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  5. United Sector Leaders Capital High Growth - Managed fund profile

United Sector Leaders Capital High Growth - Managed Fund (Closed)

Fund Objective
To achieve capital growth, although some income is distributed from the Fund. The Fund aims to provide investors with a total investment return, before tax but after fees and expenses, 5% pa above the rate of increase of the CPI over rolling periods of seven years or longer, and to limit the incidence of a negative annual return to one in any four-year period.
Fund Strategy
30 - 80% Australian Equities, 20 - 70% International Equities, 0 - 20% Property, 0 - 0% Fixed Interest, 0 - 0% Cash Fund, 0 - 20% Alternatives

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 -3.52% -10.78% -12.89% -6.33% -3.27% -4.39% -% -%
Growth return -3.52% -10.78% -15.79% -10.23% -7.63% -7.98% -% -%
Income return 0% 0% 2.9% 3.9% 4.36% 3.59% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.24% 8.5% 4.37% 12.46% 13.84% 12.76% 11.81% 9.04%
As at 30 Sep 2011. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

United Sector Leaders Capital High Growth
Australian Equities
45.66%
International Equities
41.67%
Cash
0.72%
Property & Infrastructure
4.36%
Alternatives
7.59%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
34.16%
International Equities
49.67%
Cash
2.51%
Property & Infrastructure
4.66%
Alternatives
3.63%
Fixed Interest
5.36%

General Information

Fund Details
Type Description
United Sector Leaders Capital High Growth (Wholesale)
Closed
United Funds Management Limited
AUX0008AU
Multisector Aggressive
star (as at 30 Sep 2011)
Investment Fund
1 Dec 2006
$124.05 million (as at 31 Aug 2011)
$0.5479 (as at 30 Sep 2011)
$0.5447 (as at 30 Sep 2011)
Finalised
Offer information
Type Description
MER 1.10% (as at 30 Jun 2007)
Indirect Cost Ratio (ICR) 0.98% (as at 30 Jun 2011)
Performance fee (not included in ICR) 0.14
Minimum initial investment $100,000
Minimum additional investments $1,000.00
Minimum redemption amount

FAQs about the United Sector Leaders Capital High Growth

The objective of the United Sector Leaders Capital High Growth managed fund is To achieve capital growth, although some income is distributed from the Fund. The Fund aims to provide investors with a total investment return, before tax but after fees and expenses, 5% pa above the rate of increase of the CPI over rolling periods of seven years or longer, and to limit the incidence of a negative annual return to one in any four-year period.

The strategy of the United Sector Leaders Capital High Growth managed fund is 30 - 80% Australian Equities, 20 - 70% International Equities, 0 - 20% Property, 0 - 0% Fixed Interest, 0 - 0% Cash Fund, 0 - 20% Alternatives

The APIR code of the United Sector Leaders Capital High Growth managed fund is AUX0008AU.

United Sector Leaders Capital High Growth’s total return last month was -3.52%. This was made up of a growth return of -3.52% and an income return of 0%. These returns were calculated as at 30 Sep 2011.

United Sector Leaders Capital High Growth’s total return for the last three months was -10.78%. This was made up of a growth return of -10.78% and an income return of 0%%. These returns were calculated as at 30 Sep 2011.

United Sector Leaders Capital High Growth’s one-year total return is -6.33%. This was made up of a growth return of -10.23% and an income return of 3.9%. These returns were calculated as at 30 Sep 2011.

United Sector Leaders Capital High Growth’s one-year total return is -4.39%. This was made up of a growth return of -7.98% and an income return of 3.59%. These returns were calculated as at 30 Sep 2011.

The asset allocation of the United Sector Leaders Capital High Growth managed fund is :

Australian Equities
45.66%
International Equities
41.67%
Cash
0.72%
Property & Infrastructure
4.36%
Alternatives
7.59%
Fixed Interest
0%

The Responsible Entity for the United Sector Leaders Capital High Growth managed fund is United Funds Management Limited.

The United Sector Leaders Capital High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Aug 2011, the size of the United Sector Leaders Capital High Growth managed fund was $124.05 million.

The United Sector Leaders Capital High Growth managed fund has an inception date of 1 Dec 2006.

The current entry price of the United Sector Leaders Capital High Growth managed fund is $0.5479 per unit and the current exit price is $0.5447 per unit (as at 30 Sep 2011).

The current exit price of the United Sector Leaders Capital High Growth managed fund is $0.5447 per unit and the current entry price is $0.5479 per unit (as at 30 Sep 2011).

The minimum initial investment amount for the United Sector Leaders Capital High Growth managed fund is $100,000. Minimum additional investment is $1000.

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.