UOB GrowthPath Port-GrowthPath 2040

PSPL Risk Classification: Medium to High

GrowthPath 2040 is designed to produce long-term capital appreciation for investors planning to begin to withdraw substantial portions of their investment approximately in the year 2040.
Fund Information
  • Asset Class:Balanced
  • Sector:Target Maturity
  • Geography:Global
  • Benchmark index:Data Not Available
  • Launch Date:18 Oct 2002
  • Launch Price:1
  • Fund Currency:SGD
  • Fund Source: CASH,SRS-IA
  • CPF Risk Classification:-
  • Price Made Known On:T+2
  • Price Type:Net Asset Value
  • Dealing Cut Off Time:3:00PM Spore Time
Information
Cash CPFOA-IA CPFSA-IA SRS-IA
Minimum Investment AmountSGD 1000--SGD 1000
Minimum Subsequent InvestmentSGD 100--SGD 100
Minimum Redemption Amount ($)/units0 Unit(s)--0 Unit(s)
Relevant Charges
Cash CPFOA-IA CPFSA-IA SRS-IA
POEMS Sales Charge0%--0%
Internal Switch-in Charge/Min Switch-in Charge0.00 % / $ 0.00--0.00 % / $ 0.00
External Switch-in ChargeNA--NA
Redemption/Realisation ChargeNA--NA
Annual Management Fee0.95%--0.95%
Annual Trustee Fee0.04%--0.04%
Expense Ratio2.14%--2.14%
Fund Manager Sales ChargeNA--NA
Admin FeeNA--NA
Information
Period Performance (%) Volatility (%) Ratio
1 Year -4.38 9.72 -0.45
2 Years NA 13.19 NA
3 Years 11.66 17.67 0.66
5 Years 19.13 27.65 0.69
10 Years 59.66 32.62 1.83

The performance figures are calculated using NAV to NAV prices (before sales charge, if any) and does not take into account dividends, if any.

Information
Morningstar Ratings
Overall
3 Years
5 Years
10 Years