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  5. Macquarie Super Plan Macquarie Growth - Managed fund profile

Macquarie Super Plan Macquarie Growth - Managed Fund (Closed)

Fund Objective
To deliver superior returns over a long-term period.
Fund Strategy
Asset allocation ranges (with benchmarks in brackets): cash 0-20% (0%), Australian fixed interest 0-20% (5%), CPI bonds 0-10% (5%), international fixed interest 0-20% (5%), Australian equities 35-55% (45%), international equities 15-35% (25%), property 0-20% (10%), private equity 0-10% (5%).

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 2.71% 5.4% -2.08% -1.12% 2.59% 4.97% 6.41% 7.73%
Growth return 2.71% 5.4% -2.08% -1.12% 2.59% 4.97% 6.41% 7.73%
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 31 Aug 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Macquarie Super Plan Macquarie Growth
Australian Equities
46.12%
International Equities
21.62%
Cash
3.38%
Property
8.73%
Fixed Interest
15.90%
Alternatives
4.25%
Average Allocation of Peers
Australian Equities
34.11%
International Equities
48.68%
Cash
3.24%
Property
4.86%
Fixed Interest
5.58%
Alternatives
3.52%

General Information

Fund Details
Type Description
Macquarie Super Plan Macquarie Growth
Closed
MAQ0081AU
Multisector Aggressive
starstarstar (as at 31 Aug 2020)
Superannuation Fund
1 May 1998
$24.67 million (as at 31 Aug 2020)
$3.5785 (as at 14 Sep 2020)
$3.5638 (as at 14 Sep 2020)
Finalised
Offer information
Type Description
Standard entry fee 3.50%
MER 1.91% (as at 11 Mar 2004)
Indirect Cost Ratio (ICR) 1.91% (as at 30 Jun 2010)
Minimum initial investment $25,000
Minimum redemption amount $500.00

FAQs about the Macquarie Super Plan Macquarie Growth

The objective of the Macquarie Super Plan Macquarie Growth managed fund is To deliver superior returns over a long-term period.

The strategy of the Macquarie Super Plan Macquarie Growth managed fund is Asset allocation ranges (with benchmarks in brackets): cash 0-20% (0%), Australian fixed interest 0-20% (5%), CPI bonds 0-10% (5%), international fixed interest 0-20% (5%), Australian equities 35-55% (45%), international equities 15-35% (25%), property 0-20% (10%), private equity 0-10% (5%).

The APIR code of the Macquarie Super Plan Macquarie Growth managed fund is MAQ0081AU.

Macquarie Super Plan Macquarie Growth’s total return last month was 2.71%. This was made up of a growth return of 2.71% and an income return of 0%. These returns were calculated as at 31 Aug 2020.

Macquarie Super Plan Macquarie Growth’s total return for the last three months was 5.4%. This was made up of a growth return of 5.4% and an income return of 0%%. These returns were calculated as at 31 Aug 2020.

Macquarie Super Plan Macquarie Growth’s one-year total return is -1.12%. This was made up of a growth return of -1.12% and an income return of 0%. These returns were calculated as at 31 Aug 2020.

Macquarie Super Plan Macquarie Growth’s one-year total return is 4.97%. This was made up of a growth return of 4.97% and an income return of 0%. These returns were calculated as at 31 Aug 2020.

The asset allocation of the Macquarie Super Plan Macquarie Growth managed fund is :

Australian Equities
46.12%
International Equities
21.62%
Cash
3.38%
Property
8.73%
Fixed Interest
15.90%
Alternatives
4.25%

The Macquarie Super Plan Macquarie Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Aug 2020, the size of the Macquarie Super Plan Macquarie Growth managed fund was $24.67 million.

The Macquarie Super Plan Macquarie Growth managed fund has an inception date of 1 May 1998.

The current entry price of the Macquarie Super Plan Macquarie Growth managed fund is $3.5785 per unit and the current exit price is $3.5638 per unit (as at 14 Sep 2020).

The current exit price of the Macquarie Super Plan Macquarie Growth managed fund is $3.5638 per unit and the current entry price is $3.5785 per unit (as at 14 Sep 2020).

The minimum initial investment amount for the Macquarie Super Plan Macquarie Growth managed fund is $25,000.

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.