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  5. Zurich i.sup - Managed Growth Blend PST - Managed fund profile

Zurich i.sup - Managed Growth Blend PST - Managed Fund (Closed)

Fund Objective
To provide investors with capital growth over the medium to long-term, through exposure across a range of asset classes and by using several investment managers.
Fund Strategy
This option invests in a mix of Australian and international shares, fixed interest securities, listed property trusts and cash. The option is designed to reduce overall portfolio risk by spreading investments across asset classes and across a number of specialist investment managers with complementary investment management styles.

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 1.13% 2.81% 6.35% 13.45% 14.66% 13.42% 8.19% -%
Growth return 1.13% 2.81% 6.35% 13.45% 14.65% 13.42% 8.19% -%
Income return 0% 0% 0% 0% 0.01% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.72% 6.62% 4.1% 10.61% 11.6% 10.22% 9.06% 7.43%
As at 31 May 2007. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Zurich i.sup - Managed Growth Blend PST
Australian Equities
30.62%
International Equities
24.93%
Cash
6.63%
Property & Infrastructure
4.04%
Fixed Interest
33.78%
Alternatives
0%
Average Allocation of Peers
Australian Equities
26.17%
International Equities
33.77%
Cash
6.45%
Property & Infrastructure
6.92%
Fixed Interest
22.67%
Alternatives
4.02%

General Information

Fund Details
Type Description
Zurich i.sup - Managed Growth Blend PST
Closed
Zurich Australian Superannuation Pty Ltd
ZUR0379AU
Multisector Growth
starstar (as at 30 Apr 2007)
Superannuation Fund
12 Dec 2000
$120.39 million (as at 31 May 2007)
$1.58 (as at 30 Jun 2007)
$1.574 (as at 30 Jun 2007)
Finalised
Offer information
Type Description
MER 2% (as at 30 Jun 2006)
Indirect Cost Ratio (ICR) 2.65% (as at 30 Jun 2008)
Minimum initial investment $2,500.00

FAQs about the Zurich i.sup - Managed Growth Blend PST

The objective of the Zurich i.sup - Managed Growth Blend PST managed fund is To provide investors with capital growth over the medium to long-term, through exposure across a range of asset classes and by using several investment managers.

The strategy of the Zurich i.sup - Managed Growth Blend PST managed fund is This option invests in a mix of Australian and international shares, fixed interest securities, listed property trusts and cash. The option is designed to reduce overall portfolio risk by spreading investments across asset classes and across a number of specialist investment managers with complementary investment management styles.

The APIR code of the Zurich i.sup - Managed Growth Blend PST managed fund is ZUR0379AU.

Zurich i.sup - Managed Growth Blend PST’s total return last month was 1.13%. This was made up of a growth return of 1.13% and an income return of 0%. These returns were calculated as at 31 May 2007.

Zurich i.sup - Managed Growth Blend PST’s total return for the last three months was 2.81%. This was made up of a growth return of 2.81% and an income return of 0%%. These returns were calculated as at 31 May 2007.

Zurich i.sup - Managed Growth Blend PST’s one-year total return is 13.45%. This was made up of a growth return of 13.45% and an income return of 0%. These returns were calculated as at 31 May 2007.

Zurich i.sup - Managed Growth Blend PST’s one-year total return is 13.42%. This was made up of a growth return of 13.42% and an income return of 0%. These returns were calculated as at 31 May 2007.

The asset allocation of the Zurich i.sup - Managed Growth Blend PST managed fund is :

Australian Equities
30.62%
International Equities
24.93%
Cash
6.63%
Property & Infrastructure
4.04%
Fixed Interest
33.78%
Alternatives
0%

The Responsible Entity for the Zurich i.sup - Managed Growth Blend PST managed fund is Zurich Australian Superannuation Pty Ltd.

The Zurich i.sup - Managed Growth Blend PST managed fund belongs to the Multisector Growth sector/asset class.

As at 31 May 2007, the size of the Zurich i.sup - Managed Growth Blend PST managed fund was $120.39 million.

The Zurich i.sup - Managed Growth Blend PST managed fund has an inception date of 12 Dec 2000.

The current entry price of the Zurich i.sup - Managed Growth Blend PST managed fund is $1.58 per unit and the current exit price is $1.574 per unit (as at 30 Jun 2007).

The current exit price of the Zurich i.sup - Managed Growth Blend PST managed fund is $1.574 per unit and the current entry price is $1.58 per unit (as at 30 Jun 2007).

The minimum initial investment amount for the Zurich i.sup - Managed Growth Blend PST managed fund is $2,500.

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.