www.investsmart.com.au
Search
Saratoga Investment Fund

Saratoga Investment 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 Saratoga Investment Fund
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 $1.37 million (as at 30th Apr 2010) 
Entry Price $0.527 (as at 30th Apr 2010) 
Exit Price $0.527 (as at 30th Apr 2010) 
Related Links
Request a PDS for this managed fund  Request the Prospectus/PDS via post

  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...


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.		 7 Year
% p.a.
Total Return -3.83 5.19 6.9 58.26 -21.95 - - -
Growth Return -3.83 5.19 6.90 58.26 -23.77 - - -
Income Return 0.00 0.00 0.00 0.00 1.82 - - -
Morningstar Index
(Morningstar Peer Group Retail Invesment Trust Equity AustraliaLarge Blend Index) More information...
Total Return 4.42 -6.18 -0.66 8.60 -0.42 -6.05 4.12 8.95
Market Index
(S&P/ASX 200 Accumulation Index)
Total Return 4.47 -5.87 0.29 10.14 -0.55 -5.84 4.90 9.94


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%
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 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.


Offer Information
Management Expense Ratio (MER) n/a
Entry Fee via InvestSMART 0%
Exit Fee via InvestSMART 0%
Minimum Initial Investment $5,000
Minimum Additional Investments $5,000
Minimum Redemption Amount $0
Savings Plan Comments No savings plan currently available
Redemption Comments Redemptions are paid quarterly

Top 10 Holdings (as at 30th Apr 2010)
Holding Type % of Portfolio
Rio Tinto Limited Stock 12.80
Login now to view the complete list of holdings.

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 New Home Loans

An educational booklet which provides an overview of the home loan market for all types of purchasers.

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