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  5. ipac SRS - Super Inflation Plus 6 - Managed fund profile

ipac SRS - Super Inflation Plus 6 - Managed Fund (Closed)

Fund Objective
To provide growth with reduced volatility of returns. The minimum investment period is 5 years. The target return net of fees and before taxes over the recommended investment term is 5% to 7% pa above inflation.
Fund Strategy
Invests in Australian and international shares, property, and fixed income 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 1.78% 3.98% 1.59% 13.42% 16.08% 15.32% 8.98% 7.93%
Growth return 1.78% 3.98% 1.59% 13.42% 16.08% 15.32% 8.98% 7.93%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
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 30 Sep 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ipac SRS - Super Inflation Plus 6
Australian Equities
36.35%
International Equities
35.88%
Cash
4.97%
Property
7.97%
Fixed Interest
9.55%
Alternatives
5.28%
Average Allocation of Peers
Australian Equities
34.17%
International Equities
48.53%
Cash
3.23%
Property
4.87%
Fixed Interest
5.65%
Alternatives
3.54%

General Information

Fund Details
Type Description
ipac SRS - Super Inflation Plus 6
Closed
IPAC Asset Management Limited
IPA0028AU
Multisector Aggressive
starstarstarstar (as at 30 Sep 2006)
Superannuation Fund
1 Dec 1994
$456.01 million (as at 30 Sep 2006)
$2.6166 (as at 12 Oct 2006)
$2.603 (as at 12 Oct 2006)
Finalised
Offer information
Type Description
Standard entry fee 5%
Indirect Cost Ratio (ICR) 2.30% (as at 30 Jun 2006)

FAQs about the ipac SRS - Super Inflation Plus 6

The objective of the ipac SRS - Super Inflation Plus 6 managed fund is To provide growth with reduced volatility of returns. The minimum investment period is 5 years. The target return net of fees and before taxes over the recommended investment term is 5% to 7% pa above inflation.

The strategy of the ipac SRS - Super Inflation Plus 6 managed fund is Invests in Australian and international shares, property, and fixed income securities.

The APIR code of the ipac SRS - Super Inflation Plus 6 managed fund is IPA0028AU.

ipac SRS - Super Inflation Plus 6’s total return last month was 1.78%. This was made up of a growth return of 1.78% and an income return of 0%. These returns were calculated as at 30 Sep 2006.

ipac SRS - Super Inflation Plus 6’s total return for the last three months was 3.98%. This was made up of a growth return of 3.98% and an income return of 0%%. These returns were calculated as at 30 Sep 2006.

ipac SRS - Super Inflation Plus 6’s one-year total return is 13.42%. This was made up of a growth return of 13.42% and an income return of 0%. These returns were calculated as at 30 Sep 2006.

ipac SRS - Super Inflation Plus 6’s one-year total return is 15.32%. This was made up of a growth return of 15.32% and an income return of 0%. These returns were calculated as at 30 Sep 2006.

The asset allocation of the ipac SRS - Super Inflation Plus 6 managed fund is :

Australian Equities
36.35%
International Equities
35.88%
Cash
4.97%
Property
7.97%
Fixed Interest
9.55%
Alternatives
5.28%

The Responsible Entity for the ipac SRS - Super Inflation Plus 6 managed fund is IPAC Asset Management Limited.

The ipac SRS - Super Inflation Plus 6 managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Sep 2006, the size of the ipac SRS - Super Inflation Plus 6 managed fund was $456.01 million.

The ipac SRS - Super Inflation Plus 6 managed fund has an inception date of 1 Dec 1994.

The current entry price of the ipac SRS - Super Inflation Plus 6 managed fund is $2.6166 per unit and the current exit price is $2.603 per unit (as at 12 Oct 2006).

The current exit price of the ipac SRS - Super Inflation Plus 6 managed fund is $2.603 per unit and the current entry price is $2.6166 per unit (as at 12 Oct 2006).

The minimum initial investment amount for the ipac SRS - Super Inflation Plus 6 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.