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  5. United Personal Super - Cash Fund - Managed fund profile

United Personal Super - Cash Fund - Managed Fund (Closed)

Fund Objective
To provide a very secure income stream with minimal potential for capital loss or gain.
Fund Strategy
Invests in short term interest bearing securities, which are backed by corporations, banks, mortgages, semi-government and government, with a weighted average maturity no greater than 1 year.

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 0.3% 0.9% 1.79% 3.44% 3.32% 3.55% -% -%
Growth return 0.3% 0.9% 1.79% 3.44% 3.32% 3.55% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Bloomberg AusBond Bank 0+Y TR AUD)
Total return 0.3% 0.97% 2.02% 4.31% 4.34% 3.94% 2.4% 2.05%
As at 31 May 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

United Personal Super - Cash Fund
Cash
71%
Property & Infrastructure
29%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
19.80%
Property & Infrastructure
0%
Australian Equities
0.03%
International Equities
0.03%
Fixed Interest
80.12%
Alternatives
0.03%

General Information

Fund Details
Type Description
United Personal Super - Cash Fund
Closed
United Funds Management Limited
UFM0027AU
Australian Short Term Fixed Interest
Not Rated
Superannuation Fund
19 Aug 1996
$15.67 million (as at 31 Mar 2000)
$1.1496 (as at 31 May 2000)
$1.1496 (as at 31 May 2000)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the United Personal Super - Cash Fund

The objective of the United Personal Super - Cash Fund managed fund is To provide a very secure income stream with minimal potential for capital loss or gain.

The strategy of the United Personal Super - Cash Fund managed fund is Invests in short term interest bearing securities, which are backed by corporations, banks, mortgages, semi-government and government, with a weighted average maturity no greater than 1 year.

The APIR code of the United Personal Super - Cash Fund managed fund is UFM0027AU.

United Personal Super - Cash Fund’s total return last month was 0.3%. This was made up of a growth return of 0.3% and an income return of 0%. These returns were calculated as at 31 May 2000.

United Personal Super - Cash Fund’s total return for the last three months was 0.9%. This was made up of a growth return of 0.9% and an income return of 0%%. These returns were calculated as at 31 May 2000.

United Personal Super - Cash Fund’s one-year total return is 3.44%. This was made up of a growth return of 3.44% and an income return of 0%. These returns were calculated as at 31 May 2000.

United Personal Super - Cash Fund’s one-year total return is 3.55%. This was made up of a growth return of 3.55% and an income return of 0%. These returns were calculated as at 31 May 2000.

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

Cash
71%
Property & Infrastructure
29%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

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

The United Personal Super - Cash Fund managed fund belongs to the Australian Short Term Fixed Interest sector/asset class.

As at 31 Mar 2000, the size of the United Personal Super - Cash Fund managed fund was $15.67 million.

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

The current entry price of the United Personal Super - Cash Fund managed fund is $1.1496 per unit and the current exit price is $1.1496 per unit (as at 31 May 2000).

The current exit price of the United Personal Super - Cash Fund managed fund is $1.1496 per unit and the current entry price is $1.1496 per unit (as at 31 May 2000).

The minimum initial investment amount for the United Personal Super - Cash 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.