Suncorp Sup Lifesaver Suncorp Traditional Growth - Managed Fund (Closed)

Fund Objective

N/A

Fund Strategy

N/A

Fund Performance Comparison

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Peers

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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	-1.14%	-4.7%	-3.59%	10.02%	-1.49%	-5.43%	2.5%	4.07%
Growth return	-1.14%	-4.7%	-3.59%	10.02%	-1.49%	-5.43%	2.5%	4.07%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	-0.43%	1.58%	7.38%	20.91%	12.04%	5.34%	6.61%	7.49%

As at 30 Jun 2010. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp Sup Lifesaver Suncorp Traditional Growth

Australian Equities: 40.10%

International Equities: 20.92%

Cash: 3.61%

Property: 9.99%

Fixed Interest: 13.84%

Alternatives: 11.55%

Average Allocation of Peers

Australian Equities: 27.51%

International Equities: 34.07%

Cash: 5.57%

Property: 6.79%

Fixed Interest: 21.68%

Alternatives: 4.38%

General Information

Fund Details

Type	Description
Fund Name	Suncorp Sup Lifesaver Suncorp Traditional Growth
Fund Status	Closed
Responsible Entity	Suncorp Portfolio Services Limited
APIR Code	SUN0412AU
Sector/Asset Class	Multisector Growth
Morningstar Rating	(as at 30 Jun 2010)
Legal Structure	Superannuation Fund
Fund Inception	1 Jul 1992
Fund Size	$10.46 million (as at 30 Jun 2014)
Entry Price	$472.0835 (as at 12 Nov 2020)
Exit Price	$471.093 (as at 12 Nov 2020)
Fund Status	Suppressed

Offer information

Type	Description
MER	1.20% (as at 30 Jun 2006)
Indirect Cost Ratio (ICR)	1.25% (as at 30 Jun 2013)

FAQs about the Suncorp Sup Lifesaver Suncorp Traditional Growth

What is the objective of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund?

The objective of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund is N/A

What is the strategy for the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund?

The strategy of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund is N/A

What is the APIR code of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund?

The APIR code of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund is SUN0412AU.

What was Suncorp Sup Lifesaver Suncorp Traditional Growth’s total return last month?

Suncorp Sup Lifesaver Suncorp Traditional Growth’s total return last month was -1.14%. This was made up of a growth return of -1.14% and an income return of 0%. These returns were calculated as at 30 Jun 2010.

What was Suncorp Sup Lifesaver Suncorp Traditional Growth’s total return for the last three months?

Suncorp Sup Lifesaver Suncorp Traditional Growth’s total return for the last three months was -4.7%. This was made up of a growth return of -4.7% and an income return of 0%%. These returns were calculated as at 30 Jun 2010.

What is Suncorp Sup Lifesaver Suncorp Traditional Growth’s one-year total return?

Suncorp Sup Lifesaver Suncorp Traditional Growth’s one-year total return is 10.02%. This was made up of a growth return of 10.02% and an income return of 0%. These returns were calculated as at 30 Jun 2010.

What is Suncorp Sup Lifesaver Suncorp Traditional Growth’s three-year total return?

Suncorp Sup Lifesaver Suncorp Traditional Growth’s one-year total return is -5.43%. This was made up of a growth return of -5.43% and an income return of 0%. These returns were calculated as at 30 Jun 2010.

What is the asset allocation of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund?

The asset allocation of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund is :

Australian Equities: 40.10%

International Equities: 20.92%

Cash: 3.61%

Property: 9.99%

Fixed Interest: 13.84%

Alternatives: 11.55%

Who is the responsible Entity of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund?

The Responsible Entity for the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund is Suncorp Portfolio Services Limited.

What sector/asset class does the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund belong to?

The Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund belongs to the Multisector Growth sector/asset class.

What is the size of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund?

As at 30 Jun 2014, the size of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund was $10.46 million.

What is the inception date of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund?

The Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund has an inception date of 1 Jul 1992.

What is the current entry price of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund?

The current entry price of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund is $472.0835 per unit and the current exit price is $471.093 per unit (as at 12 Nov 2020).

What is the current exit price of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund?

The current exit price of the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund is $471.093 per unit and the current entry price is $472.0835 per unit (as at 12 Nov 2020).

What is the minimum investment amount for the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund?

The minimum initial investment amount for the Suncorp Sup Lifesaver Suncorp Traditional Growth managed fund is $.

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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