Funds
Diversified Agressive Fund
Investment Objective
To achieve a return (before fees and tax) that exceeds CPI increases by at least 4.5% per annum over rolling six year periods and to limit the incidence of a negative annual return to one in any four-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 | 18 December 2006 |
|---|---|
| APIR code | AUX0009AU |
| Distribution frequency | Quarterly |
| Investment minimum | $100,000 |
| Minimum withdrawal | Nil |
| Volatility / risk | High |
| Estimated management cost | 1.00% |
| Fees and charges | Estimated performance fee: 0.10% |
| Regular Investment Plan | Not available through this product |
| Buy / sell spread | 0.55% |
| Products available through | Spectrum Super and Macqurie Wrap |
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 Diversified Aggressive Fund | 28/11/08 | -22.3 | -35.2 | n/a | n/a | n/a | n/a | -17.0 | |||
Underlying Sector Managers
Associated Files
United Sector Leaders PDS | 1336kb
