Search
5Di MIS Australian Share A

5Di MIS Australian Share A

   Print

Welcome to InvestSMART

You are currently viewing our site as a guest, which gives you limited access to our site features. By signing up for a free membership, you will receive our Investment Opportunity newsletters and have access to additional features for finding and comparing managed funds and shares. Registration is fast and simple, so please:

Sign Up Today » it's FREE!

Already a member? Login now!

General Information
Fund Name 5Di MIS Australian Share A
Fund Status Closed
Manager Synergy Capital Management Limited
APIR Code SGY0030AU  
Sector/Asset Class Equity Australia Large Blend  
Morningstar Rating  (as at 31st Mar 2010) More information...
Standard & Poor's Rating Not Rated More information...
Legal Structure Investment Fund  
Fund Inception 2nd Sep 2002
Fund Size $36.05 million (as at 30th Apr 2010) 
Entry Price $0.71086 (as at 7th May 2010) 
Exit Price $0.71086 (as at 7th May 2010) 
Related Links
  Email this profile to a friend

Search for managed funds, superannuation funds and retirement funds  Find another fund


Fund Performance (as at 30th Apr 2010) More information... NOTE : returns for periods greater than 1 year are annualised
  1 Month
%		 3 Month
%		 6 Month
%		 1 Year
% p.a.		 2 Year
% p.a.		 3 Year
% p.a.		 5 Year
% p.a.		 10 Year
% p.a.
Total Return -1.29 6.08 5.13 32.3 -4.25 -5.05 7.27 -
Growth Return -1.29 6.08 2.81 21.57 -15.43 -19.21 -10.39 -
Income Return 0.00 0.00 2.32 10.73 11.18 14.16 17.66 -
Morningstar Index
(Mstar PG ITr Equity Aus Large Bld Idx) More information...
Total Return -1.48 1.82 -9.99 -11.08 -5.81 6.57 -2.64 5.37
Market Index
(S&P/ASX 200 TR)
Total Return 5.08 0.06 -1.20 -6.17 0.88 11.21 -1.70 6.55


Asset Allocation (as at 31st Mar 2010) More information...
Domestic Shares 96%
International Shares 0%
Cash 4%
Listed Property 0%
Direct Property 0%
Domestic Fixed Interest 0%
International Fixed Interest 0%
Mortgage 0%
Other 0%
Be rewarded for investing!

We all know that fees reduce the returns on our investments.

InvestSMART can help you easily reduce the fees you pay on your managed investments, superannuation and allocated pensions.

TrailCap™ has been designed to simply save you money on your managed investments. As with all managed fund investments via InvestSMART you pay NO entry fees, plus you also receive a cash payment from InvestSMART for 50% of any trailing commissions we receive from participating fund managers on your investments above $300 pa!*

Dont delay, find out more about TrailCap™ now!


Objectives and Strategy
Fund Objective To maximise long term capital growth from a portfolio containing a blend of specialist Australian Share fund managers with complementary styles.
Fund Strategy When constructing optimal blends 5Di does not try to select the investment style most likely to outperform in the short term, maintenance exposure to a blend of investment styles.

Advertisement


Offer Information
Entry Fee via InvestSMART 0%
Minimum Initial Investment $0

MorningstarThe data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund


Search for Managed Funds, Superannuation Funds and Retirement Funds Find a Managed Fund Reduce your fees and save money on your Managed Funds with our 100% Entry Fee Rebate 100% Entry Fee Rebate

Login
Email
Password
     Log me in automatically in future
Forgotten password? | Secure Login | Terms & Conditions
Free Membership

Membership benefits...

  • 100% entry fee rebates
  • Cash back on your managed fund investments with our innovative TrailCap™ program
  • Independent research on...
    • over 1,000 managed funds
    • over 300 ASX-listed Companies
    • top performing suburbs/postcodes
  • Access to IPOs/floats & other investment offers
  • Superior investment tools...
    • Portfolio manager
    • Watchlists
    • Alerts
  • Regular investment e-newsletter

Advertisement

Portfolio / Watchlist

Start a new portfolio / view your existing portfolio.
Track all your assets and manage your investments easily.
Trade Shares Online from $19.95^

eNewsletter

Keep up to date with new investments and important news - subscribe to our FREE weekly eNewsletters. Sign up now!
Free Guides

The Essential Guide to Leveraged Trading using CFDs

An educational booklet that outlines the different types of Contracts for Difference (CFDs) available in Australia.

More details...

News

Ask Noel

Sydney Morning Herald 1/02/2012 | My husband turned 65 this month. He is still working in the building industry and will work for as long as he can but his job could end at any time. We have two investment properties, both with interest-only loans. Unfortunately, due to the downturn we are unable to sell them. On my estimation, our loans would only just be covered if we did manage to sell, or we might have to take a loss. If my husband had to retire, are the properties counted as assets if he applies for a pension and are the ...

ETF opens the way

Sydney Morning Herald 25/01/2012 | The strategy To invest in fixed interest via an ETF.

Tinkering with a spy's tailoring

The Age 19/01/2012 | The devil is in the detail and the suit  when designing costumes for spies. By Philippa Hawker.

Austere vision of Cold War betrayal

The Age 19/01/2012 | FILM TINKER TAILOR SOLDIER SPY (MA)  Selected release (128 minutes)

Market woes chip at superannuation nest eggs

The Age 19/01/2012 | THE average Australian superannuation fund lost money in 2011 due to the sharemarket's poor performance, with analysts expecting a 2 per cent decrease in median "balanced" funds.

Find a balance to get ahead

Sydney Morning Herald 18/01/2012 | With the new year comes an opportunity to assess your finances and make improvements.

More...

Sponsored Links

More from our network...


Real Estate

Dangers lurk in high rises
New rules to protect kids in high-rises

Business

rainbow-strip-BDiPhone
Get BusinessDay on your iPhone!

TheVine

Forgetting Sarah Marshall
Top ten movie break up scenes

Holidays

RAH propID:2007
Business travel? Find executive accommodation

Dating

Laughing couple with girl giving boy piggyback
Australia's Favourite Dating Site