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  5. United Personal Super - International Shares Fund - Managed fund profile

United Personal Super - International Shares Fund - Managed Fund (Closed)

Fund Objective
To provide returns in excess of world markets, as measured by the Morgan Stanley Capital International (MSCI) World Accumulation Index ($A), over any 3 year period. The manager aims to obtain a greater diversification than is available in the Australian sharemarket alone, by investing in overseas stocks and industries. Minimum suggested investment horizon is at least 6 years.
Fund Strategy
Invests in a diversified range of shares listed on the stock exchanges of the world, both in developed and emerging markets. Fund uses a range of Australian and International share fund managers. For international securities, the manager may choose to hedge the Fund against any 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 0.6% 6.47% 10.54% 15.85% 7.65% 15.95% -% -%
Growth return 0.6% 6.47% 10.54% 15.85% 7.65% 15.95% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 May 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

United Personal Super - International Shares Fund
International Equities
92%
Cash
8%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.50%
Cash
1.75%
Australian Equities
1.45%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
United Personal Super - International Shares Fund
Closed
United Funds Management Limited
UFM0031AU
Equity World Other
Not Rated
Superannuation Fund
19 Aug 1996
$1.75 million (as at 31 Mar 2000)
$1.7817 (as at 31 May 2000)
$1.7817 (as at 31 May 2000)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the United Personal Super - International Shares Fund

The objective of the United Personal Super - International Shares Fund managed fund is To provide returns in excess of world markets, as measured by the Morgan Stanley Capital International (MSCI) World Accumulation Index ($A), over any 3 year period. The manager aims to obtain a greater diversification than is available in the Australian sharemarket alone, by investing in overseas stocks and industries. Minimum suggested investment horizon is at least 6 years.

The strategy of the United Personal Super - International Shares Fund managed fund is Invests in a diversified range of shares listed on the stock exchanges of the world, both in developed and emerging markets. Fund uses a range of Australian and International share fund managers. For international securities, the manager may choose to hedge the Fund against any major adverse currency movements.

The APIR code of the United Personal Super - International Shares Fund managed fund is UFM0031AU.

United Personal Super - International Shares Fund’s total return last month was 0.6%. This was made up of a growth return of 0.6% and an income return of 0%. These returns were calculated as at 31 May 2000.

United Personal Super - International Shares Fund’s total return for the last three months was 6.47%. This was made up of a growth return of 6.47% and an income return of 0%%. These returns were calculated as at 31 May 2000.

United Personal Super - International Shares Fund’s one-year total return is 15.85%. This was made up of a growth return of 15.85% and an income return of 0%. These returns were calculated as at 31 May 2000.

United Personal Super - International Shares Fund’s one-year total return is 15.95%. This was made up of a growth return of 15.95% and an income return of 0%. These returns were calculated as at 31 May 2000.

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

International Equities
92%
Cash
8%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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

The United Personal Super - International Shares Fund managed fund belongs to the Equity World Other sector/asset class.

As at 31 Mar 2000, the size of the United Personal Super - International Shares Fund managed fund was $1.75 million.

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

The current entry price of the United Personal Super - International Shares Fund managed fund is $1.7817 per unit and the current exit price is $1.7817 per unit (as at 31 May 2000).

The current exit price of the United Personal Super - International Shares Fund managed fund is $1.7817 per unit and the current entry price is $1.7817 per unit (as at 31 May 2000).

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