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About

Morningstar Fund Report

Plum Superannuation -Pre-mixed Assertive

Retail

Fund Report | Report generated 29 May 2022 |

Performance

31 Mar 2022

Growth of $10,000

Fund
Fund: Plum Superannuation -Pre-mixed Assertive
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

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

Trailing Total Returns

as at 31 Mar 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.02 0.18 -0.43 --
3 Month -0.92 1.58 2.39 --
1 Year 10.75 1.50 0.47 --
3 Year 9.29 -0.31 -0.96 --
5 Year 8.63 -0.03 -1.09 --

Risk Analysis

as at 31 Mar 2022
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 May 2021)
1,079.00
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2013

Domestic Equity 36.300
International Equity 37.000
Listed Property 3.100
Unlisted Property 0.000
Domestic Fixed Interest 8.800
International Fixed Interest 5.500
Cash 0.000
Other 9.300

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

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

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at --

Total Cost Ratio (Prospective) --
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --