Funds
Australian Equity Fund
Investment Objective
To achieve a return (before fees and tax) that exceeds the notional return of a benchmark portfolio of suitable market indices over periods of three years or greater;To achieve a return (over the medium to longer term) which is competitive with comparable funds that have similar risk characteristics.
Investment Strategy
The Fund invests in Australian shares using a multi-manager approach.
Fund Features
| Inception date | 10 April 2002 |
|---|---|
| APIR code | UFM0043AU |
| APIR code | UFM0052AU |
| Distribution frequency | Quarterly |
| Investment minimum | $5,000 |
| Minimum withdrawal | No minimum |
| Volatility / risk | High |
| Estimated management cost | 2.82% (Entry fee option) 3.31% (Nil entry fee option) |
| Regular Investment Plan | Minimum intial investment: $1,000 Frequency : Monthly Minimum regular investment: $100 per month |
| Buy / sell spread | 0.50% |
Performance
UNITED INVESTMENT FUNDS | As at | 3 mths % p.a. | 1 yr % p.a. | 2 yrs % p.a. | 3 yrs % p.a. | 4 yrs % p.a. | 5 yrs % p.a. | S.I. % p.a. | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Australian Equity Funds | |||||||||||
| United Australian Equity Fund (Entry Fee) | 31/05/10 | -3.2 | 16.8 | n/a | -11.1 | -3.0 | 2.3 | 4.9 | |||
| United Australian Equity Fund (Nil Entry) | 31/05/10 | -3.2 | 16.2 | n/a | -12.1 | -3.9 | 1.4 | 4.0 | |||
Underlying Sector Managers
| Manager |
| Australian Equities |
| Integrity - Australian Equities |
| Alleron - Australian Shares |
| SG Hiscock - Australian Shares |
| Solaris - Australian Equity |
Associated Files
United Investments Funds PDS | 694kb
In April 2009, IOOF Holding Limited merged with Australian Wealth Management Limited creating a fully integrated financial services company with offices in every state. Therefore all references to Australian Wealth Management Limited throughout the United Funds Management Product Disclosure Statements should be replaced with IOOF Holdings Limited.
