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  5. Tower Super - Ethical Growth Series 1 - Managed fund profile

Tower Super - Ethical Growth Series 1 - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
N/A

Fund Performance Comparison

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Fees Comparison

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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 6.07% -1.06% 0.75% 3.11% 10.81% 11.42% 10.09% 9.5%
Growth return 6.07% -1.06% 0.75% 3.11% 10.81% 11.42% 10.09% 9.5%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.62% -3.69% 1.24% 9.79% 9.43% 7.18% 12.14% 7.72%
As at 31 Oct 2001. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Tower Super - Ethical Growth Series 1
Australian Equities
100%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.61%
International Equities
4.12%
Cash
-0.52%
Property
1.91%
Fixed Interest
0.25%
Alternatives
0.62%

General Information

Fund Details
Type Description
Tower Super - Ethical Growth Series 1
Closed
Tower Australia Limited
FRP0504AU
Equity Australia Large Blend
Not Rated
Superannuation Fund
1 Sep 1986
n/a
n/a
$4.1218 (as at 16 Nov 2001)
Finalised
Offer information
Type Description

FAQs about the Tower Super - Ethical Growth Series 1

The objective of the Tower Super - Ethical Growth Series 1 managed fund is N/A

The strategy of the Tower Super - Ethical Growth Series 1 managed fund is N/A

The APIR code of the Tower Super - Ethical Growth Series 1 managed fund is FRP0504AU.

Tower Super - Ethical Growth Series 1’s total return last month was 6.07%. This was made up of a growth return of 6.07% and an income return of 0%. These returns were calculated as at 31 Oct 2001.

Tower Super - Ethical Growth Series 1’s total return for the last three months was -1.06%. This was made up of a growth return of -1.06% and an income return of 0%%. These returns were calculated as at 31 Oct 2001.

Tower Super - Ethical Growth Series 1’s one-year total return is 3.11%. This was made up of a growth return of 3.11% and an income return of 0%. These returns were calculated as at 31 Oct 2001.

Tower Super - Ethical Growth Series 1’s one-year total return is 11.42%. This was made up of a growth return of 11.42% and an income return of 0%. These returns were calculated as at 31 Oct 2001.

The asset allocation of the Tower Super - Ethical Growth Series 1 managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Tower Super - Ethical Growth Series 1 managed fund is Tower Australia Limited.

The Tower Super - Ethical Growth Series 1 managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 29 Feb 2004, the size of the Tower Super - Ethical Growth Series 1 managed fund was $ million.

The Tower Super - Ethical Growth Series 1 managed fund has an inception date of 1 Sep 1986.

The current entry price of the Tower Super - Ethical Growth Series 1 managed fund is $ per unit and the current exit price is $4.1218 per unit (as at 16 Nov 2001).

The current exit price of the Tower Super - Ethical Growth Series 1 managed fund is $4.1218 per unit and the current entry price is $ per unit (as at 16 Nov 2001).

The minimum initial investment amount for the Tower Super - Ethical Growth Series 1 managed fund is $.

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.