Ipac Select Index Growth - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

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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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% 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	-0.08%	2.1%	8.44%	23.94%	13.94%	6.35%	8.03%	8.56%
Growth return	-0.08%	2.1%	1.98%	-%	6.42%	-3.29%	-0.01%	1.08%
Income return	0%	0%	6.46%	-%	7.52%	9.64%	8.04%	7.48%
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%

As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Ipac Select Index Growth

Australian Equities: 35.99%

International Equities: 43.99%

Cash: 5%

Property: 3.02%

Fixed Interest: 10%

Alternatives: 2%

Average Allocation of Peers

Australian Equities: 34.09%

International Equities: 47.95%

Cash: 3.53%

Property: 4.90%

Fixed Interest: 5.73%

Alternatives: 3.80%

General Information

Fund Details

Type	Description
Fund Name	Ipac Select Index Growth
Responsible Entity	IPAC Asset Management Limited
APIR Code	IPA0145AU
Sector/Asset Class	Multisector Aggressive
Morningstar Rating	(as at 31 Oct 2024)
Legal Structure	Investment Fund
Fund Inception	3 Oct 2006
Fund Size	$709.27 million (as at 31 Oct 2024)
Entry Price	$0.8563 (as at 14 Nov 2024)
Exit Price	$0.8551 (as at 14 Nov 2024)
Fund Status	Open

Offer information

Type	Description
MER	0.46% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR)	0.46% (as at 30 Jun 2024)
Performance fee (not included in ICR)	0
Minimum initial investment	$500,000
Minimum additional investments	$100.00
Minimum redemption amount	$1,000.00

Top 10 holdings (as at 30 Jun 2024)

Holding (as at 30 Jun 2024)	Type	% of Portfolio
BHP Group Ltd	Equity	3.38%
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FAQs about the Ipac Select Index Growth

What is the objective of the Ipac Select Index Growth managed fund?

The objective of the Ipac Select Index Growth managed fund is

What is the strategy for the Ipac Select Index Growth managed fund?

The strategy of the Ipac Select Index Growth managed fund is

What is the APIR code of the Ipac Select Index Growth managed fund?

The APIR code of the Ipac Select Index Growth managed fund is IPA0145AU.

What was Ipac Select Index Growth’s total return last month?

Ipac Select Index Growth’s total return last month was -0.08%. This was made up of a growth return of -0.08% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

What was Ipac Select Index Growth’s total return for the last three months?

Ipac Select Index Growth’s total return for the last three months was 2.1%. This was made up of a growth return of 2.1% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

What is Ipac Select Index Growth’s one-year total return?

Ipac Select Index Growth’s one-year total return is 23.94%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

What is Ipac Select Index Growth’s three-year total return?

Ipac Select Index Growth’s one-year total return is 6.35%. This was made up of a growth return of -3.29% and an income return of 9.64%. These returns were calculated as at 31 Oct 2024.

What is the asset allocation of the Ipac Select Index Growth managed fund?

The asset allocation of the Ipac Select Index Growth managed fund is :

Australian Equities: 35.99%

International Equities: 43.99%

Cash: 5%

Property: 3.02%

Fixed Interest: 10%

Alternatives: 2%

Who is the responsible Entity of the Ipac Select Index Growth managed fund?

The Responsible Entity for the Ipac Select Index Growth managed fund is IPAC Asset Management Limited.

What sector/asset class does the Ipac Select Index Growth managed fund belong to?

The Ipac Select Index Growth managed fund belongs to the Multisector Aggressive sector/asset class.

What is the size of the Ipac Select Index Growth managed fund?

As at 31 Oct 2024, the size of the Ipac Select Index Growth managed fund was $709.27 million.

What is the inception date of the Ipac Select Index Growth managed fund?

The Ipac Select Index Growth managed fund has an inception date of 3 Oct 2006.

What is the current entry price of the Ipac Select Index Growth managed fund?

The current entry price of the Ipac Select Index Growth managed fund is $0.8563 per unit and the current exit price is $0.8551 per unit (as at 14 Nov 2024).

What is the current exit price of the Ipac Select Index Growth managed fund?

The current exit price of the Ipac Select Index Growth managed fund is $0.8551 per unit and the current entry price is $0.8563 per unit (as at 14 Nov 2024).

What is the minimum investment amount for the Ipac Select Index Growth managed fund?

The minimum initial investment amount for the Ipac Select Index Growth managed fund is $500,000. Minimum additional investment is $100.

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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