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Morningstar Fund Report

Plum Superannuation -Pre-mixed Moderate

Retail

Fund Report | Report generated 11 Dec 2016 |

Performance

--

Growth of $10,000

Fund
Fund: Plum Superannuation -Pre-mixed Moderate
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Dec 2003
Responsible Entity PFS Nominees Pty Ltd
Fund Manager Plum Financial Sevices Limited
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
1,331.43
Minimum Investment $ 2,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2013

Domestic Equity 32.600
International Equity 25.700
Listed Property 4.200
Unlisted Property 0.000
Domestic Fixed Interest 18.600
International Fixed Interest 10.200
Cash 0.000
Other 8.700

Morningstar Sustainability Rating Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread --

Annual

ICR pa (--) --
Max Management Fee pa 0.60%
Max Admin Fee pa 0.00%
Performance Fee pa
(--)
--
Max Brokerage 1.1000