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  5. United PST Capital Growth - Managed fund profile

United PST Capital Growth - Managed Fund (Closed)

Fund Objective
To provide exposure to a range of sectors to achieve mostly capital growth over the long term. We aim to outperform the weighted average of the various sector benchmarks according to the benchmark asset allocation over the suggested investment time frame. There is no listed benchmark for this Fund.
Fund Strategy
The allocation of investments across sectors for this diversified Fund is determined by analysis of economic factors which influence the business cycle, and consideration of asset valuations. Since the performance of sectors varies depending on the business cycle, we aim to adjust sector weightings in order to maximise the performance over the suggested investment time frame.

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 -1.7% -7.4% -6.03% -2.61% -0.52% 0.63% -1.16% 2.64%
Growth return -1.7% -7.4% -6.03% -2.61% -0.52% 0.63% -1.16% 2.64%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 30 Sep 2011. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

United PST Capital Growth
Australian Equities
42.50%
International Equities
22.63%
Cash
4.03%
Property & Infrastructure
2.98%
Fixed Interest
21.83%
Alternatives
6.03%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%
Alternatives
4.02%

General Information

Fund Details
Type Description
United PST Capital Growth (Wholesale)
Closed
United Funds Management Limited
CRS0010AU
Multisector Growth
starstarstar (as at 31 Aug 2011)
Superannuation Fund
28 Jun 1993
$6.73 million (as at 31 Aug 2011)
$2.9026 (as at 30 Sep 2011)
$2.8898 (as at 30 Sep 2011)
Finalised
Offer information
Type Description
MER 0.72% (as at 30 Jun 2007)
Indirect Cost Ratio (ICR) 0.73% (as at 30 Jun 2011)

FAQs about the United PST Capital Growth

The objective of the United PST Capital Growth managed fund is To provide exposure to a range of sectors to achieve mostly capital growth over the long term. We aim to outperform the weighted average of the various sector benchmarks according to the benchmark asset allocation over the suggested investment time frame. There is no listed benchmark for this Fund.

The strategy of the United PST Capital Growth managed fund is The allocation of investments across sectors for this diversified Fund is determined by analysis of economic factors which influence the business cycle, and consideration of asset valuations. Since the performance of sectors varies depending on the business cycle, we aim to adjust sector weightings in order to maximise the performance over the suggested investment time frame.

The APIR code of the United PST Capital Growth managed fund is CRS0010AU.

United PST Capital Growth’s total return last month was -1.7%. This was made up of a growth return of -1.7% and an income return of 0%. These returns were calculated as at 30 Sep 2011.

United PST Capital Growth’s total return for the last three months was -7.4%. This was made up of a growth return of -7.4% and an income return of 0%%. These returns were calculated as at 30 Sep 2011.

United PST Capital Growth’s one-year total return is -2.61%. This was made up of a growth return of -2.61% and an income return of 0%. These returns were calculated as at 30 Sep 2011.

United PST Capital Growth’s one-year total return is 0.63%. This was made up of a growth return of 0.63% and an income return of 0%. These returns were calculated as at 30 Sep 2011.

The asset allocation of the United PST Capital Growth managed fund is :

Australian Equities
42.50%
International Equities
22.63%
Cash
4.03%
Property & Infrastructure
2.98%
Fixed Interest
21.83%
Alternatives
6.03%

The Responsible Entity for the United PST Capital Growth managed fund is United Funds Management Limited.

The United PST Capital Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Aug 2011, the size of the United PST Capital Growth managed fund was $6.73 million.

The United PST Capital Growth managed fund has an inception date of 28 Jun 1993.

The current entry price of the United PST Capital Growth managed fund is $2.9026 per unit and the current exit price is $2.8898 per unit (as at 30 Sep 2011).

The current exit price of the United PST Capital Growth managed fund is $2.8898 per unit and the current entry price is $2.9026 per unit (as at 30 Sep 2011).

The minimum initial investment amount for the United PST Capital Growth managed fund is $.

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.