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Wealthstar Business Super Perpetuals Wholesale Australian Shares - Managed Fund (Closed)

Fund Objective
Aims to provide long-term capital growth and regular income through investment in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Fund Strategy
Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels, sound management, quality business and recurring earnings.

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 9.23% -0.06% -19.82% -25.04% -16.76% -7.7% -% -%
Growth return 9.23% -0.06% -19.82% -25.04% -16.76% -7.7% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 0.39% 2.7% 11.09% 12.46% 18.51% 13.08% 12.64% 9.68%
As at 31 Mar 2009. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Wealthstar Business Super Perpetuals Wholesale Australian Shares
Australian Equities
82.27%
International Equities
14.66%
Cash
3.07%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
94.99%
International Equities
4.72%
Cash
-0.56%
Property & Infrastructure
1.39%
Fixed Interest
-0.49%
Alternatives
-0.06%

General Information

Fund Details
Type Description
Wealthstar Business Super Perpetuals Wholesale Australian Shares
Closed
Suncorp Portfolio Services Limited
RSA0288AU
Equity Australia Large Value
starstar (as at 31 Mar 2009)
Superannuation Fund
11 Oct 2004
n/a
$1.1247 (as at 15 Apr 2009)
$1.1203 (as at 15 Apr 2009)
Finalised
Offer information
Type Description
Standard entry fee 4.10%
Indirect Cost Ratio (ICR) 2.29% (as at 30 Jun 2006)
Minimum initial investment

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
Commonwealth Bank of Australia Equity 8.47%
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FAQs about the Wealthstar Business Super Perpetuals Wholesale Australian Shares

The objective of the Wealthstar Business Super Perpetuals Wholesale Australian Shares managed fund is Aims to provide long-term capital growth and regular income through investment in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

The strategy of the Wealthstar Business Super Perpetuals Wholesale Australian Shares managed fund is Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels, sound management, quality business and recurring earnings.

The APIR code of the Wealthstar Business Super Perpetuals Wholesale Australian Shares managed fund is RSA0288AU.

Wealthstar Business Super Perpetuals Wholesale Australian Shares’s total return last month was 9.23%. This was made up of a growth return of 9.23% and an income return of 0%. These returns were calculated as at 31 Mar 2009.

Wealthstar Business Super Perpetuals Wholesale Australian Shares’s total return for the last three months was -0.06%. This was made up of a growth return of -0.06% and an income return of 0%%. These returns were calculated as at 31 Mar 2009.

Wealthstar Business Super Perpetuals Wholesale Australian Shares’s one-year total return is -25.04%. This was made up of a growth return of -25.04% and an income return of 0%. These returns were calculated as at 31 Mar 2009.

Wealthstar Business Super Perpetuals Wholesale Australian Shares’s one-year total return is -7.7%. This was made up of a growth return of -7.7% and an income return of 0%. These returns were calculated as at 31 Mar 2009.

The asset allocation of the Wealthstar Business Super Perpetuals Wholesale Australian Shares managed fund is :

Australian Equities
82.27%
International Equities
14.66%
Cash
3.07%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Wealthstar Business Super Perpetuals Wholesale Australian Shares managed fund is Suncorp Portfolio Services Limited.

The Wealthstar Business Super Perpetuals Wholesale Australian Shares managed fund belongs to the Equity Australia Large Value sector/asset class.

As at 31 May 2010, the size of the Wealthstar Business Super Perpetuals Wholesale Australian Shares managed fund was $ million.

The Wealthstar Business Super Perpetuals Wholesale Australian Shares managed fund has an inception date of 11 Oct 2004.

The current entry price of the Wealthstar Business Super Perpetuals Wholesale Australian Shares managed fund is $1.1247 per unit and the current exit price is $1.1203 per unit (as at 15 Apr 2009).

The current exit price of the Wealthstar Business Super Perpetuals Wholesale Australian Shares managed fund is $1.1203 per unit and the current entry price is $1.1247 per unit (as at 15 Apr 2009).

The minimum initial investment amount for the Wealthstar Business Super Perpetuals Wholesale Australian Shares managed fund is $0.

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.