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  5. ipac SRS - All Pension Inflation Plus 4 - Managed fund profile

ipac SRS - All Pension Inflation Plus 4 - Managed Fund (Closed)

Fund Objective
To provide a balance between growth and low volatility. The target return net of fees and before taxes over the recommended investment term is 3% to 5% pa above inflation. Minimum recommended investment term is 4 years.
Fund Strategy
Invests in Australian and international shares, property, and fixed interest securities.

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 1.76% 3.97% 2.18% 12.74% 15.26% 14.52% 8.77% 8.08%
Growth return 1.76% 3.97% 2.18% 12.74% 15.26% 14.52% 8.77% 8.08%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 30 Sep 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ipac SRS - All Pension Inflation Plus 4
Australian Equities
31.76%
International Equities
29.86%
Cash
10.46%
Property & Infrastructure
9.01%
Fixed Interest
17.56%
Alternatives
1.35%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%
Alternatives
4.02%

General Information

Fund Details
Type Description
ipac SRS - All Pension Inflation Plus 4
Closed
IPAC Asset Management Limited
IPA0016AU
Multisector Growth
starstarstar (as at 30 Sep 2006)
Allocated Pension
23 Apr 1994
$337.86 million (as at 30 Sep 2006)
$2.5707 (as at 12 Oct 2006)
$2.5603 (as at 12 Oct 2006)
Finalised
Offer information
Type Description
Standard entry fee 5%
Indirect Cost Ratio (ICR) 2.32% (as at 30 Jun 2006)

FAQs about the ipac SRS - All Pension Inflation Plus 4

The objective of the ipac SRS - All Pension Inflation Plus 4 managed fund is To provide a balance between growth and low volatility. The target return net of fees and before taxes over the recommended investment term is 3% to 5% pa above inflation. Minimum recommended investment term is 4 years.

The strategy of the ipac SRS - All Pension Inflation Plus 4 managed fund is Invests in Australian and international shares, property, and fixed interest securities.

The APIR code of the ipac SRS - All Pension Inflation Plus 4 managed fund is IPA0016AU.

ipac SRS - All Pension Inflation Plus 4’s total return last month was 1.76%. This was made up of a growth return of 1.76% and an income return of 0%. These returns were calculated as at 30 Sep 2006.

ipac SRS - All Pension Inflation Plus 4’s total return for the last three months was 3.97%. This was made up of a growth return of 3.97% and an income return of 0%%. These returns were calculated as at 30 Sep 2006.

ipac SRS - All Pension Inflation Plus 4’s one-year total return is 12.74%. This was made up of a growth return of 12.74% and an income return of 0%. These returns were calculated as at 30 Sep 2006.

ipac SRS - All Pension Inflation Plus 4’s one-year total return is 14.52%. This was made up of a growth return of 14.52% and an income return of 0%. These returns were calculated as at 30 Sep 2006.

The asset allocation of the ipac SRS - All Pension Inflation Plus 4 managed fund is :

Australian Equities
31.76%
International Equities
29.86%
Cash
10.46%
Property & Infrastructure
9.01%
Fixed Interest
17.56%
Alternatives
1.35%

The Responsible Entity for the ipac SRS - All Pension Inflation Plus 4 managed fund is IPAC Asset Management Limited.

The ipac SRS - All Pension Inflation Plus 4 managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Sep 2006, the size of the ipac SRS - All Pension Inflation Plus 4 managed fund was $337.86 million.

The ipac SRS - All Pension Inflation Plus 4 managed fund has an inception date of 23 Apr 1994.

The current entry price of the ipac SRS - All Pension Inflation Plus 4 managed fund is $2.5707 per unit and the current exit price is $2.5603 per unit (as at 12 Oct 2006).

The current exit price of the ipac SRS - All Pension Inflation Plus 4 managed fund is $2.5603 per unit and the current entry price is $2.5707 per unit (as at 12 Oct 2006).

The minimum initial investment amount for the ipac SRS - All Pension Inflation Plus 4 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.