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Morningstar Conservative Real Return Fund

IBBCGTA:AU
0.9940
AUD
0.0004
0.04%
As of 10/17/2017
Fund Type
Unit Trust
52Wk Range
0.9825 - 1.0346
1 Yr Return
4.88%
YTD Return
3.64%
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Previous Close
0.9936
52Wk Range
0.9825 - 1.0346
1 Yr Return
4.86%
YTD Return
3.64%
Fund Type
Unit Trust
Objective
Conservative Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 10/17/2017)
0.994
Total Assets (m AUD) (on 09/29/2017)
93.932
Inception Date
07/07/2000
Last Dividend (on 09/29/2017)
0.00340816
Dividend Indicated Gross Yield
1.37%
Fund Managers
-
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
0.57%
Expense Ratio
0.60%
Profile
Morningstar Conservative Real Return Fund is a unit trust incorporated in Australia. The Fund's investment objective aims to earn a rate of return that exceeds CPI increases by at least 1% pa over rolling 3-year periods. The Fund invests predominantly in income assets.
Address
Ibbotson Associates Australia Ltd
Level 36, Australia Square
264 George Street
Sydney NSW 2000
Australia
Phone
Tel: 61-2-9276-4550