Funds
Fixed Interest 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 and international fixed interest securities using a multi-manager approach.
Fund Features
| Inception date | 31 January 1993 |
|---|---|
| APIR code | SMF0105AU |
| Distribution frequency | Quarterly |
| Investment minimum | $100,000 |
| Minimum withdrawal | No minimum |
| Volatility / risk | Low |
| Estimated management cost | 0.62% |
| Fees and charges | Estimated performance fee: 0.03% |
| Regular Investment Plan | Not available in this product |
| Buy / sell spread | 0.02% |
| Products available through | 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 Fixed Interest Fund | 28/11/08 | 1.2 | 5.8 | 5.0 | 5.2 | 5.4 | 6.1 | 7.7 | |||
Underlying Sector Managers
| Manager |
| Fixed Interest |
| Newton - Global Bond |
| PIMCO - Composite Portfolio |
| State Street - Enhanced Fixed Income |
| High Yield |
| United - High Yield |
Associated Files
United Sector Leaders PDS | 1336kb
Fixed Interest Fund profile | 106kb
