General Information

Advance PST - Aust Share Tax Exempt (Wholesale)
Closed
Advance Asset Management Limited
ADV0041AU
Equity World Other
Not Rated
Superannuation Fund
1 Mar 1998
$0.53 million (as at 31 Mar 2000)
$1.1522 (as at 25 May 2000)
$1.1522 (as at 25 May 2000)

Fund performance (30 Apr 2000)

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 3.08 1.43 8.7 0.75 7.32 - - -
Growth return 3.08 1.43 8.7 0.75 7.32 - - -
Income return 0 0 0 0 0 - - -

Market index (MSCI World NR AUD)

Total return 0.8 -3.39 4.5 10.09 5.26 11.9 17.14 4.74
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Fund Performance Comparison

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Asset Allocation (30 Apr 2000)

Australian Equities 95.45%
International Equities 0%
Cash 4.55%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide long term capital growth, while aiming to provide investors with a total return before earnings tax, that outperforms the All Ordinaries Accumulation Index over periods of five years or longer. Suggested investment period is 5 years plus.
Invests in a wide range of shares and securities including options, futures and other derivatives, but may not use these to leverage the portfolio. The asset mix is reviewed frequently and will be altered to take into account changing market and economic conditions. The portfolio is managed by Maple-Brown Abbott Limited.

Offer information

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