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  5. MINE Australian Shares Super - Managed fund profile

MINE Australian Shares Super - 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. The Fund 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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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 -1.24% 2.2% 8.16% 22.37% 17.75% 11.35% 10.28% 9.56%
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
93.36%
International Equities
4.21%
Cash
-0.08%
Property
2.11%
Fixed Interest
0.40%
Alternatives
0.01%

General Information

Fund Details
Type Description
MINE Australian Shares Super
Equity Australia Large Blend
starstarstarstarstar (as at 31 Oct 2024)
Superannuation Fund
1 Jul 2002
$149.44 million (as at 31 Oct 2024)
n/a
n/a
Open
Offer information
Type Description
MER 0.38% (as at 1 Jul 2024)

FAQs about the MINE Australian Shares Super

The objective of the MINE Australian Shares Super 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).

The strategy of the MINE Australian Shares Super 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. The Fund provide access to companies listed on Australia's stock exchange as well as the potential for franked dividends.

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

MINE Australian Shares Super’s total return last month was -1.24%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

MINE Australian Shares Super’s total return for the last three months was 2.2%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Oct 2024.

MINE Australian Shares Super’s one-year total return is 22.37%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

MINE Australian Shares Super’s one-year total return is 11.35%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

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

Australian Equities
100%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

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

As at 31 Oct 2024, the size of the MINE Australian Shares Super managed fund was $149.44 million.

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

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

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

The minimum initial investment amount for the MINE Australian Shares Super 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.