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Morningstar Balanced Real Return Fund

INT0029:AU
0.9418
AUD
0.0019
0.20%
As of 12/14/2017
Fund Type
Unit Trust
52Wk Range
0.9096 - 1.0007
1 Yr Return
7.63%
YTD Return
6.82%
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Previous Close
0.9437
52Wk Range
0.9096 - 1.0007
1 Yr Return
8.07%
YTD Return
6.82%
Fund Type
Unit Trust
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 12/14/2017)
0.94177
Total Assets (m AUD) (on 10/31/2017)
183.380
Inception Date
05/30/2001
Last Dividend (on 09/29/2017)
0.00306344
Dividend Indicated Gross Yield
1.30%
Fund Managers
-
Front Load Fee
-
Back Load Fee
-
Redemption Fee
-
12b-1 Fee
-
Current Mgmt Fee
0.00%
Expense Ratio
0.00%
Profile
Morningstar Balanced Real Return Fund is a unit trust incorporated in Australia. The investment objective aims to earn a rate of return that exceeds CPI increase by at least 2.5% p.a over rolling 5-year periods.
Address
Ibbotson Associates Australia Ltd
Level 36, Australia Square
264 George Street
Sydney NSW 2000
Australia
Phone
Tel: 61-2-9276-4550