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  5. Suncorp WSmart TAP - Suncorp Univ Growth - Managed fund profile

Suncorp WSmart TAP - Suncorp Univ Growth - Managed Fund (Closed)

Fund Objective
CPI 3.5% over 10 years.
Fund Strategy
Holds a diversified mix of growth and income investments, with a tilt towards shares, property and infrastructure.

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 1.97% -1.17% 1.2% 6.69% 8.36% 9.53% -% -%
Growth return 1.97% -1.17% 1.2% 6.69% 8.36% 9.53% -% -%
Income return 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 Nov 2016. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Suncorp WSmart TAP - Suncorp Univ Growth
Australian Equities
23.60%
International Equities
44.49%
Cash
9.15%
Property
7.64%
Fixed Interest
15.13%
Alternatives
0%
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
Suncorp WSmart TAP - Suncorp Univ Growth
Closed
Suncorp Portfolio Services Limited
RSA0754AU
Multisector Growth
starstarstarstarstar (as at 31 Dec 2016)
Allocated Pension
1 Jul 2013
$0 million (as at 30 Nov 2016)
$1.3965 (as at 10 Jan 2017)
$1.3926 (as at 10 Jan 2017)
Finalised
Offer information
Type Description
Minimum initial investment $25,000

FAQs about the Suncorp WSmart TAP - Suncorp Univ Growth

The objective of the Suncorp WSmart TAP - Suncorp Univ Growth managed fund is CPI + 3.5% over 10 years.

The strategy of the Suncorp WSmart TAP - Suncorp Univ Growth managed fund is Holds a diversified mix of growth and income investments, with a tilt towards shares, property and infrastructure.

The APIR code of the Suncorp WSmart TAP - Suncorp Univ Growth managed fund is RSA0754AU.

Suncorp WSmart TAP - Suncorp Univ Growth’s total return last month was 1.97%. This was made up of a growth return of 1.97% and an income return of 0%. These returns were calculated as at 30 Nov 2016.

Suncorp WSmart TAP - Suncorp Univ Growth’s total return for the last three months was -1.17%. This was made up of a growth return of -1.17% and an income return of 0%%. These returns were calculated as at 30 Nov 2016.

Suncorp WSmart TAP - Suncorp Univ Growth’s one-year total return is 6.69%. This was made up of a growth return of 6.69% and an income return of 0%. These returns were calculated as at 30 Nov 2016.

Suncorp WSmart TAP - Suncorp Univ Growth’s one-year total return is 9.53%. This was made up of a growth return of 9.53% and an income return of 0%. These returns were calculated as at 30 Nov 2016.

The asset allocation of the Suncorp WSmart TAP - Suncorp Univ Growth managed fund is :

Australian Equities
23.60%
International Equities
44.49%
Cash
9.15%
Property
7.64%
Fixed Interest
15.13%
Alternatives
0%

The Responsible Entity for the Suncorp WSmart TAP - Suncorp Univ Growth managed fund is Suncorp Portfolio Services Limited.

The Suncorp WSmart TAP - Suncorp Univ Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Nov 2016, the size of the Suncorp WSmart TAP - Suncorp Univ Growth managed fund was $0 million.

The Suncorp WSmart TAP - Suncorp Univ Growth managed fund has an inception date of 1 Jul 2013.

The current entry price of the Suncorp WSmart TAP - Suncorp Univ Growth managed fund is $1.3965 per unit and the current exit price is $1.3926 per unit (as at 10 Jan 2017).

The current exit price of the Suncorp WSmart TAP - Suncorp Univ Growth managed fund is $1.3926 per unit and the current entry price is $1.3965 per unit (as at 10 Jan 2017).

The minimum initial investment amount for the Suncorp WSmart TAP - Suncorp Univ Growth managed fund is $25,000.

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.