ClearView Pension Plan Australian Shares Growth - Managed Fund (Closed)

Fund Objective

To achieve a high level of growth over the long term (5 years plus) by investing in a variety of Australian companies whose share price is expected to increase over time. Designed for long-term investors who want to maximise long-term growth potential by investing mainly in Australian shares and who can accept a high risk of negative returns, particularly in the short term.

Fund Strategy

Asset ranges: cash and short term securities 0-20% and Australian shares 80-100%.

Fund Performance Comparison

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Peers

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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

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-0.67%	3.59%	7.45%	11.28%	19.33%	8.88%	9.68%	6.43%
Growth return	-0.67%	3.59%	7.45%	11.28%	19.33%	8.88%	9.68%	6.43%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (S&P/ASX 200 TR AUD)
Total return	-1.31%	2.1%	8.44%	24.89%	13.39%	8.01%	8.17%	8.32%

As at 31 Jan 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ClearView Pension Plan Australian Shares Growth

Australian Equities: 95.91%

Cash: 4.09%

International Equities: 0%

Property: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 93.29%

Cash: -0.11%

International Equities: 4.30%

Property: 2.11%

Fixed Interest: 0.40%

Alternatives: 0.01%

General Information

Fund Details

Type	Description
Fund Name	ClearView Pension Plan Australian Shares Growth
Fund Status	Closed
Responsible Entity	ClearView Life
APIR Code	NRM0011AU
Sector/Asset Class	Equity Australia Large Growth
Morningstar Rating	(as at 31 Jan 2018)
Legal Structure	Allocated Pension
Fund Inception	5 Aug 1997
Fund Size	$4.71 million (as at 31 Jan 2018)
Entry Price	$6.2808 (as at 19 Feb 2018)
Exit Price	$6.2808 (as at 19 Feb 2018)
Fund Status	Suppressed

Offer information

Type	Description
MER	1.99% (as at 30 Jun 2006)
Indirect Cost Ratio (ICR)	1.99% (as at 31 Dec 2016)

FAQs about the ClearView Pension Plan Australian Shares Growth

What is the objective of the ClearView Pension Plan Australian Shares Growth managed fund?

The objective of the ClearView Pension Plan Australian Shares Growth managed fund is To achieve a high level of growth over the long term (5 years plus) by investing in a variety of Australian companies whose share price is expected to increase over time. Designed for long-term investors who want to maximise long-term growth potential by investing mainly in Australian shares and who can accept a high risk of negative returns, particularly in the short term.

What is the strategy for the ClearView Pension Plan Australian Shares Growth managed fund?

The strategy of the ClearView Pension Plan Australian Shares Growth managed fund is Asset ranges: cash and short term securities 0-20% and Australian shares 80-100%.

What is the APIR code of the ClearView Pension Plan Australian Shares Growth managed fund?

The APIR code of the ClearView Pension Plan Australian Shares Growth managed fund is NRM0011AU.

What was ClearView Pension Plan Australian Shares Growth’s total return last month?

ClearView Pension Plan Australian Shares Growth’s total return last month was -0.67%. This was made up of a growth return of -0.67% and an income return of 0%. These returns were calculated as at 31 Jan 2018.

What was ClearView Pension Plan Australian Shares Growth’s total return for the last three months?

ClearView Pension Plan Australian Shares Growth’s total return for the last three months was 3.59%. This was made up of a growth return of 3.59% and an income return of 0%%. These returns were calculated as at 31 Jan 2018.

What is ClearView Pension Plan Australian Shares Growth’s one-year total return?

ClearView Pension Plan Australian Shares Growth’s one-year total return is 11.28%. This was made up of a growth return of 11.28% and an income return of 0%. These returns were calculated as at 31 Jan 2018.

What is ClearView Pension Plan Australian Shares Growth’s three-year total return?

ClearView Pension Plan Australian Shares Growth’s one-year total return is 8.88%. This was made up of a growth return of 8.88% and an income return of 0%. These returns were calculated as at 31 Jan 2018.

What is the asset allocation of the ClearView Pension Plan Australian Shares Growth managed fund?

The asset allocation of the ClearView Pension Plan Australian Shares Growth managed fund is :

Australian Equities: 95.91%

Cash: 4.09%

International Equities: 0%

Property: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the ClearView Pension Plan Australian Shares Growth managed fund?

The Responsible Entity for the ClearView Pension Plan Australian Shares Growth managed fund is ClearView Life.

What sector/asset class does the ClearView Pension Plan Australian Shares Growth managed fund belong to?

The ClearView Pension Plan Australian Shares Growth managed fund belongs to the Equity Australia Large Growth sector/asset class.

What is the size of the ClearView Pension Plan Australian Shares Growth managed fund?

As at 31 Jan 2018, the size of the ClearView Pension Plan Australian Shares Growth managed fund was $4.71 million.

What is the inception date of the ClearView Pension Plan Australian Shares Growth managed fund?

The ClearView Pension Plan Australian Shares Growth managed fund has an inception date of 5 Aug 1997.

What is the current entry price of the ClearView Pension Plan Australian Shares Growth managed fund?

The current entry price of the ClearView Pension Plan Australian Shares Growth managed fund is $6.2808 per unit and the current exit price is $6.2808 per unit (as at 19 Feb 2018).

What is the current exit price of the ClearView Pension Plan Australian Shares Growth managed fund?

The current exit price of the ClearView Pension Plan Australian Shares Growth managed fund is $6.2808 per unit and the current entry price is $6.2808 per unit (as at 19 Feb 2018).

What is the minimum investment amount for the ClearView Pension Plan Australian Shares Growth managed fund?

The minimum initial investment amount for the ClearView Pension Plan Australian Shares Growth 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.

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