Advance Aggressive Equity Fund - Managed Fund (Closed)

Fund Objective

Maximising returns which in the short term may arise from short term holdings. It should be recognised that the pursuit of higher returns involves an increased risk.

Fund Strategy

Invest principally in shares and convertible notes with the use of futures and options within defined limits.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	9.89%	1.3%	18.39%	36.15%	-%	-%	-%	-%
Growth return	9.89%	1.3%	18.39%	36.15%	-%	-%	-%	-%
Income return	0%	0%	0%	0%	-%	-%	-%	-%
Market index (S&P/ASX 200 TR AUD)
Total return	0.39%	2.7%	11.09%	12.46%	18.51%	13.08%	12.64%	9.68%

As at 31 Dec 1988. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details

Type	Description
Fund Name	Advance Aggressive Equity Fund
Fund Status	Closed
Responsible Entity	Advance Asset Management Limited
APIR Code
Sector/Asset Class	Equity Australia Other
Morningstar Rating	Not Rated
Legal Structure	Superannuation Fund
Fund Inception	29 May 1987
Fund Size	$0.1 million (as at 27 Dec 1988)
Entry Price	n/a
Exit Price	$0.2723 (as at 29 Dec 1988)
Fund Status	Finalised

Offer information

Type	Description

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FAQs about the Advance Aggressive Equity Fund

What is the objective of the Advance Aggressive Equity Fund managed fund?

The objective of the Advance Aggressive Equity Fund managed fund is Maximising returns which in the short term may arise from short term holdings. It should be recognised that the pursuit of higher returns involves an increased risk.

What is the strategy for the Advance Aggressive Equity Fund managed fund?

The strategy of the Advance Aggressive Equity Fund managed fund is Invest principally in shares and convertible notes with the use of futures and options within defined limits.

What is the APIR code of the Advance Aggressive Equity Fund managed fund?

The APIR code of the Advance Aggressive Equity Fund managed fund is .

What was Advance Aggressive Equity Fund’s total return last month?

Advance Aggressive Equity Fund’s total return last month was 9.89%. This was made up of a growth return of 9.89% and an income return of 0%. These returns were calculated as at 31 Dec 1988.

What was Advance Aggressive Equity Fund’s total return for the last three months?

Advance Aggressive Equity Fund’s total return for the last three months was 1.3%. This was made up of a growth return of 1.3% and an income return of 0%%. These returns were calculated as at 31 Dec 1988.

What is Advance Aggressive Equity Fund’s one-year total return?

Advance Aggressive Equity Fund’s one-year total return is 36.15%. This was made up of a growth return of 36.15% and an income return of 0%. These returns were calculated as at 31 Dec 1988.

What is Advance Aggressive Equity Fund’s three-year total return?

Advance Aggressive Equity Fund’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 1988.

What is the asset allocation of the Advance Aggressive Equity Fund managed fund?

The asset allocation of the Advance Aggressive Equity Fund managed fund is :

Australian Equities: 100%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Advance Aggressive Equity Fund managed fund?

The Responsible Entity for the Advance Aggressive Equity Fund managed fund is Advance Asset Management Limited.

What sector/asset class does the Advance Aggressive Equity Fund managed fund belong to?

The Advance Aggressive Equity Fund managed fund belongs to the Equity Australia Other sector/asset class.

What is the size of the Advance Aggressive Equity Fund managed fund?

As at 27 Dec 1988, the size of the Advance Aggressive Equity Fund managed fund was $0.1 million.

What is the inception date of the Advance Aggressive Equity Fund managed fund?

The Advance Aggressive Equity Fund managed fund has an inception date of 29 May 1987.

What is the current entry price of the Advance Aggressive Equity Fund managed fund?

The current entry price of the Advance Aggressive Equity Fund managed fund is $ per unit and the current exit price is $0.2723 per unit (as at 29 Dec 1988).

What is the current exit price of the Advance Aggressive Equity Fund managed fund?

The current exit price of the Advance Aggressive Equity Fund managed fund is $0.2723 per unit and the current entry price is $ per unit (as at 29 Dec 1988).

What is the minimum investment amount for the Advance Aggressive Equity Fund managed fund?

The minimum initial investment amount for the Advance Aggressive Equity Fund managed fund is $.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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