Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 - Managed Fund (Closed)

Fund Objective

Primarily wealth generation with a return objective of CPI 4.0% over 10 years.

Fund Strategy

The Suncorp Lifestage Fund holds a diversified mix of growth and income investments, with an increased allocation to income investments as you get older. Each Suncorp Lifestage Fund is tailored to suit the investment needs and risk profile of investors within the specified age group.

Fund Performance Comparison

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Peers

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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.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	1.86%	5.36%	8.34%	9.43%	6.28%	9.12%	-%	-%
Growth return	1.86%	5.36%	8.34%	9.43%	6.28%	9.12%	-%	-%
Income return	0%	0%	0%	0%	0%	0%	-%	-%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return	2.21%	6.59%	8.29%	14.58%	15.23%	13.97%	11.61%	9.87%

As at 30 Apr 2017. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Everyday Super - Suncorp Lifestage 1985 - 89

Australian Equities: 27%

International Equities: 51.73%

Cash: 5.53%

Property & Infrastructure: 8.29%

Fixed Interest: 7.44%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 34.25%

International Equities: 49.72%

Cash: 2.42%

Property & Infrastructure: 4.65%

Fixed Interest: 5.34%

Alternatives: 3.61%

General Information

Fund Details

Type	Description
Fund Name	Suncorp Everyday Super - Suncorp Lifestage 1985 - 89
Fund Status	Closed
Responsible Entity	Suncorp Portfolio Services Limited
APIR Code	RSA0703AU
Sector/Asset Class	Multisector Life Stages ? 1980s
Morningstar Rating	(as at 30 Apr 2017)
Legal Structure	Superannuation Fund
Fund Inception	3 Dec 2012
Fund Size	$54.94 million (as at 30 Apr 2017)
Entry Price	$1.5673 (as at 24 May 2017)
Exit Price	$1.5673 (as at 24 May 2017)
Fund Status	Finalised

Offer information

Type	Description
Indirect Cost Ratio (ICR)	0.85% (as at 30 Jun 2013)
Minimum initial investment
Minimum additional investments

FAQs about the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89

What is the objective of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund?

The objective of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund is Primarily wealth generation with a return objective of CPI + 4.0% over 10 years.

What is the strategy for the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund?

The strategy of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund is The Suncorp Lifestage Fund holds a diversified mix of growth and income investments, with an increased allocation to income investments as you get older. Each Suncorp Lifestage Fund is tailored to suit the investment needs and risk profile of investors within the specified age group.

What is the APIR code of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund?

The APIR code of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund is RSA0703AU.

What was Suncorp Everyday Super - Suncorp Lifestage 1985 - 89’s total return last month?

Suncorp Everyday Super - Suncorp Lifestage 1985 - 89’s total return last month was 1.86%. This was made up of a growth return of 1.86% and an income return of 0%. These returns were calculated as at 30 Apr 2017.

What was Suncorp Everyday Super - Suncorp Lifestage 1985 - 89’s total return for the last three months?

Suncorp Everyday Super - Suncorp Lifestage 1985 - 89’s total return for the last three months was 5.36%. This was made up of a growth return of 5.36% and an income return of 0%%. These returns were calculated as at 30 Apr 2017.

What is Suncorp Everyday Super - Suncorp Lifestage 1985 - 89’s one-year total return?

Suncorp Everyday Super - Suncorp Lifestage 1985 - 89’s one-year total return is 9.43%. This was made up of a growth return of 9.43% and an income return of 0%. These returns were calculated as at 30 Apr 2017.

What is Suncorp Everyday Super - Suncorp Lifestage 1985 - 89’s three-year total return?

Suncorp Everyday Super - Suncorp Lifestage 1985 - 89’s one-year total return is 9.12%. This was made up of a growth return of 9.12% and an income return of 0%. These returns were calculated as at 30 Apr 2017.

What is the asset allocation of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund?

The asset allocation of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund is :

Australian Equities: 27%

International Equities: 51.73%

Cash: 5.53%

Property & Infrastructure: 8.29%

Fixed Interest: 7.44%

Alternatives: 0%

Who is the responsible Entity of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund?

The Responsible Entity for the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund is Suncorp Portfolio Services Limited.

What sector/asset class does the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund belong to?

The Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund belongs to the Multisector Life Stages ? 1980s sector/asset class.

What is the size of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund?

As at 30 Apr 2017, the size of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund was $54.94 million.

What is the inception date of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund?

The Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund has an inception date of 3 Dec 2012.

What is the current entry price of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund?

The current entry price of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund is $1.5673 per unit and the current exit price is $1.5673 per unit (as at 24 May 2017).

What is the current exit price of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund?

The current exit price of the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund is $1.5673 per unit and the current entry price is $1.5673 per unit (as at 24 May 2017).

What is the minimum investment amount for the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 managed fund?

The minimum initial investment amount for the Suncorp Everyday Super - Suncorp Lifestage 1985 - 89 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.

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