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  5. SST - Challenger Howard Wholesale Mortgage Pension - Managed fund profile

SST - Challenger Howard Wholesale Mortgage Pension - Managed Fund (Closed)

Fund Performance Comparison

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Fees Comparison

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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 -0.06% -0.13% -0.28% -0.19% 1.42% 2.39% 3.1% -%
Growth return -0.06% -0.13% -0.28% -0.19% 1.42% 2.39% 3.1% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Bloomberg AusBond Bank 0+Y TR AUD)
Total return 0.37% 1.12% 2.23% 4.45% 4.05% 2.94% 1.87% 1.92%
As at 31 Aug 2013. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

SST - Challenger Howard Wholesale Mortgage Pension
Cash
44.58%
Property
55.42%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
26.17%
Property
0%
Australian Equities
0.39%
International Equities
0.05%
Fixed Interest
73.37%
Alternatives
0.03%

General Information

Fund Details
Type Description
SST - Challenger Howard Wholesale Mortgage Pension
Closed
Statewide Superannuation Trust
SSP0030AU
Mortgages
starstarstarstar (as at 28 Feb 2011)
Allocated Pension
14 Nov 2007
$0.01 million (as at 31 Aug 2013)
$1.2283 (as at 18 Sep 2013)
$1.2283 (as at 18 Sep 2013)
Suppressed
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.56% (as at 1 Apr 2010)
Minimum initial investment $20,000

FAQs about the SST - Challenger Howard Wholesale Mortgage Pension

The objective of the SST - Challenger Howard Wholesale Mortgage Pension managed fund is

The strategy of the SST - Challenger Howard Wholesale Mortgage Pension managed fund is

The APIR code of the SST - Challenger Howard Wholesale Mortgage Pension managed fund is SSP0030AU.

SST - Challenger Howard Wholesale Mortgage Pension’s total return last month was -0.06%. This was made up of a growth return of -0.06% and an income return of 0%. These returns were calculated as at 31 Aug 2013.

SST - Challenger Howard Wholesale Mortgage Pension’s total return for the last three months was -0.13%. This was made up of a growth return of -0.13% and an income return of 0%%. These returns were calculated as at 31 Aug 2013.

SST - Challenger Howard Wholesale Mortgage Pension’s one-year total return is -0.19%. This was made up of a growth return of -0.19% and an income return of 0%. These returns were calculated as at 31 Aug 2013.

SST - Challenger Howard Wholesale Mortgage Pension’s one-year total return is 2.39%. This was made up of a growth return of 2.39% and an income return of 0%. These returns were calculated as at 31 Aug 2013.

The asset allocation of the SST - Challenger Howard Wholesale Mortgage Pension managed fund is :

Cash
44.58%
Property
55.42%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the SST - Challenger Howard Wholesale Mortgage Pension managed fund is Statewide Superannuation Trust.

The SST - Challenger Howard Wholesale Mortgage Pension managed fund belongs to the Mortgages sector/asset class.

As at 31 Aug 2013, the size of the SST - Challenger Howard Wholesale Mortgage Pension managed fund was $0.01 million.

The SST - Challenger Howard Wholesale Mortgage Pension managed fund has an inception date of 14 Nov 2007.

The current entry price of the SST - Challenger Howard Wholesale Mortgage Pension managed fund is $1.2283 per unit and the current exit price is $1.2283 per unit (as at 18 Sep 2013).

The current exit price of the SST - Challenger Howard Wholesale Mortgage Pension managed fund is $1.2283 per unit and the current entry price is $1.2283 per unit (as at 18 Sep 2013).

The minimum initial investment amount for the SST - Challenger Howard Wholesale Mortgage Pension managed fund is $20,000.

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.