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  5. Wealthstar Personal Super Intech Australian Bonds Trust - Managed fund profile

Wealthstar Personal Super Intech Australian Bonds Trust - Managed Fund (Closed)

Fund Objective
Aims to match and, where possible, enhance performance relative to the benchmark over rolling 3 year periods by investing predominantly in Australian investment grade bonds.
Fund Strategy
A Fund predominantly invested in government, semi-government and/or corporate Australian bonds. The Fund aims to deliver a superior risk return profile to the performance benchmark and aims to provide investors with a consistent income, whilst also looking to preserve underlying capital. To implement this strategy, Morningstar may design portfolios and/or appoint managers to manage the assets of the Fund.

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 0.75% 0.15% 6.61% 12.95% 8.3% 5.93% -% -%
Growth return 0.75% 0.15% 6.61% 12.95% 8.3% 5.93% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 0.33% 1.05% 3.11% 4.31% 4.73% 3.74% -0.03% 2.14%
As at 31 Mar 2009. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Wealthstar Personal Super Intech Australian Bonds Trust
Cash
1.46%
Fixed Interest
98.54%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Cash
6.60%
Fixed Interest
92.48%
Australian Equities
0.62%
International Equities
0.02%
Property & Infrastructure
0.02%
Alternatives
0.25%

General Information

Fund Details
Type Description
Wealthstar Personal Super Intech Australian Bonds Trust
Closed
Suncorp Portfolio Services Limited
RSA0304AU
Bonds - Australia
starstarstarstarstar (as at 31 Mar 2009)
Superannuation Fund
11 Oct 2004
$0.43 million (as at 31 Mar 2009)
$1.2214 (as at 16 Apr 2009)
$1.2207 (as at 16 Apr 2009)
Finalised
Offer information
Type Description
Standard entry fee 4.10%
Indirect Cost Ratio (ICR) 0.38% (as at 30 Jun 2008)
Minimum initial investment

Top 10 holdings (as at 31 Aug 2025)

Holding (as at 31 Aug 2025) Type % of Portfolio
10 Year Australian Treasury Bond Future Sept 25 Bond - Treasury Future 5.30%
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FAQs about the Wealthstar Personal Super Intech Australian Bonds Trust

The objective of the Wealthstar Personal Super Intech Australian Bonds Trust managed fund is Aims to match and, where possible, enhance performance relative to the benchmark over rolling 3 year periods by investing predominantly in Australian investment grade bonds.

The strategy of the Wealthstar Personal Super Intech Australian Bonds Trust managed fund is A Fund predominantly invested in government, semi-government and/or corporate Australian bonds. The Fund aims to deliver a superior risk return profile to the performance benchmark and aims to provide investors with a consistent income, whilst also looking to preserve underlying capital. To implement this strategy, Morningstar may design portfolios and/or appoint managers to manage the assets of the Fund.

The APIR code of the Wealthstar Personal Super Intech Australian Bonds Trust managed fund is RSA0304AU.

Wealthstar Personal Super Intech Australian Bonds Trust’s total return last month was 0.75%. This was made up of a growth return of 0.75% and an income return of 0%. These returns were calculated as at 31 Mar 2009.

Wealthstar Personal Super Intech Australian Bonds Trust’s total return for the last three months was 0.15%. This was made up of a growth return of 0.15% and an income return of 0%%. These returns were calculated as at 31 Mar 2009.

Wealthstar Personal Super Intech Australian Bonds Trust’s one-year total return is 12.95%. This was made up of a growth return of 12.95% and an income return of 0%. These returns were calculated as at 31 Mar 2009.

Wealthstar Personal Super Intech Australian Bonds Trust’s one-year total return is 5.93%. This was made up of a growth return of 5.93% and an income return of 0%. These returns were calculated as at 31 Mar 2009.

The asset allocation of the Wealthstar Personal Super Intech Australian Bonds Trust managed fund is :

Cash
1.46%
Fixed Interest
98.54%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Wealthstar Personal Super Intech Australian Bonds Trust managed fund is Suncorp Portfolio Services Limited.

The Wealthstar Personal Super Intech Australian Bonds Trust managed fund belongs to the Bonds - Australia sector/asset class.

As at 31 Mar 2009, the size of the Wealthstar Personal Super Intech Australian Bonds Trust managed fund was $0.43 million.

The Wealthstar Personal Super Intech Australian Bonds Trust managed fund has an inception date of 11 Oct 2004.

The current entry price of the Wealthstar Personal Super Intech Australian Bonds Trust managed fund is $1.2214 per unit and the current exit price is $1.2207 per unit (as at 16 Apr 2009).

The current exit price of the Wealthstar Personal Super Intech Australian Bonds Trust managed fund is $1.2207 per unit and the current entry price is $1.2214 per unit (as at 16 Apr 2009).

The minimum initial investment amount for the Wealthstar Personal Super Intech Australian Bonds Trust managed fund is $0.

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.