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  5. United PST - Balanced Fund - Managed fund profile

United PST - Balanced Fund - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
N/A

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 0.74% 3.74% 3.14% 2.97% 5.13% -% -% -%
Growth return 0.74% 3.74% 3.14% 2.97% 5.13% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.72% 6.62% 4.1% 10.61% 11.6% 10.22% 9.06% 7.43%
As at 31 Dec 1999. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

United PST - Balanced Fund
Australian Equities
32.13%
International Equities
17.02%
Cash
11.51%
Property & Infrastructure
8.41%
Fixed Interest
30.93%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.18%
International Equities
35.09%
Cash
6.45%
Property & Infrastructure
6.32%
Fixed Interest
20.96%
Alternatives
4%

General Information

Fund Details
Type Description
United PST - Balanced Fund (Wholesale)
Closed
United Funds Management Limited
UFM0022AU
Multisector Growth
Not Rated
Superannuation Fund
8 Aug 1996
$0.12 million (as at 31 Dec 1999)
$1.2262 (as at 11 Jan 2000)
$1.2262 (as at 11 Jan 2000)
Finalised
Offer information
Type Description
Minimum initial investment

FAQs about the United PST - Balanced Fund

The objective of the United PST - Balanced Fund managed fund is N/A

The strategy of the United PST - Balanced Fund managed fund is N/A

The APIR code of the United PST - Balanced Fund managed fund is UFM0022AU.

United PST - Balanced Fund’s total return last month was 0.74%. This was made up of a growth return of 0.74% and an income return of 0%. These returns were calculated as at 31 Dec 1999.

United PST - Balanced Fund’s total return for the last three months was 3.74%. This was made up of a growth return of 3.74% and an income return of 0%%. These returns were calculated as at 31 Dec 1999.

United PST - Balanced Fund’s one-year total return is 2.97%. This was made up of a growth return of 2.97% and an income return of 0%. These returns were calculated as at 31 Dec 1999.

United PST - Balanced Fund’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 1999.

The asset allocation of the United PST - Balanced Fund managed fund is :

Australian Equities
32.13%
International Equities
17.02%
Cash
11.51%
Property & Infrastructure
8.41%
Fixed Interest
30.93%
Alternatives
0%

The Responsible Entity for the United PST - Balanced Fund managed fund is United Funds Management Limited.

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

As at 31 Dec 1999, the size of the United PST - Balanced Fund managed fund was $0.12 million.

The United PST - Balanced Fund managed fund has an inception date of 8 Aug 1996.

The current entry price of the United PST - Balanced Fund managed fund is $1.2262 per unit and the current exit price is $1.2262 per unit (as at 11 Jan 2000).

The current exit price of the United PST - Balanced Fund managed fund is $1.2262 per unit and the current entry price is $1.2262 per unit (as at 11 Jan 2000).

The minimum initial investment amount for the United PST - Balanced 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.