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IOOF WIS Aberdeen Australian Fixed Income

IOOF WIS Aberdeen Australian Fixed Income

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General Information
Fund Name IOOF WIS Aberdeen Australian Fixed Income (Wholesale) More information...
Manager Australian Skandia Limited
APIR Code ASK0055AU  
Sector/Asset Class Bonds - Australia  
Morningstar Rating More information...
Morningstar Recommendation Login now to view this recommendation. More information...
Standard & Poor's Rating Not Rated More information...
Legal Structure Investment Fund  
Fund Inception 18th Sep 2001
Fund Size $2.92 million (as at 28th Feb 2010) 
Entry Price $98.0834 (as at 26th Feb 2010) 
Exit Price $97.8385 (as at 26th Feb 2010) 
Related Links
Gearing Available  Margin Lending Available (75%)

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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 0.81 2.49 5.62 8.71 10.51 6.65 6.06 5.58
Growth Return 0.81 1.70 2.90 0.85 - 0.42 -0.08 -0.65
Income Return 0.00 0.79 2.72 7.86 - 6.23 6.14 6.23
Morningstar Index
(Morningstar Peer Group Wholesale Investment Trust Australian Bonds Index) More information...
Total Return 0.52 1.94 4.69 5.95 - 5.96 - -
Market Index
(UBS Composite 0 + Years)
Total Return 0.47 1.43 -14.29 5.24 - 6.61 6.14 5.57


Asset Allocation (as at 31st Jan 2010) More information...
Domestic Shares 0%
International Shares 0%
Cash 18.51%
Listed Property 0%
Direct Property 0%
Domestic Fixed Interest 81.49%
International Fixed Interest 0%
Mortgage 0%
Other 0%
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Objectives and Strategy
Fund Objective To invest in Australian fixed interest for income and some capital growth potential over the medium-to-long-term. Credit Suisse aims to outperform the benchmark index (before fees and tax).
Fund Strategy Strategy: To continuously add value by concentrating on areas such as: monitoring the impact of world factors on Australia, forecasting the Australian economy, managing interest rate risk and determining relative value between sectors and securities.


Offer Information
Management Expense Ratio (MER) 0.68% (as at 30th Jun 2005)
Standard Entry Fee 0%
Entry Fee via InvestSMART 0%
Standard Exit Fee 0%
Exit Fee via InvestSMART 0%
Minimum Initial Investment $100,000
Minimum Additional Investments $10,000
Minimum Redemption Amount $10,000
Savings Plan Comments 'Min intial investment of $100000 with regular investments of min $1000 to be made monthly quarterly half yearly or annually.'
Redemption Comments 5 days maximum from the time Australian Skandia receives all documentation

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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