Funds
Capital High Growth Fund
Investment Objective
To achieve a return (before fees and tax) that exceeds CPI increases by at least 5% per annum over rolling seven year periods and to limit the incidence of a negative annual return to one in any three-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 | AUX0008AU |
| Distribution frequency | Quarterly |
| Investment minimum | $100,000 |
| Minimum withdrawal | No minimum |
| Volatility / risk | Very high |
| Estimated management cost | 1.03% |
| Fees and charges | Estimated performance fee: 0.14% |
| Regular Investment Plan | Not available in this product |
| Buy / sell spread | 0.60% |
| Products available through | The Portfolio Service, Spectrum Super, Macquarie Wrap and Austchoice Super. |
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 | |||||||||||
Underlying Sector Managers
Associated Files
United Sector Leaders PDS | 1336kb
Capital High Growth Fund profile | 112kb
