General Information

Advance PST International Share Tax Exem
Closed
Advance Asset Management Limited
ADV0042AU
Equity World Other
Not Rated
Investment Fund
1 Mar 1998
$0.53 million (as at 31 Mar 2000)
$1.1446 (as at 25 May 2000)
$1.1446 (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 1.47 12.13 10.79 11.14 4.9 - - -
Growth return 1.47 12.13 10.79 11.14 4.9 - - -
Income return 0 0 0 0 0 - - -

Market index (MSCI World NR AUD)

Total return 4.27 8.62 6.8 21.85 7.51 13.17 18.5 6.09
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Fund Performance Comparison

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Asset Allocation (30 Apr 2000)

Australian Equities 1.50%
International Equities 91.25%
Cash 7.25%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide long term capital growth and international diversification, with the aim to provide a total return before earnings tax, that outperforms the MSCI World Accumulation Index in Australian dollars, over periods of five years or longer. Suggested investment period is 5 years plus.
Invests in a wide range of shares and securities. The portfolio's overseas currency exposure is managed, but will normally be unhedged. Options, futures and other derivatives may be used but may not be used to leverage the portfolio. Portfolio is managed by Goldman Sachs Asset Management.

Offer information

Minimum initial investment $10,000.00

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Data shown on this website is sourced by Morningstar
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