranteed
Closed
Tower Australia Limited
FRP0201AU
Reserve Backed
Not Rated
Investment Fund
1 May 1978
n/a
n/a
n/a
Finalised
Offer information
Type Description
Minimum initial investment $2,000.00
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FAQs about the Tower Investment Bond - Capital Guaranteed

The objective of the Tower Investment Bond - Capital Guaranteed managed fund is N/A

The strategy of the Tower Investment Bond - Capital Guaranteed managed fund is Primary strategy concentrates on appropriate asset allocation based on the prevailing economic climate.

The APIR code of the Tower Investment Bond - Capital Guaranteed managed fund is FRP0201AU.

Tower Investment Bond - Capital Guaranteed’s total return last month was 0.11%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 1994.

Tower Investment Bond - Capital Guaranteed’s total return for the last three months was 0.33%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Dec 1994.

Tower Investment Bond - Capital Guaranteed’s one-year total return is 3.17%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 1994.

Tower Investment Bond - Capital Guaranteed’s one-year total return is 4.58%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 1994.

The asset allocation of the Tower Investment Bond - Capital Guaranteed managed fund is :

Australian Equities
10%
Cash
15%
Property & Infrastructure
13.50%
Fixed Interest
61%
Alternatives
0.50%
International Equities
0%

The Responsible Entity for the Tower Investment Bond - Capital Guaranteed managed fund is Tower Australia Limited.

The Tower Investment Bond - Capital Guaranteed managed fund belongs to the Reserve Backed sector/asset class.

As at 29 Feb 2004, the size of the Tower Investment Bond - Capital Guaranteed managed fund was $ million.

The Tower Investment Bond - Capital Guaranteed managed fund has an inception date of 1 May 1978.

The current entry price of the Tower Investment Bond - Capital Guaranteed managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Tower Investment Bond - Capital Guaranteed managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Tower Investment Bond - Capital Guaranteed managed fund is $2,000.

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.