Suncorp Easy Super Australian Equities N - Managed Fund (Closed)

Fund Objective

To maximise returns over the long term from investing in a diversifed range of Australian shares.

Fund Strategy

An unlisted Superannuation Fund which invests primarily in Shares in Australia with an objective of providing capital growth .

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}

Peers

Benchmark ({{ fund.benchmark.name }})

{{ fund.model.name }}

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.

Grow your money, not your fees

It's fees rather than returns that make the biggest difference to your investment's compounding returns.

Free Fees Report

Investing made simple

Our professionally-tailored investment portfolios consistently beat most of our peers.

Free investor guide

Grow your money, not your fees

It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report

Investing made simple

Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

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	3.25%	2.84%	21.39%	31.24%	-7.99%	-1.75%	7.5%	-%
Growth return	-0.27%	4.58%	13.96%	36.4%	-3.26%	-2.43%	7.01%	-%
Income return	3.52%	-1.74%	7.43%	-5.16%	-4.73%	0.68%	0.49%	-%
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 Dec 2009. 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
Fund Name	Suncorp Easy Super Australian Equities N
Fund Status	Closed
Responsible Entity	SUNCORP Life and Superannuation Limited
APIR Code	SUN0076AU
Sector/Asset Class	Equity Australia Large Blend
Morningstar Rating	(as at 31 Dec 2009)
Legal Structure	Superannuation Fund
Fund Inception	22 Jan 2003
Fund Size	$24.25 million (as at 31 Jan 2010)
Entry Price	$20.40984 (as at 20 Jan 2010)
Exit Price	$20.40984 (as at 20 Jan 2010)
Fund Status	Finalised

Offer information

Type	Description
Indirect Cost Ratio (ICR)	0% (as at 30 Jun 2009)
Minimum initial investment	$2,000.00

FAQs about the Suncorp Easy Super Australian Equities N

What is the objective of the Suncorp Easy Super Australian Equities N managed fund?

The objective of the Suncorp Easy Super Australian Equities N managed fund is To maximise returns over the long term from investing in a diversifed range of Australian shares.

What is the strategy for the Suncorp Easy Super Australian Equities N managed fund?

The strategy of the Suncorp Easy Super Australian Equities N managed fund is An unlisted Superannuation Fund which invests primarily in Shares in Australia with an objective of providing capital growth .

What is the APIR code of the Suncorp Easy Super Australian Equities N managed fund?

The APIR code of the Suncorp Easy Super Australian Equities N managed fund is SUN0076AU.

What was Suncorp Easy Super Australian Equities N’s total return last month?

Suncorp Easy Super Australian Equities N’s total return last month was 3.25%. This was made up of a growth return of -0.27% and an income return of 3.52%. These returns were calculated as at 31 Dec 2009.

What was Suncorp Easy Super Australian Equities N’s total return for the last three months?

Suncorp Easy Super Australian Equities N’s total return for the last three months was 2.84%. This was made up of a growth return of 4.58% and an income return of -1.74%%. These returns were calculated as at 31 Dec 2009.

What is Suncorp Easy Super Australian Equities N’s one-year total return?

Suncorp Easy Super Australian Equities N’s one-year total return is 31.24%. This was made up of a growth return of 36.4% and an income return of -5.16%. These returns were calculated as at 31 Dec 2009.

What is Suncorp Easy Super Australian Equities N’s three-year total return?

Suncorp Easy Super Australian Equities N’s one-year total return is -1.75%. This was made up of a growth return of -2.43% and an income return of 0.68%. These returns were calculated as at 31 Dec 2009.

What is the asset allocation of the Suncorp Easy Super Australian Equities N managed fund?

The asset allocation of the Suncorp Easy Super Australian Equities N managed fund is :

Australian Equities: 100%

International Equities: 0%

Cash: 0%

Property: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Suncorp Easy Super Australian Equities N managed fund?

The Responsible Entity for the Suncorp Easy Super Australian Equities N managed fund is SUNCORP Life and Superannuation Limited.

What sector/asset class does the Suncorp Easy Super Australian Equities N managed fund belong to?

The Suncorp Easy Super Australian Equities N managed fund belongs to the Equity Australia Large Blend sector/asset class.

What is the size of the Suncorp Easy Super Australian Equities N managed fund?

As at 31 Jan 2010, the size of the Suncorp Easy Super Australian Equities N managed fund was $24.25 million.

What is the inception date of the Suncorp Easy Super Australian Equities N managed fund?

The Suncorp Easy Super Australian Equities N managed fund has an inception date of 22 Jan 2003.

What is the current entry price of the Suncorp Easy Super Australian Equities N managed fund?

The current entry price of the Suncorp Easy Super Australian Equities N managed fund is $20.40984 per unit and the current exit price is $20.40984 per unit (as at 20 Jan 2010).

What is the current exit price of the Suncorp Easy Super Australian Equities N managed fund?

The current exit price of the Suncorp Easy Super Australian Equities N managed fund is $20.40984 per unit and the current entry price is $20.40984 per unit (as at 20 Jan 2010).

What is the minimum investment amount for the Suncorp Easy Super Australian Equities N managed fund?

The minimum initial investment amount for the Suncorp Easy Super Australian Equities N managed fund is $2,000.

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.

What our members say about us