Funds
Capital Secure Fund
Investment Objective
To earn a positive rate of return, after tax, fees and expenses, over a rolling one-year period.
Investment Strategy
The Fund is an actively managed portfolio which invests primarily in a diversified portfolio of yield focussed investment grade and non-investment grade securities. These include, but are not limited to: cash, fixed interest, high yield, mortgages, asset-backed securities; property trusts, infrastructure trusts, high yield equities, credit linked securities, structured yield transactions and interest rate derivatives.
Fund Features
| Inception date | 18 December 2006 |
|---|---|
| APIR code | AUX0007AU |
| Distribution frequency | Quarterly |
| Investment minimum | $100,000 |
| Minimum withdrawal | No minimum |
| Volatility / risk | Medium |
| Estimated management cost | 1.10% pa |
| Fees and charges |
|
| Regular Investment Plan | Not available in this product |
| Buy / sell spread | 0.25% |
| Products available through | Spectrum Super, Macqurie Wrap and Austchoice Super |
Performance
UNITED CAPITAL SECURE WHOLESALE FUND | 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 Capital Secure Fund | 28/11/08 | -3.0 | -2.1 | n/a | n/a | n/a | n/a | 2.0 | |||
Associated Files
United Capital Secure Fund PDS | 278kb
Capital Secure Fund profile | 105kb
