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  5. ART QSuper Balanced - Managed fund profile

ART QSuper Balanced - Managed Fund

Fund Strategy
An annual return of CPI 3.5% (after fees and tax), measured over rolling 10-year periods.

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 2.52% 3.31% 6.39% 11.47% 6.39% 3.91% 4.46% 6.47%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.98% 4.07% 9.17% 18.84% 11.44% 6.08% 6.76% 7.77%
As at 30 Nov 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
4.39%
Australian Equities
27.54%
International Equities
33.90%
Cash
5.64%
Property
6.85%
Fixed Interest
21.68%

General Information

Fund Details
Type Description
ART QSuper Balanced
Multisector Growth
starstarstar (as at 30 Nov 2024)
Superannuation Fund
29 Jan 1998
$14174.37 million (as at 30 Nov 2024)
$5.88421 (as at 30 Nov 2024)
$5.88421 (as at 30 Nov 2024)
Open
Offer information
Type Description
MER 0.68% (as at 1 Nov 2024)
Indirect Cost Ratio (ICR) 0.50% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment

FAQs about the ART QSuper Balanced

The objective of the ART QSuper Balanced managed fund is

The strategy of the ART QSuper Balanced managed fund is An annual return of CPI+ 3.5% (after fees and tax), measured over rolling 10-year periods.

The APIR code of the ART QSuper Balanced managed fund is .

ART QSuper Balanced’s total return last month was 2.52%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2024.

ART QSuper Balanced’s total return for the last three months was 3.31%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Nov 2024.

ART QSuper Balanced’s one-year total return is 11.47%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2024.

ART QSuper Balanced’s one-year total return is 3.91%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the ART QSuper Balanced managed fund is :

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

The ART QSuper Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Nov 2024, the size of the ART QSuper Balanced managed fund was $14174.37 million.

The ART QSuper Balanced managed fund has an inception date of 29 Jan 1998.

The current entry price of the ART QSuper Balanced managed fund is $5.88421 per unit and the current exit price is $5.88421 per unit (as at 30 Nov 2024).

The current exit price of the ART QSuper Balanced managed fund is $5.88421 per unit and the current entry price is $5.88421 per unit (as at 30 Nov 2024).

The minimum initial investment amount for the ART QSuper Balanced managed fund 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.