InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. United Personal Super - Australian Share Fund - Managed fund profile

United Personal Super - Australian Share Fund - Managed Fund (Closed)

Fund Objective
To provide returns in excess of the overall sharemarket, as measured by the ASX All Ordinaries Accumulation Index, over any three year period. Minimum suggested investment horizon is at least 6 years.
Fund Strategy
Invests in a broad mix of shares listed on the ASX. Fund uses a selection of some of Australia's leading fund managers.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1% 2.99% 2.07% 5.03% 4.55% 3.34% -% -%
Growth return 1% 2.99% 2.07% 5.03% 4.55% 3.34% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 31 May 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

United Personal Super - Australian Share Fund
Australian Equities
96%
Cash
4%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.42%
Cash
-0.77%
International Equities
5.11%
Property & Infrastructure
1.40%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
United Personal Super - Australian Share Fund
Closed
United Funds Management Limited
UFM0025AU
Equity Australia Other
Not Rated
Superannuation Fund
19 Aug 1996
$1.67 million (as at 31 Mar 2000)
$1.2603 (as at 31 May 2000)
$1.2603 (as at 31 May 2000)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the United Personal Super - Australian Share Fund

The objective of the United Personal Super - Australian Share Fund managed fund is To provide returns in excess of the overall sharemarket, as measured by the ASX All Ordinaries Accumulation Index, over any three year period. Minimum suggested investment horizon is at least 6 years.

The strategy of the United Personal Super - Australian Share Fund managed fund is Invests in a broad mix of shares listed on the ASX. Fund uses a selection of some of Australia's leading fund managers.

The APIR code of the United Personal Super - Australian Share Fund managed fund is UFM0025AU.

United Personal Super - Australian Share Fund’s total return last month was 1%. This was made up of a growth return of 1% and an income return of 0%. These returns were calculated as at 31 May 2000.

United Personal Super - Australian Share Fund’s total return for the last three months was 2.99%. This was made up of a growth return of 2.99% and an income return of 0%%. These returns were calculated as at 31 May 2000.

United Personal Super - Australian Share Fund’s one-year total return is 5.03%. This was made up of a growth return of 5.03% and an income return of 0%. These returns were calculated as at 31 May 2000.

United Personal Super - Australian Share Fund’s one-year total return is 3.34%. This was made up of a growth return of 3.34% and an income return of 0%. These returns were calculated as at 31 May 2000.

The asset allocation of the United Personal Super - Australian Share Fund managed fund is :

Australian Equities
96%
Cash
4%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the United Personal Super - Australian Share Fund managed fund is United Funds Management Limited.

The United Personal Super - Australian Share Fund managed fund belongs to the Equity Australia Other sector/asset class.

As at 31 Mar 2000, the size of the United Personal Super - Australian Share Fund managed fund was $1.67 million.

The United Personal Super - Australian Share Fund managed fund has an inception date of 19 Aug 1996.

The current entry price of the United Personal Super - Australian Share Fund managed fund is $1.2603 per unit and the current exit price is $1.2603 per unit (as at 31 May 2000).

The current exit price of the United Personal Super - Australian Share Fund managed fund is $1.2603 per unit and the current entry price is $1.2603 per unit (as at 31 May 2000).

The minimum initial investment amount for the United Personal Super - Australian Share Fund 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.