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  5. United Personal Super - Fixed Interest Fund - Managed fund profile

United Personal Super - Fixed Interest Fund - Managed Fund (Closed)

Fund Objective
To provide relatively secure returns, achieving returns consistent with the SBC Warburg Composite Bond Index over any 2 year period. Minimum suggested investment timeframe is 3 years.
Fund Strategy
Invests in a range of fixed interest securities, which are backed by banks, government, mortgages, semi-government and large corporations. The securities are usually Australian and international fixed interest securities may also be used, with hedging against major adverse currency movements.

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 0.94% 2.02% 3.1% 2.72% 2.15% 4.43% -% -%
Growth return 0.94% 2.02% 3.1% 2.72% 2.15% 4.43% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return -0.04% 0.88% 3.72% 5.22% 4.94% 2.74% -0.18% 2.17%
As at 31 May 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

United Personal Super - Fixed Interest Fund
Cash
10%
Fixed Interest
90%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Cash
6.93%
Fixed Interest
92.15%
Australian Equities
0.62%
International Equities
0.03%
Property & Infrastructure
0.02%
Alternatives
0.25%

General Information

Fund Details
Type Description
United Personal Super - Fixed Interest Fund
Closed
United Funds Management Limited
UFM0028AU
Bonds - Australia
Not Rated
Superannuation Fund
19 Aug 1996
$0.62 million (as at 31 Mar 2000)
$1.2123 (as at 31 May 2000)
$1.2123 (as at 31 May 2000)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the United Personal Super - Fixed Interest Fund

The objective of the United Personal Super - Fixed Interest Fund managed fund is To provide relatively secure returns, achieving returns consistent with the SBC Warburg Composite Bond Index over any 2 year period. Minimum suggested investment timeframe is 3 years.

The strategy of the United Personal Super - Fixed Interest Fund managed fund is Invests in a range of fixed interest securities, which are backed by banks, government, mortgages, semi-government and large corporations. The securities are usually Australian and international fixed interest securities may also be used, with hedging against major adverse currency movements.

The APIR code of the United Personal Super - Fixed Interest Fund managed fund is UFM0028AU.

United Personal Super - Fixed Interest Fund’s total return last month was 0.94%. This was made up of a growth return of 0.94% and an income return of 0%. These returns were calculated as at 31 May 2000.

United Personal Super - Fixed Interest Fund’s total return for the last three months was 2.02%. This was made up of a growth return of 2.02% and an income return of 0%%. These returns were calculated as at 31 May 2000.

United Personal Super - Fixed Interest Fund’s one-year total return is 2.72%. This was made up of a growth return of 2.72% and an income return of 0%. These returns were calculated as at 31 May 2000.

United Personal Super - Fixed Interest Fund’s one-year total return is 4.43%. This was made up of a growth return of 4.43% and an income return of 0%. These returns were calculated as at 31 May 2000.

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

Cash
10%
Fixed Interest
90%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%

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

The United Personal Super - Fixed Interest Fund managed fund belongs to the Bonds - Australia sector/asset class.

As at 31 Mar 2000, the size of the United Personal Super - Fixed Interest Fund managed fund was $0.62 million.

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

The current entry price of the United Personal Super - Fixed Interest Fund managed fund is $1.2123 per unit and the current exit price is $1.2123 per unit (as at 31 May 2000).

The current exit price of the United Personal Super - Fixed Interest Fund managed fund is $1.2123 per unit and the current entry price is $1.2123 per unit (as at 31 May 2000).

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