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Fund Performance Comparison

This fund is benchmarked against the {{ }} index.

This fund's fees are: {{ mer | percentage:2 }}

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers and {{ }}

Fee comparison

NOTE: Over the long term, higher fees lead to lower returns

{{ }} Average
Benchmark* Peers Fees InvestSMART's Fees
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* A benchmark is an arbitary calculation that does not have any fees. Hence why in the long term the majority of fund managers underperform their benchmark by the cost of their fees. InvestSMART provides low cost funds that track their benchmark.

Fund performance (30 Apr 2010)

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 0.23 9.08 13.04 33.23 -15.61 -12.07 0.24 -
Growth return 0.23 9.08 12.08 30.8 -22.36 -22.42 -9.96 -
Income return 0 0 0.96 2.43 6.75 10.35 10.2 -

Market index (MSCI World Ex Australia NR AUD)

Total return 0.37 2.58 2.17 9.8 11.55 8.13 14.9 7.92

Asset Allocation (30 Apr 2010)

Australian Equities 0%
International Equities 96%
Cash 4%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

General Information

5Di MIS Wholesale International Share (Wholesale)
Synergy Capital Management Limited
Equity World Large Blend
starstar (as at 31 Mar 2010)
Investment Fund
27 Nov 2002
$0.49 million (as at 30 Apr 2010)
$0.54137 (as at 7 May 2010)
$0.54137 (as at 7 May 2010)

Objectives and Strategy

The Fund's objective for this investment portfolio is to maximise long-term capital growth from a portfolio containing a blend of specialist International Share fund managers with complementary styles.
The Fund is a 'manage the manager' style of investment that will be fully invested in a blend of selected international share funds. Within each Portfolio, SCML will invest in underlying funds. These underlying funds may be funds that invest directly into the market, or specialist MTM funds that invest into other funds that then invest directly into the market. SCML may use either one of, or a combination of these underlying funds within each Portfolio.

Offer information

Minimum initial investment $50,000

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
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