MINE Australian Shares Pension - Managed Fund

Fund Objective

Before investment fees and relevant superannuation taxes, to track the return on the S&P / ASX 200 Accumulation Index (Net Total Return).

Fund Strategy

Shares are a growth asset and tend to earn the highest return over the long term and have the highest probability of negative returns over the short term. Australian Shares provide access to companies listed on Australia's stock exchange as well as the potential for franked dividends.

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.

Average of peers ({{ fund.benchmark.peers.peerCount }})

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	-1.3%	2.42%	8.88%	25.6%	14.29%	9.26%	9.47%	9.67%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
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 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Australian Equities: 93.38%

International Equities: 4.21%

Cash: -0.10%

Property: 2.11%

Fixed Interest: 0.40%

Alternatives: 0.01%

General Information

Fund Details

Type	Description
Fund Name	MINE Australian Shares Pension
APIR Code
Sector/Asset Class	Equity Australia Large Blend
Morningstar Rating	(as at 31 Oct 2024)
Legal Structure	Allocated Pension
Fund Inception	1 Jul 2002
Fund Size	$56.97 million (as at 31 Oct 2024)
Entry Price	n/a
Exit Price	n/a
Fund Status	Open

Offer information

Type	Description
MER	0.30% (as at 1 Jul 2024)
Minimum initial investment	$15,000

FAQs about the MINE Australian Shares Pension

What is the objective of the MINE Australian Shares Pension managed fund?

The objective of the MINE Australian Shares Pension managed fund is Before investment fees and relevant superannuation taxes, to track the return on the S&P / ASX 200 Accumulation Index (Net Total Return).

What is the strategy for the MINE Australian Shares Pension managed fund?

The strategy of the MINE Australian Shares Pension managed fund is Shares are a growth asset and tend to earn the highest return over the long term and have the highest probability of negative returns over the short term. Australian Shares provide access to companies listed on Australia's stock exchange as well as the potential for franked dividends.

What is the APIR code of the MINE Australian Shares Pension managed fund?

The APIR code of the MINE Australian Shares Pension managed fund is .

What was MINE Australian Shares Pension’s total return last month?

MINE Australian Shares Pension’s total return last month was -1.3%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

What was MINE Australian Shares Pension’s total return for the last three months?

MINE Australian Shares Pension’s total return for the last three months was 2.42%. 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 MINE Australian Shares Pension’s one-year total return?

MINE Australian Shares Pension’s one-year total return is 25.6%. 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 MINE Australian Shares Pension’s three-year total return?

MINE Australian Shares Pension’s one-year total return is 9.26%. 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 the asset allocation of the MINE Australian Shares Pension managed fund?

The asset allocation of the MINE Australian Shares Pension managed fund is :

Australian Equities: 100%

International Equities: 0%

Cash: 0%

Property: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the MINE Australian Shares Pension managed fund belong to?

The MINE Australian Shares Pension managed fund belongs to the Equity Australia Large Blend sector/asset class.

What is the size of the MINE Australian Shares Pension managed fund?

As at 31 Oct 2024, the size of the MINE Australian Shares Pension managed fund was $56.97 million.

What is the inception date of the MINE Australian Shares Pension managed fund?

The MINE Australian Shares Pension managed fund has an inception date of 1 Jul 2002.

What is the current entry price of the MINE Australian Shares Pension managed fund?

The current entry price of the MINE Australian Shares Pension managed fund is $ per unit and the current exit price is $ per unit (as at ).

What is the current exit price of the MINE Australian Shares Pension managed fund?

The current exit price of the MINE Australian Shares Pension managed fund is $ per unit and the current entry price is $ per unit (as at ).

What is the minimum investment amount for the MINE Australian Shares Pension managed fund?

The minimum initial investment amount for the MINE Australian Shares Pension managed fund is $15,000.

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.

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