Funds
Australian Equities 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 equities using a multi-manager approach.
Fund Features
| Inception date | 31 January 1993 |
|---|---|
| APIR code | SMF0101AU |
| Distribution frequency | Quarterly |
| Investment minimum | $100,000 |
| Minimum withdrawal | No minimum |
| Volatility / risk | Very high |
| Estimated management cost | 0.92% |
| Fees and charges | Estimated performance fee: 0.26% |
| Regular Investment Plan | Not available through this product |
| Buy / sell spread | 0.50% |
| 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 Australian Equities Fund | 28/11/08 | -29.6 | -42.3 | -15.3 | -3.5 | 2.5 | 7.6 | 9.9 | |||
Underlying Sector Managers
| Manager |
| Australian Equities |
| Alleron - Australian Shares |
| Barclays - Australian Alpha Tilts Plus |
| Mellon - Australian Equity Long/Short |
| MIR - Investment Value |
| SG Hiscock - Australian Shares |
Associated Files
United Sector Leaders PDS | 1336kb
Australian Equities Fund profile | 105kb
