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  5. Plum Superannuation - Pre-mixed Assertive - Managed fund profile

Plum Superannuation - Pre-mixed Assertive - Managed Fund

Fund Objective
To outperform CPI plus 3.5% p.a. after investment fees and taxes over rolling 5 year periods.
Fund Strategy
Aims to invest primarily in growth assets with limited exposure to fixed interest investments, accepting higher volatility to seek higher returns over the long term.

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 -1.83% -3.69% -0.48% 4.85% 1.17% 7.64% 6.76% 7.27%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return -0.68% 1.17% 6.1% 16.84% 9.57% 3.59% 4.65% 5.92%
As at 31 Oct 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Plum Superannuation - Pre-mixed Assertive
Australian Equities
36.30%
International Equities
37%
Property
3.10%
Fixed Interest
14.30%
Alternatives
9.30%
Cash
0%
Average Allocation of Peers
Australian Equities
15.86%
International Equities
27.73%
Property
3.97%
Fixed Interest
35.38%
Alternatives
6.87%
Cash
10.19%

General Information

Fund Details
Type Description
Plum Superannuation - Pre-mixed Assertive
PFS Nominees Pty Ltd
Multisector Flexible
starstarstar (as at 31 Mar 2023)
Superannuation Fund
1 Dec 2003
$954 million (as at 31 Oct 2023)
n/a
n/a
Open
Offer information
Type Description
MER 1.02% (as at 30 Dec 2023)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the Plum Superannuation - Pre-mixed Assertive

The objective of the Plum Superannuation - Pre-mixed Assertive managed fund is To outperform CPI plus 3.5% p.a. after investment fees and taxes over rolling 5 year periods.

The strategy of the Plum Superannuation - Pre-mixed Assertive managed fund is Aims to invest primarily in growth assets with limited exposure to fixed interest investments, accepting higher volatility to seek higher returns over the long term.

The APIR code of the Plum Superannuation - Pre-mixed Assertive managed fund is .

Plum Superannuation - Pre-mixed Assertive’s total return last month was -1.83%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2023.

Plum Superannuation - Pre-mixed Assertive’s total return for the last three months was -3.69%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Oct 2023.

Plum Superannuation - Pre-mixed Assertive’s one-year total return is 4.85%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2023.

Plum Superannuation - Pre-mixed Assertive’s one-year total return is 7.64%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2023.

The asset allocation of the Plum Superannuation - Pre-mixed Assertive managed fund is :

Australian Equities
36.30%
International Equities
37%
Property
3.10%
Fixed Interest
14.30%
Alternatives
9.30%
Cash
0%

The Responsible Entity for the Plum Superannuation - Pre-mixed Assertive managed fund is PFS Nominees Pty Ltd.

The Plum Superannuation - Pre-mixed Assertive managed fund belongs to the Multisector Flexible sector/asset class.

As at 31 Oct 2023, the size of the Plum Superannuation - Pre-mixed Assertive managed fund was $954 million.

The Plum Superannuation - Pre-mixed Assertive managed fund has an inception date of 1 Dec 2003.

The current entry price of the Plum Superannuation - Pre-mixed Assertive managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Plum Superannuation - Pre-mixed Assertive managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Plum Superannuation - Pre-mixed Assertive managed fund is $0. Minimum additional investment is $0.

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.