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Aberdeen Capital Growth Fund

Aberdeen Capital Growth Fund

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General Information
Fund Name Aberdeen Capital Growth Fund (Wholesale) More information...
Manager Aberdeen Asset Management Limited
APIR Code CRS0002AU  
Sector/Asset Class Multisector Growth  
Morningstar Rating More information...
Standard & Poor's Rating Not Rated More information...
Legal Structure Investment Fund  
Fund Inception 7th Jun 1994
Fund Size $208.08 million (as at 31st Jan 2010) 
Entry Price $1.4899 (as at 10th Mar 2010) 
Exit Price $1.4825 (as at 10th Mar 2010) 
Related Links
Gearing Available  Margin Lending Available (70%)

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Fund Performance (as at 28th Feb 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.		 7 Year
% p.a.
Total Return 1.12 1.97 5.06 25.69 -1.27 -2.28 4.3 7.23
Growth Return 1.12 -0.39 2.63 18.77 - -6.78 0.09 2.75
Income Return 0.00 2.36 2.43 6.92 - 4.50 4.21 4.48
Morningstar Index
(Morningstar Peer Group Wholesale Investment Trust Multisector - Growth Index) More information...
Total Return 1.09 0.88 3.83 25.26 - -3.86 3.49 7.12
Market Index
(Multisector Growth Market Index)
Total Return 1.20 0.69 66.18 74.10 - -3.86 3.70 7.09


Asset Allocation (as at 31st Jan 2010) More information...
Domestic Shares 43.9%
International Shares 25%
Cash 4.3%
Listed Property 5.4%
Direct Property 0%
Domestic Fixed Interest 17.3%
International Fixed Interest 3.8%
Mortgage 0%
Other 0.3%
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Offer Information
Management Expense Ratio (MER) 0.72% (as at 30th Jun 2007)
Standard Entry Fee 0%
Entry Fee via InvestSMART 0%
Standard Exit Fee 0%
Exit Fee via InvestSMART 0%
Minimum Initial Investment $20,000
Minimum Additional Investments $10,000
Minimum Redemption Amount $10,000
Savings Plan Comments No Savings Plan available

Managed Fund data is supplied by Morningstar Research and Standard & Poor's Information Services and is subject to the following disclaimer. Managed fund unit prices are indicative only.
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