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  5. Suncorp Lifesaver Bond - Managed fund profile

Suncorp Lifesaver Bond - Managed Fund (Closed)

Fund Objective
This reserve backed insurance bond aims to provide an exceptionally high level of security with a stable rate of return.
Fund Strategy
Invests in a balanced mix of shares, property, cash and fixed interest securities.

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 0.55% 1.33% 2.49% 4.92% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
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 30 Jun 2015. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Lifesaver Bond
Australian Equities
18.63%
International Equities
8.77%
Cash
27.09%
Property
5.32%
Fixed Interest
31%
Alternatives
9.18%
Average Allocation of Peers
Australian Equities
15.86%
International Equities
27.73%
Cash
10.19%
Property
3.97%
Fixed Interest
35.38%
Alternatives
6.87%

General Information

Fund Details
Type Description
Suncorp Lifesaver Bond
Closed
SUNCORP Life and Superannuation Limited
SUN0202AU
Multisector Balanced
starstarstarstar (as at 29 Feb 2008)
Investment Fund
1 Feb 1986
$0 million (as at 30 Jun 2014)
n/a
n/a
Suppressed
Offer information
Type Description
MER 1.20% (as at 30 Jun 2006)
Indirect Cost Ratio (ICR) 1.20% (as at 30 Jun 2013)
Minimum initial investment $2,000.00

FAQs about the Suncorp Lifesaver Bond

The objective of the Suncorp Lifesaver Bond managed fund is This reserve backed insurance bond aims to provide an exceptionally high level of security with a stable rate of return.

The strategy of the Suncorp Lifesaver Bond managed fund is Invests in a balanced mix of shares, property, cash and fixed interest securities.

The APIR code of the Suncorp Lifesaver Bond managed fund is SUN0202AU.

Suncorp Lifesaver Bond’s total return last month was 0.55%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2015.

Suncorp Lifesaver Bond’s total return for the last three months was 1.33%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Jun 2015.

Suncorp Lifesaver Bond’s one-year total return is 4.92%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2015.

Suncorp Lifesaver Bond’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2015.

The asset allocation of the Suncorp Lifesaver Bond managed fund is :

Australian Equities
18.63%
International Equities
8.77%
Cash
27.09%
Property
5.32%
Fixed Interest
31%
Alternatives
9.18%

The Responsible Entity for the Suncorp Lifesaver Bond managed fund is SUNCORP Life and Superannuation Limited.

The Suncorp Lifesaver Bond managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Jun 2014, the size of the Suncorp Lifesaver Bond managed fund was $0 million.

The Suncorp Lifesaver Bond managed fund has an inception date of 1 Feb 1986.

The current entry price of the Suncorp Lifesaver Bond managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Suncorp Lifesaver Bond managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Suncorp Lifesaver Bond 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.