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Saratoga Investment

Saratoga Investment

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General Information
Fund Name Saratoga Investment
Fund Status Closed
Manager Saratoga Investment Group Ltd
APIR Code SAR0001AU  
Sector/Asset Class Equity Australia Large Blend  
Morningstar Rating Not Rated More information...
Standard & Poor's Rating Not Rated More information...
Legal Structure Investment Fund  
Fund Inception 17th Sep 2007
Fund Size $0.81 million (as at 30th Nov 2010) 
Entry Price $0.5337 (as at 19th Nov 2010) 
Exit Price $0.5337 (as at 19th Nov 2010) 
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Fund Performance (as at 30th Jun 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 -6.26 -18.07 -17.77 17.85 -24.32 - - -
Growth Return -6.26 -18.07 -17.77 17.85 -24.32 - - -
Income Return 0.00 0.00 0.00 0.00 0.00 - - -
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 More information...
Domestic Shares 0%
International Shares 0%
Cash 0%
Listed Property 0%
Direct Property 0%
Domestic Fixed Interest 0%
International Fixed Interest 0%
Mortgage 0%
Other 0%
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Objectives and Strategy
Fund Objective The Fund aims to deliver positive returns independent of the direction of the broader market trend. Saratoga seeks to derive profits while incorporating thorough money management and risk controls. The fund aims to outperform the S&P ASX/200 with suggested investment timeframe of 5 years.
Fund Strategy Saratoga?s core investment philosophy for the Saratoga Investment Fund is to trade equity, derivative products, including futures, futures options, spot and margin foreign exchange. Saratoga employs in its investment strategy strict money management and risk controls.

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Offer Information
Entry Fee via InvestSMART 0%
Minimum Initial Investment $5,000
Minimum Additional Investments $5,000
Minimum Redemption Amount $0

Top 10 Holdings (as at 31st Oct 2010)
Holding Type % of Portfolio
ANZ Banking Group Ltd Stock 26.39
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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


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