Investment Funds

Summary: 

Find information regarding Suncorp Investment Funds below.

Investors Please Note Please be advised that recent periodic statements issued for some Funds were incorrect, understating the Funds’ performance. The total distributions for each of these Funds remains correct. Amended statements will be reissued. The correct Fund performance is also available here on our website. Should you have any queries please don’t hesitate to contact Investor Services team on 1800 067 732.

Investment Options Investment Objective Quarterly Investment Report
Conservative Fund The Fund aims to provide a quarterly income stream and the potential for capital growth over the medium term, with total returns (before fees) above the Fund’s Performance Index* over rolling three-year periods. Please download the attached PDF for more information on the Fund
Download PDF (249k)
Balanced Fund The Fund aims to provide a modest level of capital growth and income over the medium to long term, with total returns (before fees) above the Fund’s Performance Index* over rolling five-year periods Please download the attached PDF for more information on the Fund
Download PDF (402k)
Growth Fund The Fund aims to provide strong capital growth and a modest income over the long term, with total returns (before fees) above the Fund’s Performance Index* over rolling five-year periods. Please download the attached PDF for more information on the Fund
Download PDF (416k)
Imputation Fund The Fund aims to provide a tax-effective income stream that exceeds the dividend yield of the S&P/ASX 200 Accumulation Index (grossed up for franking credits) by 2% p.a. over rolling five-year periods plus the potential for capital growth over the long term. Please download the attached PDF for more information on the Fund
Download PDF (228k)
Australian Shares Fund The Fund aims to outperform the S&P/ASX 200 Accumulation Index by 3.0% p.a. over a rolling three-year period (before fees). Please download the attached PDF for more information on the Fund
Download PDF (188k)
* The Fund’s Performance Index is a composite index constructed using the applicable asset class index, weighted according to the Fund’s benchmark asset allocation set out above.

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