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About

Morningstar Fund Report

Asteron Superplan Global Fund

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Fund Report | Report generated 16 May 2021 |

Performance

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Growth of $10,000

Fund
Fund: Asteron Superplan Global Fund
Index
Index: Morningstar DM xAus Large-Mid NR Hdg NZD
Category
Category: Equity Region World - Hedged

Financial Year Total Returns

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Fund -- -- -- --
+/- Cat -- -- -- --
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Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
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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 Aug 1990
Responsible Entity Asteron Life New Zealand Ltd
Fund Manager Asteron Life New Zealand Ltd
Base Currency $NZ
Net Assets $Mil
(as at 31 Mar 2021)
24.41
Minimum Investment $ 2,000
Regular Savings Plan
(Yes/No)
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Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jan 2010

Domestic Equity 0.000
International Equity 93.400
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 6.600
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 31 Mar 2021

APIR Code --
Legal Type Superannuation Fund
Status Closed
Category Equity Region World - Hedged
Entry Price $ --
Exit Price $ 4.3544
Exit Price
1 Week Change $
0.0766

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 3.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 4.0005

Annual

MER pa (31 Mar 2018) 2.0700
Max Management Fee pa 1.14%
Max Admin Fee pa 0.00%
Max Brokerage 0.0000