InvestSMART

Vic Super MySuper Lifecycle Enjoy - Managed Fund (Closed)

Fund Objective
CPI 2.75%.
Fund Strategy
Designed to maintain some growth in your retirement savings, so you can ENJOY your retirement. You'll continue to be invested in a diversified portfolio that has a slight bias to capital growth investments, and also holds a moderate amount of defensive investments.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.93% 2.12% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 0.36% -0.19% 3.12% 6.99% 9.02% 8.52% 5.72% 6.52%
As at 30 Apr 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details
Type Description
Vic Super MySuper Lifecycle Enjoy
Closed
Multisector Balanced
Not Rated
Allocated Pension
3 Nov 2022
n/a
n/a
n/a
Finalised
Offer information
Type Description
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One
How to Assess your Managed Fund: And How to Choose the Next One
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the Vic Super MySuper Lifecycle Enjoy

The objective of the Vic Super MySuper Lifecycle Enjoy managed fund is CPI+2.75%.

The strategy of the Vic Super MySuper Lifecycle Enjoy managed fund is Designed to maintain some growth in your retirement savings, so you can ENJOY your retirement. You'll continue to be invested in a diversified portfolio that has a slight bias to capital growth investments, and also holds a moderate amount of defensive investments.

The APIR code of the Vic Super MySuper Lifecycle Enjoy managed fund is .

Vic Super MySuper Lifecycle Enjoy’s total return last month was 0.93%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2023.

Vic Super MySuper Lifecycle Enjoy’s total return for the last three months was 2.12%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Apr 2023.

Vic Super MySuper Lifecycle Enjoy’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 30 Apr 2023.

Vic Super MySuper Lifecycle Enjoy’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 30 Apr 2023.

The asset allocation of the Vic Super MySuper Lifecycle Enjoy managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Vic Super MySuper Lifecycle Enjoy managed fund belongs to the Multisector Balanced sector/asset class.

As at , the size of the Vic Super MySuper Lifecycle Enjoy managed fund was $ million.

The Vic Super MySuper Lifecycle Enjoy managed fund has an inception date of 3 Nov 2022.

The current entry price of the Vic Super MySuper Lifecycle Enjoy managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Vic Super MySuper Lifecycle Enjoy managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Vic Super MySuper Lifecycle Enjoy 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.