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  5. Vision Balanced Growth Super - Managed fund profile

Vision Balanced Growth Super - Managed Fund

Fund Objective
This option aims to outperform (after fees and taxes) the rate of increases in inflation as measured by the CPI by 3.0% per annum over rolling 15-year periods and to outperform (after fees and taxes) the median default superannuation fund over rolling three year periods, assessed using the SR50 MySuper Index from the SuperRatings Fund Crediting Rate Survey.
Fund Strategy
To invest in a diversified portfolio with some exposure to cash and diversified bonds, and a higher exposure to equities.

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 -0.03% 1.38% 5.29% 14.96% 10.3% 5.23% 7.26% 7.72%
Growth return -0.03% 1.38% 5.29% 14.96% 10.3% 5.23% 7.26% 7.72%
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 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
4.45%
Australian Equities
27.54%
International Equities
34.01%
Cash
5.65%
Property
6.82%
Fixed Interest
21.54%

General Information

Fund Details
Type Description
Vision Balanced Growth Super
Vision Super Pty Ltd
Multisector Growth
starstarstarstarstar (as at 31 Oct 2024)
Superannuation Fund
10 Jul 2006
n/a
$3.25858 (as at 6 Nov 2024)
$3.25858 (as at 6 Nov 2024)
Open
Offer information
Type Description
MER 0.74% (as at 2 Oct 2023)

FAQs about the Vision Balanced Growth Super

The objective of the Vision Balanced Growth Super managed fund is This option aims to outperform (after fees and taxes) the rate of increases in inflation as measured by the CPI by 3.0% per annum over rolling 15-year periods and to outperform (after fees and taxes) the median default superannuation fund over rolling three year periods, assessed using the SR50 MySuper Index from the SuperRatings Fund Crediting Rate Survey.

The strategy of the Vision Balanced Growth Super managed fund is To invest in a diversified portfolio with some exposure to cash and diversified bonds, and a higher exposure to equities.

The APIR code of the Vision Balanced Growth Super managed fund is .

Vision Balanced Growth Super’s total return last month was -0.03%. This was made up of a growth return of -0.03% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Vision Balanced Growth Super’s total return for the last three months was 1.38%. This was made up of a growth return of 1.38% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Vision Balanced Growth Super’s one-year total return is 14.96%. This was made up of a growth return of 14.96% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Vision Balanced Growth Super’s one-year total return is 5.23%. This was made up of a growth return of 5.23% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Vision Balanced Growth Super managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

The Responsible Entity for the Vision Balanced Growth Super managed fund is Vision Super Pty Ltd.

The Vision Balanced Growth Super managed fund belongs to the Multisector Growth sector/asset class.

As at , the size of the Vision Balanced Growth Super managed fund was $ million.

The Vision Balanced Growth Super managed fund has an inception date of 10 Jul 2006.

The current entry price of the Vision Balanced Growth Super managed fund is $3.25858 per unit and the current exit price is $3.25858 per unit (as at 6 Nov 2024).

The current exit price of the Vision Balanced Growth Super managed fund is $3.25858 per unit and the current entry price is $3.25858 per unit (as at 6 Nov 2024).

The minimum initial investment amount for the Vision Balanced Growth Super 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.