Advance Personal Super - Cash Option - Managed Fund

Fund Performance Comparison

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Fees Comparison

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.28 0.7 1.5 3.22 3.1 3.25 - -
Growth return 0.28 0.7 1.5 3.22 3.1 3.25 - -
Income return 0 0 0 0 0 0 - -
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.17 0.5 0.95 1.82 1.8 1.93 2.19 3.22
As as 30 Jun 1999. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Cash
100%

General Information

Fund Details
Type Description
Advance Personal Super - Cash Option
Closed
Advance Asset Management Limited
BZW0001AU
Australian Cash
Not Rated
Superannuation Fund
25 Jul 1994
$1.31 million (as at 31 May 1999)
n/a
$1.1831 (as at 29 Jun 1999)
Fund Objective
This product aims to produce consistent money market related returns.
Fund Strategy
This option will primarily invest in the Barclays Investment Funds - Cash and focus on cash, bank bills, short-term money market deposits, Government and semi-government securities and interest-bearing deposits.
Offer information
Type Description
Minimum initial investment $2,000.00

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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How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%.

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76%

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Our Managed Funds

Returns Since Inception *
Intelligent Investor Equity Income 12.36%
InvestSMART International Equities 11.46%
Intelligent Investor Equity Growth 11.28%
InvestSMART Australian Small Companies Fund 10.65%
InvestSMART Core Growth 7.81%
InvestSMART Diversified Property and Infrastructure 5.31%
InvestSMART Diversified Income 4.50%
InvestSMART Hybrid Income 3.81%
InvestSMART Interest Income 2.13%

* Returns p.a. since inception after investment & admin fees

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