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  5. Astarra Superannuation Plan - Astarra Diversified Pool - Managed fund profile

Astarra Superannuation Plan - Astarra Diversified Pool - Managed Fund (Closed)

Fund Objective
The investment timeframe for this portfolio is a minimum of 5 years. To achieve a return of 4.5% above CPI Growth p.a. Also to minimise the likelihood of a negative return in any 5 year period.
Fund Strategy
The strategy of this diversified pool is to allow maximum flexibility of investments between fixed interest securities, Australian and overseas equities and property. The Trustee will have the discretion to adjust the asset allocation up to 50% of each asset class and these decisions will be governed by the respective valuation principles and economic circumstances. Capital Protected Benchmark 0% Range 0-5% Cash / Fixed Interest Range Benchmark 33% 0-50% Equities Benchmark 34% Range 0-50% Property Benchmark 33% Range 0-50%.

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 -% -% -% -% -% -% -% -%
Growth return -1.68% -1.2% -6.93% -7.1% -3.05% 2.55% 6.83% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0% 2.01% 8.7% 25.16% 14.86% 7.15% 8.74% 9.16%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Astarra Superannuation Plan - Astarra Diversified Pool
Australian Equities
21.16%
Cash
16.68%
Property
15.40%
Fixed Interest
4.40%
Alternatives
42.36%
International Equities
0%
Average Allocation of Peers
Australian Equities
34.11%
Cash
3.24%
Property
4.86%
Fixed Interest
5.58%
Alternatives
3.52%
International Equities
48.68%

General Information

Fund Details
Type Description
Astarra Superannuation Plan - Astarra Diversified Pool
Closed
Trio Capital Limited
TOL0007AU
Multisector Aggressive
starstarstarstarstar (as at 31 May 2009)
Superannuation Fund
18 Jun 1992
$40.2 million (as at 30 Sep 2009)
$1.57039 (as at 30 Sep 2009)
$1.56413 (as at 30 Sep 2009)
Suppressed
Offer information
Type Description
Standard entry fee 4%
MER 1.90% (as at 30 Jun 2007)
Indirect Cost Ratio (ICR) 2.27% (as at 30 Jun 2009)
Minimum initial investment

FAQs about the Astarra Superannuation Plan - Astarra Diversified Pool

The objective of the Astarra Superannuation Plan - Astarra Diversified Pool managed fund is The investment timeframe for this portfolio is a minimum of 5 years. To achieve a return of 4.5% above CPI Growth p.a. Also to minimise the likelihood of a negative return in any 5 year period.

The strategy of the Astarra Superannuation Plan - Astarra Diversified Pool managed fund is The strategy of this diversified pool is to allow maximum flexibility of investments between fixed interest securities, Australian and overseas equities and property. The Trustee will have the discretion to adjust the asset allocation up to 50% of each asset class and these decisions will be governed by the respective valuation principles and economic circumstances. Capital Protected Benchmark 0% Range 0-5% Cash / Fixed Interest Range Benchmark 33% 0-50% Equities Benchmark 34% Range 0-50% Property Benchmark 33% Range 0-50%.

The APIR code of the Astarra Superannuation Plan - Astarra Diversified Pool managed fund is TOL0007AU.

Astarra Superannuation Plan - Astarra Diversified Pool’s total return last month was -%. This was made up of a growth return of -1.68% and an income return of -%. These returns were calculated as at .

Astarra Superannuation Plan - Astarra Diversified Pool’s total return for the last three months was -%. This was made up of a growth return of -1.2% and an income return of -%%. These returns were calculated as at .

Astarra Superannuation Plan - Astarra Diversified Pool’s one-year total return is -%. This was made up of a growth return of -7.1% and an income return of -%. These returns were calculated as at .

Astarra Superannuation Plan - Astarra Diversified Pool’s one-year total return is -%. This was made up of a growth return of 2.55% and an income return of -%. These returns were calculated as at .

The asset allocation of the Astarra Superannuation Plan - Astarra Diversified Pool managed fund is :

Australian Equities
21.16%
Cash
16.68%
Property
15.40%
Fixed Interest
4.40%
Alternatives
42.36%
International Equities
0%

The Responsible Entity for the Astarra Superannuation Plan - Astarra Diversified Pool managed fund is Trio Capital Limited.

The Astarra Superannuation Plan - Astarra Diversified Pool managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Sep 2009, the size of the Astarra Superannuation Plan - Astarra Diversified Pool managed fund was $40.2 million.

The Astarra Superannuation Plan - Astarra Diversified Pool managed fund has an inception date of 18 Jun 1992.

The current entry price of the Astarra Superannuation Plan - Astarra Diversified Pool managed fund is $1.57039 per unit and the current exit price is $1.56413 per unit (as at 30 Sep 2009).

The current exit price of the Astarra Superannuation Plan - Astarra Diversified Pool managed fund is $1.56413 per unit and the current entry price is $1.57039 per unit (as at 30 Sep 2009).

The minimum initial investment amount for the Astarra Superannuation Plan - Astarra Diversified Pool 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.