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  5. SST - Perpetual Wholesale Australian Fund Pension - Managed fund profile

SST - Perpetual Wholesale Australian Fund Pension - Managed Fund (Closed)

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 5.71% 13.85% 12.46% 32.38% 22.27% 15.67% 11.93% -%
Growth return 5.71% 13.85% 12.46% 32.38% 22.27% 15.67% 11.93% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
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 30 Sep 2013. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

SST - Perpetual Wholesale Australian Fund Pension
Australian Equities
91.09%
International Equities
0.89%
Cash
2.66%
Property
5.36%
Fixed Interest
0%
Alternatives
0%
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
SST - Perpetual Wholesale Australian Fund Pension
Closed
Statewide Superannuation Trust
SSP0052AU
Equity Australia Large Value
starstarstar (as at 31 Aug 2013)
Allocated Pension
14 Nov 2007
$0.46 million (as at 31 Aug 2013)
$1.4677 (as at 30 Sep 2013)
$1.4677 (as at 30 Sep 2013)
Suppressed
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.55% (as at 1 Apr 2010)
Minimum initial investment $20,000

FAQs about the SST - Perpetual Wholesale Australian Fund Pension

The objective of the SST - Perpetual Wholesale Australian Fund Pension managed fund is

The strategy of the SST - Perpetual Wholesale Australian Fund Pension managed fund is

The APIR code of the SST - Perpetual Wholesale Australian Fund Pension managed fund is SSP0052AU.

SST - Perpetual Wholesale Australian Fund Pension’s total return last month was 5.71%. This was made up of a growth return of 5.71% and an income return of 0%. These returns were calculated as at 30 Sep 2013.

SST - Perpetual Wholesale Australian Fund Pension’s total return for the last three months was 13.85%. This was made up of a growth return of 13.85% and an income return of 0%%. These returns were calculated as at 30 Sep 2013.

SST - Perpetual Wholesale Australian Fund Pension’s one-year total return is 32.38%. This was made up of a growth return of 32.38% and an income return of 0%. These returns were calculated as at 30 Sep 2013.

SST - Perpetual Wholesale Australian Fund Pension’s one-year total return is 15.67%. This was made up of a growth return of 15.67% and an income return of 0%. These returns were calculated as at 30 Sep 2013.

The asset allocation of the SST - Perpetual Wholesale Australian Fund Pension managed fund is :

Australian Equities
91.09%
International Equities
0.89%
Cash
2.66%
Property
5.36%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the SST - Perpetual Wholesale Australian Fund Pension managed fund is Statewide Superannuation Trust.

The SST - Perpetual Wholesale Australian Fund Pension managed fund belongs to the Equity Australia Large Value sector/asset class.

As at 31 Aug 2013, the size of the SST - Perpetual Wholesale Australian Fund Pension managed fund was $0.46 million.

The SST - Perpetual Wholesale Australian Fund Pension managed fund has an inception date of 14 Nov 2007.

The current entry price of the SST - Perpetual Wholesale Australian Fund Pension managed fund is $1.4677 per unit and the current exit price is $1.4677 per unit (as at 30 Sep 2013).

The current exit price of the SST - Perpetual Wholesale Australian Fund Pension managed fund is $1.4677 per unit and the current entry price is $1.4677 per unit (as at 30 Sep 2013).

The minimum initial investment amount for the SST - Perpetual Wholesale Australian Fund 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.