Suncorp Insurance Bond - Suncorp Traditional Growth - Managed Fund (Closed)

Fund Objective

Capital growth with income through a portfolio of domestic and international shares, property and fixed interest assets, domestic and international.

Fund Strategy

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

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

% p.a.

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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	0.05%	0.09%	2.57%	-1.79%	4.11%	3.99%	4.45%	6.09%
Growth return	0.05%	0.09%	2.57%	-1.79%	4.11%	3.99%	4.45%	6.09%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
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 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Insurance Bond - Suncorp Traditional Growth

Australian Equities: 31.69%

International Equities: 37.85%

Cash: 8.99%

Property: 9.15%

Fixed Interest: 7.06%

Alternatives: 5.26%

Average Allocation of Peers

Australian Equities: 15.93%

International Equities: 27.55%

Cash: 10.33%

Property: 3.95%

Fixed Interest: 35.42%

Alternatives: 6.82%

General Information

Fund Details

Type	Description
Fund Name	Suncorp Insurance Bond - Suncorp Traditional Growth
Fund Status	Closed
Responsible Entity	SUNCORP Life and Superannuation Limited
APIR Code	SUN0212AU
Sector/Asset Class	Multisector Balanced
Morningstar Rating	(as at 31 Oct 2020)
Legal Structure	Investment Fund
Fund Inception	1 Nov 1992
Fund Size	$0.33 million (as at 30 Jun 2014)
Entry Price	$7.7452 (as at 12 Nov 2020)
Exit Price	$7.729 (as at 12 Nov 2020)
Fund Status	Suppressed

Offer information

Type	Description
Indirect Cost Ratio (ICR)	1.25% (as at 30 Jun 2013)
Minimum initial investment	$2,000.00

FAQs about the Suncorp Insurance Bond - Suncorp Traditional Growth

What is the objective of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund?

The objective of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund is Capital growth with income through a portfolio of domestic and international shares, property and fixed interest assets, domestic and international.

What is the strategy for the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund?

The strategy of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund is An unlisted Insurance Bond which invests primarily in Shares in Australia with an objective of providing capital growth.

What is the APIR code of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund?

The APIR code of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund is SUN0212AU.

What was Suncorp Insurance Bond - Suncorp Traditional Growth’s total return last month?

Suncorp Insurance Bond - Suncorp Traditional Growth’s total return last month was 0.05%. This was made up of a growth return of 0.05% and an income return of 0%. These returns were calculated as at 31 Oct 2020.

What was Suncorp Insurance Bond - Suncorp Traditional Growth’s total return for the last three months?

Suncorp Insurance Bond - Suncorp Traditional Growth’s total return for the last three months was 0.09%. This was made up of a growth return of 0.09% and an income return of 0%%. These returns were calculated as at 31 Oct 2020.

What is Suncorp Insurance Bond - Suncorp Traditional Growth’s one-year total return?

Suncorp Insurance Bond - Suncorp Traditional Growth’s one-year total return is -1.79%. This was made up of a growth return of -1.79% and an income return of 0%. These returns were calculated as at 31 Oct 2020.

What is Suncorp Insurance Bond - Suncorp Traditional Growth’s three-year total return?

Suncorp Insurance Bond - Suncorp Traditional Growth’s one-year total return is 3.99%. This was made up of a growth return of 3.99% and an income return of 0%. These returns were calculated as at 31 Oct 2020.

What is the asset allocation of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund?

The asset allocation of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund is :

Australian Equities: 31.69%

International Equities: 37.85%

Cash: 8.99%

Property: 9.15%

Fixed Interest: 7.06%

Alternatives: 5.26%

Who is the responsible Entity of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund?

The Responsible Entity for the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund is SUNCORP Life and Superannuation Limited.

What sector/asset class does the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund belong to?

The Suncorp Insurance Bond - Suncorp Traditional Growth managed fund belongs to the Multisector Balanced sector/asset class.

What is the size of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund?

As at 30 Jun 2014, the size of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund was $0.33 million.

What is the inception date of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund?

The Suncorp Insurance Bond - Suncorp Traditional Growth managed fund has an inception date of 1 Nov 1992.

What is the current entry price of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund?

The current entry price of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund is $7.7452 per unit and the current exit price is $7.729 per unit (as at 12 Nov 2020).

What is the current exit price of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund?

The current exit price of the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund is $7.729 per unit and the current entry price is $7.7452 per unit (as at 12 Nov 2020).

What is the minimum investment amount for the Suncorp Insurance Bond - Suncorp Traditional Growth managed fund?

The minimum initial investment amount for the Suncorp Insurance Bond - Suncorp Traditional Growth 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.

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