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  5. Suncorp Metway Easy Super - SM Growth Portfolio - Managed fund profile

Suncorp Metway Easy Super - SM Growth Portfolio - Managed Fund (Closed)

Fund Objective
To maximise returns over the long term from investing in a mix of shares, property, fixed interest securities and cash with a majority of the assets invested in Australian and overseas shares. The fund aims to outperform its benchmark over rolling 5 years periods.
Fund Strategy
The Fund invests in Australian Cash, Australian Fixed Interest, International Fixed Interest, Australian Equities, International Equities, Australian Listed Property, TAA Trust.

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 2.91% 2.38% 13.12% 14.6% -8.17% -4.29% 3.16% -%
Growth return 2.91% 2.38% 13.12% 14.6% -8.17% -4.29% 3.16% -%
Income return 0% 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 31 Dec 2009. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Metway Easy Super - SM Growth Portfolio
Australian Equities
39.86%
International Equities
40.16%
Cash
0.59%
Property & Infrastructure
4.85%
Fixed Interest
9.56%
Alternatives
4.99%
Average Allocation of Peers
Australian Equities
34.21%
International Equities
49.75%
Cash
2.42%
Property & Infrastructure
4.65%
Fixed Interest
5.34%
Alternatives
3.63%

General Information

Fund Details
Type Description
Suncorp Metway Easy Super - SM Growth Portfolio
Closed
Suncorp Portfolio Services Limited
SUN0120AU
Multisector Aggressive
starstarstar (as at 30 Jun 2009)
Superannuation Fund
1 Feb 2001
$24.01 million (as at 31 Jan 2010)
$11.56102 (as at 20 Jan 2010)
$11.56102 (as at 20 Jan 2010)
Finalised
Offer information
Type Description
Standard entry fee 4.80%
Indirect Cost Ratio (ICR) 0.45% (as at 30 Jun 2009)
Minimum initial investment $2,000.00

FAQs about the Suncorp Metway Easy Super - SM Growth Portfolio

The objective of the Suncorp Metway Easy Super - SM Growth Portfolio managed fund is To maximise returns over the long term from investing in a mix of shares, property, fixed interest securities and cash with a majority of the assets invested in Australian and overseas shares. The fund aims to outperform its benchmark over rolling 5 years periods.

The strategy of the Suncorp Metway Easy Super - SM Growth Portfolio managed fund is The Fund invests in Australian Cash, Australian Fixed Interest, International Fixed Interest, Australian Equities, International Equities, Australian Listed Property, TAA Trust.

The APIR code of the Suncorp Metway Easy Super - SM Growth Portfolio managed fund is SUN0120AU.

Suncorp Metway Easy Super - SM Growth Portfolio’s total return last month was 2.91%. This was made up of a growth return of 2.91% and an income return of 0%. These returns were calculated as at 31 Dec 2009.

Suncorp Metway Easy Super - SM Growth Portfolio’s total return for the last three months was 2.38%. This was made up of a growth return of 2.38% and an income return of 0%%. These returns were calculated as at 31 Dec 2009.

Suncorp Metway Easy Super - SM Growth Portfolio’s one-year total return is 14.6%. This was made up of a growth return of 14.6% and an income return of 0%. These returns were calculated as at 31 Dec 2009.

Suncorp Metway Easy Super - SM Growth Portfolio’s one-year total return is -4.29%. This was made up of a growth return of -4.29% and an income return of 0%. These returns were calculated as at 31 Dec 2009.

The asset allocation of the Suncorp Metway Easy Super - SM Growth Portfolio managed fund is :

Australian Equities
39.86%
International Equities
40.16%
Cash
0.59%
Property & Infrastructure
4.85%
Fixed Interest
9.56%
Alternatives
4.99%

The Responsible Entity for the Suncorp Metway Easy Super - SM Growth Portfolio managed fund is Suncorp Portfolio Services Limited.

The Suncorp Metway Easy Super - SM Growth Portfolio managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Jan 2010, the size of the Suncorp Metway Easy Super - SM Growth Portfolio managed fund was $24.01 million.

The Suncorp Metway Easy Super - SM Growth Portfolio managed fund has an inception date of 1 Feb 2001.

The current entry price of the Suncorp Metway Easy Super - SM Growth Portfolio managed fund is $11.56102 per unit and the current exit price is $11.56102 per unit (as at 20 Jan 2010).

The current exit price of the Suncorp Metway Easy Super - SM Growth Portfolio managed fund is $11.56102 per unit and the current entry price is $11.56102 per unit (as at 20 Jan 2010).

The minimum initial investment amount for the Suncorp Metway Easy Super - SM Growth Portfolio 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.