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  5. ART Conservative Balanced Sup - Managed fund profile

ART Conservative Balanced Sup - Managed Fund

Fund Objective
Beat inflation by 3.5% p.a. over periods of 7 years (after investment fees and taxes). Outperform the median of similar super funds over periods of 5 to 7 years.
Fund Strategy
The fund invests in a wide variety of asset classes to gain the benefits of diversification. It invests in over 40 investment managers for diversification and may employ option strategies from time to time to reduce the impact of sharemarket falls.

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 2.06% 2.85% 6.13% 11.76% 8.05% 5.43% 5.76% 6.53%
Growth return 2.06% 2.85% 6.13% 11.76% 8.05% 5.43% 5.76% 6.53%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 2.42% 2.92% 7.48% 14.92% 9.07% 4.06% 4.79% 6.12%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ART Conservative Balanced Sup
Australian Equities
17.50%
International Equities
33.50%
Cash
7%
Property
7%
Fixed Interest
32.50%
Alternatives
2.50%
Average Allocation of Peers
Australian Equities
15.92%
International Equities
27.94%
Cash
9.79%
Property
4%
Fixed Interest
35.51%
Alternatives
6.84%

General Information

Fund Details
Type Description
ART Conservative Balanced Sup
Multisector Balanced
starstarstarstarstar (as at 30 Nov 2024)
Superannuation Fund
25 Oct 2002
$5164.05 million (as at 30 Nov 2024)
$3.93211 (as at 30 Nov 2024)
$3.93211 (as at 30 Nov 2024)
Open
Offer information
Type Description
MER 0.81% (as at 1 Nov 2024)
Indirect Cost Ratio (ICR) 0.76% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0.14
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the ART Conservative Balanced Sup

The objective of the ART Conservative Balanced Sup managed fund is Beat inflation by 3.5% p.a. over periods of 7 years (after investment fees and taxes). Outperform the median of similar super funds over periods of 5 to 7 years.

The strategy of the ART Conservative Balanced Sup managed fund is The fund invests in a wide variety of asset classes to gain the benefits of diversification. It invests in over 40 investment managers for diversification and may employ option strategies from time to time to reduce the impact of sharemarket falls.

The APIR code of the ART Conservative Balanced Sup managed fund is .

ART Conservative Balanced Sup’s total return last month was 2.06%. This was made up of a growth return of 2.06% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

ART Conservative Balanced Sup’s total return for the last three months was 2.85%. This was made up of a growth return of 2.85% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

ART Conservative Balanced Sup’s one-year total return is 11.76%. This was made up of a growth return of 11.76% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

ART Conservative Balanced Sup’s one-year total return is 5.43%. This was made up of a growth return of 5.43% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the ART Conservative Balanced Sup managed fund is :

Australian Equities
17.50%
International Equities
33.50%
Cash
7%
Property
7%
Fixed Interest
32.50%
Alternatives
2.50%

The ART Conservative Balanced Sup managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Nov 2024, the size of the ART Conservative Balanced Sup managed fund was $5164.05 million.

The ART Conservative Balanced Sup managed fund has an inception date of 25 Oct 2002.

The current entry price of the ART Conservative Balanced Sup managed fund is $3.93211 per unit and the current exit price is $3.93211 per unit (as at 30 Nov 2024).

The current exit price of the ART Conservative Balanced Sup managed fund is $3.93211 per unit and the current entry price is $3.93211 per unit (as at 30 Nov 2024).

The minimum initial investment amount for the ART Conservative Balanced Sup managed fund is $0. Minimum additional investment 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.