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  5. AIA SuperBridge - Managed - Managed fund profile

AIA SuperBridge - Managed - Managed Fund

Fund Objective
A mult sector growth deferred annuity aiming to produce superior investment returns by maintaining 75% of its assets in shares and property. The Managed Growth investment option is suited to long term investment (10 or more years). Because of its high degree of exposure to growth assets, investors should be in a position to accept a significant degree of investment volatility and associated risk.
Fund Strategy
Invests around 60% in Australian and foreign shares. The asset profile of the fund is to be maintained closed to 37.5% Australian shares, 22.5% foreign shares, 15% property, 20% fixed interest and 5% cash.

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 1.11% 2.58% 5.71% 15.43% 9.74% 5.3% 5.87% 6.38%
Growth return 1.11% 2.58% 5.71% 15.43% 9.74% 5.3% 5.87% 6.38%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.43% 1.58% 7.38% 20.91% 12.04% 5.34% 6.61% 7.49%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AIA SuperBridge - Managed
Australian Equities
35.81%
International Equities
24.86%
Cash
11.01%
Property
10.06%
Fixed Interest
18.27%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.51%
International Equities
34.07%
Cash
5.57%
Property
6.79%
Fixed Interest
21.68%
Alternatives
4.38%

General Information

Fund Details
Type Description
AIA SuperBridge - Managed
CML0715AU
Multisector Growth
starstarstar (as at 31 Oct 2024)
Superannuation Fund
1 Oct 1984
$5.41 million (as at 30 Jun 2024)
n/a
$52.0697 (as at 15 Nov 2024)
Closed
Offer information
Type Description
Standard entry fee 4.25%
MER 1.49% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.49% (as at 30 Jun 2011)

FAQs about the AIA SuperBridge - Managed

The objective of the AIA SuperBridge - Managed managed fund is A mult sector growth deferred annuity aiming to produce superior investment returns by maintaining 75% of its assets in shares and property. The Managed Growth investment option is suited to long term investment (10 or more years). Because of its high degree of exposure to growth assets, investors should be in a position to accept a significant degree of investment volatility and associated risk.

The strategy of the AIA SuperBridge - Managed managed fund is Invests around 60% in Australian and foreign shares. The asset profile of the fund is to be maintained closed to 37.5% Australian shares, 22.5% foreign shares, 15% property, 20% fixed interest and 5% cash.

The APIR code of the AIA SuperBridge - Managed managed fund is CML0715AU.

AIA SuperBridge - Managed’s total return last month was 1.11%. This was made up of a growth return of 1.11% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AIA SuperBridge - Managed’s total return for the last three months was 2.58%. This was made up of a growth return of 2.58% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

AIA SuperBridge - Managed’s one-year total return is 15.43%. This was made up of a growth return of 15.43% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

AIA SuperBridge - Managed’s one-year total return is 5.3%. This was made up of a growth return of 5.3% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the AIA SuperBridge - Managed managed fund is :

Australian Equities
35.81%
International Equities
24.86%
Cash
11.01%
Property
10.06%
Fixed Interest
18.27%
Alternatives
0%

The AIA SuperBridge - Managed managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Jun 2024, the size of the AIA SuperBridge - Managed managed fund was $5.41 million.

The AIA SuperBridge - Managed managed fund has an inception date of 1 Oct 1984.

The current entry price of the AIA SuperBridge - Managed managed fund is $ per unit and the current exit price is $52.0697 per unit (as at 15 Nov 2024).

The current exit price of the AIA SuperBridge - Managed managed fund is $52.0697 per unit and the current entry price is $ per unit (as at 15 Nov 2024).

The minimum initial investment amount for the AIA SuperBridge - Managed 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.