Zurich Corporate Super - Managed Stable Fund - Managed Fund (Closed)

Fund Objective

To provide investors with security and capital growth over the short to medium term. The Investment Portfolio aims to provide investors with a total return, before fees and tax, that will outperform the benchmark over a period of three years.

Fund Strategy

The Investment Portfolio invests mainly in fixed interest securities and cash with some exposure to growth assets such as Australian and international shares and listed property securities. The Investment Portfolio is designed to reduce investment risk by diversifying across asset classes. The Investment Portfolio's investment earnings are taxed at the rate applying to the investment earnings in superannuation funds. It has no entry or exit fees.

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.

Grow your money, not your fees

It's fees rather than returns that make the biggest difference to your investment's compounding returns.

Free Fees Report

Investing made simple

Our professionally-tailored investment portfolios consistently beat most of our peers.

Free investor guide

Grow your money, not your fees

It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report

Investing made simple

Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

% 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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.45%	2%	0.59%	-0.82%	2.54%	4.11%	5.07%	-%
Growth return	0.45%	2%	0.59%	-0.82%	2.54%	4.11%	5.07%	-%
Income return	0%	0%	0%	0%	0%	0%	0%	-%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return	1.19%	0.27%	2.9%	7.77%	5.95%	4.37%	3.75%	3.98%

As at 31 Dec 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Zurich Corporate Super - Managed Stable Fund

Australian Equities: 8.65%

International Equities: 18.86%

Cash: 5.49%

Property: 1.35%

Fixed Interest: 46.16%

Alternatives: 19.50%

Average Allocation of Peers

Australian Equities: 10.74%

International Equities: 13.64%

Cash: 14.75%

Property: 4.03%

Fixed Interest: 50.85%

Alternatives: 6%

General Information

Fund Details

Type	Description
Fund Name	Zurich Corporate Super - Managed Stable Fund (Wholesale)
Fund Status	Closed
Responsible Entity	Zurich Australia Limited
APIR Code	ZUR0027AU
Sector/Asset Class	Multisector Moderate
Morningstar Rating	Not Rated
Legal Structure	Superannuation Fund
Fund Inception	31 Jan 1993
Fund Size	n/a
Entry Price	n/a
Exit Price	$2.1106 (as at 8 Apr 2004)
Fund Status	Finalised

Offer information

Type	Description
MER	0.08% (as at 30 Jun 2000)
Indirect Cost Ratio (ICR)	2.86% (as at 30 Jun 2008)

FAQs about the Zurich Corporate Super - Managed Stable Fund

What is the objective of the Zurich Corporate Super - Managed Stable Fund managed fund?

The objective of the Zurich Corporate Super - Managed Stable Fund managed fund is To provide investors with security and capital growth over the short to medium term. The Investment Portfolio aims to provide investors with a total return, before fees and tax, that will outperform the benchmark over a period of three years.

What is the strategy for the Zurich Corporate Super - Managed Stable Fund managed fund?

The strategy of the Zurich Corporate Super - Managed Stable Fund managed fund is The Investment Portfolio invests mainly in fixed interest securities and cash with some exposure to growth assets such as Australian and international shares and listed property securities. The Investment Portfolio is designed to reduce investment risk by diversifying across asset classes. The Investment Portfolio's investment earnings are taxed at the rate applying to the investment earnings in superannuation funds. It has no entry or exit fees.

What is the APIR code of the Zurich Corporate Super - Managed Stable Fund managed fund?

The APIR code of the Zurich Corporate Super - Managed Stable Fund managed fund is ZUR0027AU.

What was Zurich Corporate Super - Managed Stable Fund’s total return last month?

Zurich Corporate Super - Managed Stable Fund’s total return last month was 0.45%. This was made up of a growth return of 0.45% and an income return of 0%. These returns were calculated as at 31 Dec 2002.

What was Zurich Corporate Super - Managed Stable Fund’s total return for the last three months?

Zurich Corporate Super - Managed Stable Fund’s total return for the last three months was 2%. This was made up of a growth return of 2% and an income return of 0%%. These returns were calculated as at 31 Dec 2002.

What is Zurich Corporate Super - Managed Stable Fund’s one-year total return?

Zurich Corporate Super - Managed Stable Fund’s one-year total return is -0.82%. This was made up of a growth return of -0.82% and an income return of 0%. These returns were calculated as at 31 Dec 2002.

What is Zurich Corporate Super - Managed Stable Fund’s three-year total return?

Zurich Corporate Super - Managed Stable Fund’s one-year total return is 4.11%. This was made up of a growth return of 4.11% and an income return of 0%. These returns were calculated as at 31 Dec 2002.

What is the asset allocation of the Zurich Corporate Super - Managed Stable Fund managed fund?

The asset allocation of the Zurich Corporate Super - Managed Stable Fund managed fund is :

Australian Equities: 8.65%

International Equities: 18.86%

Cash: 5.49%

Property: 1.35%

Fixed Interest: 46.16%

Alternatives: 19.50%

Who is the responsible Entity of the Zurich Corporate Super - Managed Stable Fund managed fund?

The Responsible Entity for the Zurich Corporate Super - Managed Stable Fund managed fund is Zurich Australia Limited.

What sector/asset class does the Zurich Corporate Super - Managed Stable Fund managed fund belong to?

The Zurich Corporate Super - Managed Stable Fund managed fund belongs to the Multisector Moderate sector/asset class.

What is the size of the Zurich Corporate Super - Managed Stable Fund managed fund?

As at 30 Apr 2010, the size of the Zurich Corporate Super - Managed Stable Fund managed fund was $ million.

What is the inception date of the Zurich Corporate Super - Managed Stable Fund managed fund?

The Zurich Corporate Super - Managed Stable Fund managed fund has an inception date of 31 Jan 1993.

What is the current entry price of the Zurich Corporate Super - Managed Stable Fund managed fund?

The current entry price of the Zurich Corporate Super - Managed Stable Fund managed fund is $ per unit and the current exit price is $2.1106 per unit (as at 8 Apr 2004).

What is the current exit price of the Zurich Corporate Super - Managed Stable Fund managed fund?

The current exit price of the Zurich Corporate Super - Managed Stable Fund managed fund is $2.1106 per unit and the current entry price is $ per unit (as at 8 Apr 2004).

What is the minimum investment amount for the Zurich Corporate Super - Managed Stable Fund managed fund?

The minimum initial investment amount for the Zurich Corporate Super - Managed Stable Fund 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.

What our members say about us