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  5. Vic Super MySuper Lifecycle Manage 62 - Managed fund profile

Vic Super MySuper Lifecycle Manage 62 - Managed Fund (Closed)

Fund Objective
CPI 3.35%.
Fund Strategy
Designed to MANAGE a series of yearly adjustments to your investment mix in the lead up to retirement. You'll remain invested in a diversified portfolio with a high allocation to growth assets initially, but as you approach retirement, we'll progressively increase your allocation to defensive assets to cushion your portfolio from significant dips in the market and help preserve your capital.

Fund Performance Comparison

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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.
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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 1.29% 2.1% 6.34% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
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 Jun 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
4.02%
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%

General Information

Fund Details
Type Description
Vic Super MySuper Lifecycle Manage 62
Closed
Multisector Growth
Not Rated
Allocated Pension
3 Nov 2022
n/a
n/a
n/a
Finalised
Offer information
Type Description

FAQs about the Vic Super MySuper Lifecycle Manage 62

The objective of the Vic Super MySuper Lifecycle Manage 62 managed fund is CPI+3.35%.

The strategy of the Vic Super MySuper Lifecycle Manage 62 managed fund is Designed to MANAGE a series of yearly adjustments to your investment mix in the lead up to retirement. You'll remain invested in a diversified portfolio with a high allocation to growth assets initially, but as you approach retirement, we'll progressively increase your allocation to defensive assets to cushion your portfolio from significant dips in the market and help preserve your capital.

The APIR code of the Vic Super MySuper Lifecycle Manage 62 managed fund is .

Vic Super MySuper Lifecycle Manage 62’s total return last month was 1.29%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2023.

Vic Super MySuper Lifecycle Manage 62’s total return for the last three months was 2.1%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Jun 2023.

Vic Super MySuper Lifecycle Manage 62’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 Jun 2023.

Vic Super MySuper Lifecycle Manage 62’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 Jun 2023.

The asset allocation of the Vic Super MySuper Lifecycle Manage 62 managed fund is :

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

The Vic Super MySuper Lifecycle Manage 62 managed fund belongs to the Multisector Growth sector/asset class.

As at , the size of the Vic Super MySuper Lifecycle Manage 62 managed fund was $ million.

The Vic Super MySuper Lifecycle Manage 62 managed fund has an inception date of 3 Nov 2022.

The current entry price of the Vic Super MySuper Lifecycle Manage 62 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 Manage 62 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 Manage 62 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.