Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 2.2% | 5.2% | 4.73% | -3.37% | 2.71% | 10.54% | -1.82% | 4.29% |
Growth return | 2.2% | 5.2% | 4.73% | -3.37% | 2.71% | 10.54% | -1.82% | 4.29% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
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Total return | 2.21% | 6.59% | 8.29% | 14.58% | 15.23% | 13.97% | 11.61% | 9.87% |
Type | Description |
Vanguard Personal Super Plan - LifeStrategy High Growth | |
Closed | |
Vanguard Investments Australia Ltd | |
VAN0118AU | |
Multisector Aggressive | |
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|
Superannuation Fund | |
1 Dec 2001 | |
$44.4 million (as at 31 Jan 2012) | |
$1.8449 (as at 29 Feb 2012) | |
$1.8373 (as at 29 Feb 2012) | |
Finalised |
Type | Description |
MER | 0.37% (as at 30 Jun 2004) |
Indirect Cost Ratio (ICR) | 1.14% (as at 30 Jun 2011) |
Minimum initial investment | $20,000 |
Minimum additional investments | $200.00 |
The objective of the Vanguard Personal Super Plan - LifeStrategy High Growth managed fund is The Fund seeks to match the weighted average return of the target indexes of each of the underlying Vanguard Index Funds in which it invests after allowing for tax but before taking into account Fund fees and expenses.
The strategy of the Vanguard Personal Super Plan - LifeStrategy High Growth managed fund is The Fund's strategic allocation reflects a 90% allocation to growth assets and a 10% allocation to income assets.
The APIR code of the Vanguard Personal Super Plan - LifeStrategy High Growth managed fund is VAN0118AU.
Vanguard Personal Super Plan - LifeStrategy High Growth’s total return last month was 2.2%. This was made up of a growth return of 2.2% and an income return of 0%. These returns were calculated as at 29 Feb 2012.
Vanguard Personal Super Plan - LifeStrategy High Growth’s total return for the last three months was 5.2%. This was made up of a growth return of 5.2% and an income return of 0%%. These returns were calculated as at 29 Feb 2012.
Vanguard Personal Super Plan - LifeStrategy High Growth’s one-year total return is -3.37%. This was made up of a growth return of -3.37% and an income return of 0%. These returns were calculated as at 29 Feb 2012.
Vanguard Personal Super Plan - LifeStrategy High Growth’s one-year total return is 10.54%. This was made up of a growth return of 10.54% and an income return of 0%. These returns were calculated as at 29 Feb 2012.
The asset allocation of the Vanguard Personal Super Plan - LifeStrategy High Growth managed fund is :
The Responsible Entity for the Vanguard Personal Super Plan - LifeStrategy High Growth managed fund is Vanguard Investments Australia Ltd.
The Vanguard Personal Super Plan - LifeStrategy High Growth managed fund belongs to the Multisector Aggressive sector/asset class.
As at 31 Jan 2012, the size of the Vanguard Personal Super Plan - LifeStrategy High Growth managed fund was $44.4 million.
The Vanguard Personal Super Plan - LifeStrategy High Growth managed fund has an inception date of 1 Dec 2001.
The current entry price of the Vanguard Personal Super Plan - LifeStrategy High Growth managed fund is $1.8449 per unit and the current exit price is $1.8373 per unit (as at 29 Feb 2012).
The current exit price of the Vanguard Personal Super Plan - LifeStrategy High Growth managed fund is $1.8373 per unit and the current entry price is $1.8449 per unit (as at 29 Feb 2012).
The minimum initial investment amount for the Vanguard Personal Super Plan - LifeStrategy High Growth managed fund is $20,000. Minimum additional investment is $200.
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.