Advance ADF - Growth Fund - Managed Fund
General Information
| Advance ADF - Growth Fund | |
| Closed | |
| Advance Asset Management Limited | |
| ADV0602AU | |
| Multisector Growth | |
| Not Rated | |
| Superannuation Fund | |
| 15 May 1987 | |
| $15.18 million (as at 28 Feb 2001) | |
| n/a | |
| $1.5881 (as at 28 Feb 2001) |
Fund performance (28 Feb 2001)
| 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 | -1.09 | -0.03 | 0.91 | 9.68 | 6.91 | 5.65 | 8.76 | 9.27 |
| Growth return | -1.09 | -0.03 | 0.91 | 9.68 | 6.91 | 5.65 | 8.76 | 9.27 |
| Income return | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
|
Market index (Morningstar Aus Msec Growth TR AUD) |
||||||||
| Total return | -1.07 | -1.25 | 3.67 | 5.8 | 8.71 | 4.8 | 9.43 | 6.25 |
Fund Performance Comparison
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|---|---|---|---|---|
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Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers and {{ fund.benchmark.name }}
Asset Allocation (28 Feb 2001)
| Australian Equities | 39% |
| International Equities | 23% |
| Cash | 2% |
| Property | 10% |
| Fixed Interest | 26% |
| Alternatives | 0% |
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Asset Allocation
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Objectives and Strategy
| A flexible portfolio approved deposit fund designed to provide long-term capital growth with low volatility. | |
| Invests in a range of investments such as cash, fixed interest securities, listed company shares units in trusts, and property (through property trusts). The Fund is also authorised to invest in options, futures, and overseas listed shares, although options and futures are only allowed for hedging and the Manager doesn't intend to invest in overseas listed shares to a great extent. |
Offer information
| Minimum initial investment |
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