www.investsmart.com.au
Search
Ironbark Karara Australian Small Companies Fund

Ironbark Karara Australian Small Companies Fund

   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 Ironbark Karara Australian Small Companies Fund
Manager Patriot Asset Management Ltd
APIR Code PAT0002AU  
Sector/Asset Class Equity Australia Mid/Small Blend  
Morningstar Rating More information...
Standard & Poor's Rating More information...
Legal Structure Investment Fund  
Fund Inception 30th Jun 2005
Fund Size $37.87 million (as at 30th Jul 2010) 
Entry Price $2.1051 (as at 1st Sep 2010) 
Exit Price $2.0946 (as at 1st Sep 2010) 
Related Links
Download the PDS for this managed fund  Download the Prospectus/PDS

Request a PDS for this managed fund  Request the Prospectus/PDS via post

Gearing Available  Margin Lending Available (70%)

  Email this profile to a friend

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


People requesting a PDS for this fund also requested...

Save a tree - click here to download the prospectus/pds
Find out more...  InvestSMART & Planet Ark


Fund Performance (as at 31st Aug 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 0.68 2.75 3.77 13.19 9.58 1.36 15.85 -
Growth Return 0.68 0.50 1.51 9.94 6.38 -0.88 13.43 -
Income Return 0.00 2.25 2.26 3.25 3.20 2.24 2.42 -
Morningstar Index
(Morningstar Peer Group Retail Invesment Trust Equity Australia Mid/Small Blend Index) More information...
Total Return 3.89 -7.08 0.84 19.51 2.35 -8.55 5.98 12.94
Market Index
(S&P/ASX Small Ordinaries Accumulation Index)
Total Return 5.21 -7.00 -1.09 7.30 -5.98 -12.43 3.02 8.96


Asset Allocation (as at 30th Jun 2010) More information...
Domestic Shares 98.4%
International Shares 0%
Cash 1.6%
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 The investment objective of the Ironbark Karara Australian Small Companies Fund is to outperform the benchmark, the S&P/ASX Small Ordinaries Accumulation Index, before fees over rolling 4-year periods.
Fund Strategy The Fund will primarily invest in securities of companies not included in the S&P/ASX 100 Index, however up to 15% of the Fund may be invested in securities included in the S&P/ASX MidCap 50 Index. The Fund may invest in securities of unlisted companies but usually only where the companies are expected to list within six months of the date of purchase. The Fund will invest in 25-55 companies and c?ash is limited to 15% of the Fund?s net assets.


Offer Information
Management Expense Ratio (MER) 1.13% (as at 30th Jun 2006)
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 $1,000
Minimum Redemption Amount $1,000
Savings Plan Comments No savings plan currently 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.
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 Debt Relief

An educational booklet to help you take control of your debts and look to get back on track.

More details...

Featured Promotions


News

QBE board looks to ranks of 'high quality management'

Sydney Morning Herald 2/09/2010 | THE global insurer QBE has given the strongest indication yet that its next chief executive will come from within its own ranks. But its long-serving boss, Frank O'Halloran, is not planning on going anywhere for now.

Boatbuilders sink after yacht case

Sydney Morning Herald 2/09/2010 | THE renowned NSW builders of luxury racing yachts, Peter and Sari Ullrich, say they have been financially devastated after the multimillionaire entrepreneur, Sean Howard, liquidated one of his companies that owed the couple about $470,000.

Liquidation sinks yacht builders' finances

The Age 2/09/2010 | THE renowned NSW builders of luxury racing yachts, Peter and Sari Ullrich, say they have been financially devastated after multimillionaire entrepreneur Sean Howard liquidated one of his companies that owed the couple about $470,000.

Aged-care centre gets 'wow' factor

The Age 1/09/2010 | A new Malvern centre puts modern seniors close to the action, writes Philip Hopkins.

QBE may look outside for chief's successor

The Age 31/08/2010 | TALK of looming retirement for QBE Insurance's Frank O'Halloran has resurfaced, raising questions about whether it may be considering looking outside its ranks to replace its long-serving chief executive.

Care home man's insolvency fears

Sydney Morning Herald 30/08/2010 | A SENIOR executive at the 2800-bed nursing home group Japara Holdings feared the company

More...

Advertisement

Jobs

How to Deal with Workplace Bullies
How to Deal with Workplace Bullies

Video

Winnings172
Plugging into a winning formula

TheVine

Rose
Rose Byrne in X-Men

Managed Funds

InvestSMART rich net worth
How much are you worth?

Holidays

Pet dog on a holiday with Stayz
Find a holiday for you and your best mate