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  5. Wealthstar Personal Super Intech High Growth Plus - Managed fund profile

Wealthstar Personal Super Intech High Growth Plus - Managed Fund (Closed)

Fund Objective
Aims to earn a rate of return that exceeds Consumer Price Index increases by at least 4.0% p.a. over rolling 7 year periods.
Fund Strategy
A multi-asset Fund designed to take full advantage of current market valuations by investing in a high conviction portfolio of the most attractive assets on a reward for risk basis. Unlike more traditional diversified funds, the Fund is not constrained by a specific strategic benchmark or index. Underpinning the portfolio is an overarching focus on capital preservation over the targeted investment horizon.

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 4.31% -6.98% -23.76% -30.18% -21.88% -11.68% -% -%
Growth return 4.31% -6.98% -23.76% -30.18% -21.88% -11.68% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
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 31 Mar 2009. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Wealthstar Personal Super Intech High Growth Plus
Australian Equities
2.11%
International Equities
46.94%
Cash
12.84%
Property & Infrastructure
3.73%
Fixed Interest
27.45%
Alternatives
6.93%
Average Allocation of Peers
Australian Equities
34.14%
International Equities
49.80%
Cash
2.38%
Property & Infrastructure
4.81%
Fixed Interest
5.35%
Alternatives
3.52%

General Information

Fund Details
Type Description
Wealthstar Personal Super Intech High Growth Plus
Closed
Suncorp Portfolio Services Limited
RSA0309AU
Multisector Aggressive
star (as at 31 Mar 2009)
Superannuation Fund
11 Oct 2004
n/a
$0.9701 (as at 16 Apr 2009)
$0.9657 (as at 16 Apr 2009)
Finalised
Offer information
Type Description
Standard entry fee 4.10%
Indirect Cost Ratio (ICR) 0.73% (as at 30 Jun 2008)
Minimum initial investment

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
Morningstar Global Opportunities Class A Mutual Fund - Open End 18.67%
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FAQs about the Wealthstar Personal Super Intech High Growth Plus

The objective of the Wealthstar Personal Super Intech High Growth Plus managed fund is Aims to earn a rate of return that exceeds Consumer Price Index increases by at least 4.0% p.a. over rolling 7 year periods.

The strategy of the Wealthstar Personal Super Intech High Growth Plus managed fund is A multi-asset Fund designed to take full advantage of current market valuations by investing in a high conviction portfolio of the most attractive assets on a reward for risk basis. Unlike more traditional diversified funds, the Fund is not constrained by a specific strategic benchmark or index. Underpinning the portfolio is an overarching focus on capital preservation over the targeted investment horizon.

The APIR code of the Wealthstar Personal Super Intech High Growth Plus managed fund is RSA0309AU.

Wealthstar Personal Super Intech High Growth Plus’s total return last month was 4.31%. This was made up of a growth return of 4.31% and an income return of 0%. These returns were calculated as at 31 Mar 2009.

Wealthstar Personal Super Intech High Growth Plus’s total return for the last three months was -6.98%. This was made up of a growth return of -6.98% and an income return of 0%%. These returns were calculated as at 31 Mar 2009.

Wealthstar Personal Super Intech High Growth Plus’s one-year total return is -30.18%. This was made up of a growth return of -30.18% and an income return of 0%. These returns were calculated as at 31 Mar 2009.

Wealthstar Personal Super Intech High Growth Plus’s one-year total return is -11.68%. This was made up of a growth return of -11.68% and an income return of 0%. These returns were calculated as at 31 Mar 2009.

The asset allocation of the Wealthstar Personal Super Intech High Growth Plus managed fund is :

Australian Equities
2.11%
International Equities
46.94%
Cash
12.84%
Property & Infrastructure
3.73%
Fixed Interest
27.45%
Alternatives
6.93%

The Responsible Entity for the Wealthstar Personal Super Intech High Growth Plus managed fund is Suncorp Portfolio Services Limited.

The Wealthstar Personal Super Intech High Growth Plus managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 May 2015, the size of the Wealthstar Personal Super Intech High Growth Plus managed fund was $ million.

The Wealthstar Personal Super Intech High Growth Plus managed fund has an inception date of 11 Oct 2004.

The current entry price of the Wealthstar Personal Super Intech High Growth Plus managed fund is $0.9701 per unit and the current exit price is $0.9657 per unit (as at 16 Apr 2009).

The current exit price of the Wealthstar Personal Super Intech High Growth Plus managed fund is $0.9657 per unit and the current entry price is $0.9701 per unit (as at 16 Apr 2009).

The minimum initial investment amount for the Wealthstar Personal Super Intech High Growth Plus 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.