Funds
Capital Balanced Fund
Investment Objective
To achieve a return (before fees and tax) that exceeds CPI increases by at least 3% per annum over rolling four year periods and to limit the incidence of a negative annual return to one in any seven-year period.
To achieve a return (over the medium to longer term) which is competitive with comparable funds that have a similar allocation to growth assets and similar risk characteristics.
Investment Strategy
The Fund invests in a mix of investments using a multi-manager investment approach.
Fund Features
| Inception date | 12 April 2002 |
|---|---|
| APIR code | UFM0051AU |
| Distribution frequency | Quarterly |
| Investment minimum | $100,000 |
| Minimum withdrawal | No minimum |
| Volatility / risk | Moderate |
| Estimated management cost | 0.80% |
| Fees and charges | Estimated performance fee: 0.24% |
| Regular Investment Plan | Not available in this product |
| Buy / sell spread | 0.45% |
| Products available through | The Portfolio Service, BT Wrap, Spectrum Super, Macqurie Wrap, Austchoice Super and First Quest |
Performance
UNITED SECTOR LEADERS WHOLESALE 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. | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| None | |||||||||||
| United Sector Leaders Capital Balanced Fund | 28/11/08 | -13.5 | -21.7 | -7.6 | -0.6 | 3.1 | 6.0 | 4.8 | |||
Underlying Sector Managers
Associated Files
United Sector Leaders PDS | 1336kb
Capital Balanced Fund profile | 111kb
