United AP - Growth Fund - Managed Fund (Closed)

Fund Objective

N/A

Fund Strategy

N/A

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

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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	1.11%	4.04%	4.83%	7.93%	4.39%	6.97%	-%	-%
Growth return	1.11%	4.04%	4.83%	7.93%	4.39%	6.97%	-%	-%
Income return	0%	0%	0%	0%	0%	0%	-%	-%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	0.38%	-0.09%	4.07%	8.34%	11.24%	10.63%	8.07%	8.42%

As at 31 May 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

United AP - Growth Fund

Australian Equities: 39.70%

International Equities: 21.20%

Cash: 5.30%

Property & Infrastructure: 9.20%

Fixed Interest: 24.60%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 48.94%

International Equities: 15.49%

Cash: 4.59%

Property & Infrastructure: 5.82%

Fixed Interest: 20.01%

Alternatives: 5.15%

General Information

Fund Details

Type	Description
Fund Name	United AP - Growth Fund
Fund Status	Closed
Responsible Entity	United Funds Management Limited
APIR Code	UFM0013AU
Sector/Asset Class	Multisector Growth
Morningstar Rating	Not Rated
Legal Structure	Allocated Pension
Fund Inception	19 Aug 1996
Fund Size	$0.58 million (as at 31 Mar 2000)
Entry Price	$1.3303 (as at 31 May 2000)
Exit Price	$1.3303 (as at 31 May 2000)
Fund Status	Finalised

Offer information

Type	Description
Minimum initial investment

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FAQs about the United AP - Growth Fund

What is the objective of the United AP - Growth Fund managed fund?

The objective of the United AP - Growth Fund managed fund is N/A

What is the strategy for the United AP - Growth Fund managed fund?

The strategy of the United AP - Growth Fund managed fund is N/A

What is the APIR code of the United AP - Growth Fund managed fund?

The APIR code of the United AP - Growth Fund managed fund is UFM0013AU.

What was United AP - Growth Fund’s total return last month?

United AP - Growth Fund’s total return last month was 1.11%. This was made up of a growth return of 1.11% and an income return of 0%. These returns were calculated as at 31 May 2000.

What was United AP - Growth Fund’s total return for the last three months?

United AP - Growth Fund’s total return for the last three months was 4.04%. This was made up of a growth return of 4.04% and an income return of 0%%. These returns were calculated as at 31 May 2000.

What is United AP - Growth Fund’s one-year total return?

United AP - Growth Fund’s one-year total return is 7.93%. This was made up of a growth return of 7.93% and an income return of 0%. These returns were calculated as at 31 May 2000.

What is United AP - Growth Fund’s three-year total return?

United AP - Growth Fund’s one-year total return is 6.97%. This was made up of a growth return of 6.97% and an income return of 0%. These returns were calculated as at 31 May 2000.

What is the asset allocation of the United AP - Growth Fund managed fund?

The asset allocation of the United AP - Growth Fund managed fund is :

Australian Equities: 39.70%

International Equities: 21.20%

Cash: 5.30%

Property & Infrastructure: 9.20%

Fixed Interest: 24.60%

Alternatives: 0%

Who is the responsible Entity of the United AP - Growth Fund managed fund?

The Responsible Entity for the United AP - Growth Fund managed fund is United Funds Management Limited.

What sector/asset class does the United AP - Growth Fund managed fund belong to?

The United AP - Growth Fund managed fund belongs to the Multisector Growth sector/asset class.

What is the size of the United AP - Growth Fund managed fund?

As at 31 Mar 2000, the size of the United AP - Growth Fund managed fund was $0.58 million.

What is the inception date of the United AP - Growth Fund managed fund?

The United AP - Growth Fund managed fund has an inception date of 19 Aug 1996.

What is the current entry price of the United AP - Growth Fund managed fund?

The current entry price of the United AP - Growth Fund managed fund is $1.3303 per unit and the current exit price is $1.3303 per unit (as at 31 May 2000).

What is the current exit price of the United AP - Growth Fund managed fund?

The current exit price of the United AP - Growth Fund managed fund is $1.3303 per unit and the current entry price is $1.3303 per unit (as at 31 May 2000).

What is the minimum investment amount for the United AP - Growth Fund managed fund?

The minimum initial investment amount for the United AP - Growth Fund managed fund 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.

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