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  5. ART Lifecycle Retirement Sup - Managed fund profile

ART Lifecycle Retirement Sup - Managed Fund (Closed)

Fund Objective
Beat inflation by 3.5% p.a. over 10 -year periods (after investment fees and costs and investment taxes).
Fund Strategy
Invests in a wide variety of asset classes to gain the benefits of diversification.

Fund Performance Comparison

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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.
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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 0.47% 3.24% 4.09% 8.76% 7.71% 4.63% 5.71% 6.27%
Growth return 0.47% 3.24% 4.09% 8.76% 7.71% 4.63% 5.71% 6.27%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return -0.68% 1.17% 6.1% 16.84% 9.57% 3.59% 4.65% 5.92%
As at 31 Aug 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
6.88%
Australian Equities
15.88%
International Equities
27.90%
Cash
9.88%
Property
3.97%
Fixed Interest
35.49%

General Information

Fund Details
Type Description
ART Lifecycle Retirement Sup
Closed
Multisector Balanced
starstarstarstarstar (as at 31 Aug 2024)
Superannuation Fund
4 Oct 2013
$3946.26 million (as at 31 Aug 2024)
$1.97808 (as at 31 Aug 2024)
$1.97808 (as at 31 Aug 2024)
Finalised
Offer information
Type Description
MER 0.69% (as at 1 Jul 2023)
Indirect Cost Ratio (ICR) 0.76% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0.01
Minimum initial investment
Minimum additional investments

FAQs about the ART Lifecycle Retirement Sup

The objective of the ART Lifecycle Retirement Sup managed fund is Beat inflation by 3.5% p.a. over 10 -year periods (after investment fees and costs and investment taxes).

The strategy of the ART Lifecycle Retirement Sup managed fund is Invests in a wide variety of asset classes to gain the benefits of diversification.

The APIR code of the ART Lifecycle Retirement Sup managed fund is .

ART Lifecycle Retirement Sup’s total return last month was 0.47%. This was made up of a growth return of 0.47% and an income return of 0%. These returns were calculated as at 31 Aug 2024.

ART Lifecycle Retirement Sup’s total return for the last three months was 3.24%. This was made up of a growth return of 3.24% and an income return of 0%%. These returns were calculated as at 31 Aug 2024.

ART Lifecycle Retirement Sup’s one-year total return is 8.76%. This was made up of a growth return of 8.76% and an income return of 0%. These returns were calculated as at 31 Aug 2024.

ART Lifecycle Retirement Sup’s one-year total return is 4.63%. This was made up of a growth return of 4.63% and an income return of 0%. These returns were calculated as at 31 Aug 2024.

The asset allocation of the ART Lifecycle Retirement Sup managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

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

As at 31 Aug 2024, the size of the ART Lifecycle Retirement Sup managed fund was $3946.26 million.

The ART Lifecycle Retirement Sup managed fund has an inception date of 4 Oct 2013.

The current entry price of the ART Lifecycle Retirement Sup managed fund is $1.97808 per unit and the current exit price is $1.97808 per unit (as at 31 Aug 2024).

The current exit price of the ART Lifecycle Retirement Sup managed fund is $1.97808 per unit and the current entry price is $1.97808 per unit (as at 31 Aug 2024).

The minimum initial investment amount for the ART Lifecycle Retirement 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.