General Information

Advance Super Plus - Managed Portfolio
Closed
Advance Asset Management Limited
ADV0416AU
Multisector Growth
Not Rated
Superannuation Fund
1 Jul 1992
$0.07 million (as at 31 Mar 2006)
n/a
$2.8367 (as at 17 May 2006)

Fund performance (30 Apr 2006)

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 0 1.64 8.82 16.54 13.87 13.17 6.03 7.34
Growth return 0 1.64 8.82 16.54 13.87 13.17 6.03 7.34
Income return 0 0 0 0 0 0 0 0

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 2.87 4.64 3.23 12.49 7.05 8.09 10.99 4.8
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Fund Performance Comparison

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Asset Allocation (30 Apr 2006)

Australian Equities 36.40%
International Equities 24.60%
Cash 11.60%
Property 8.50%
Fixed Interest 18.90%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To generate long-term growth in asset values, with a high probability of positive returns over any 5 year period.
Invests in facilities offered within the Advance Bank Group. Centres on diversification and the use of specialist investment skills in selecting assets. In order to achieve above average returns in all asset sectors, the manager selects a team of specialist investment advisers. Investment ranges: Cash 0-40%, Australian fixed interest 10-50%, overseas fixed interest 0-10%, Australian shares 15-60%, overseas shares 5-30%, Property 0-25%.

Offer information

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Data shown on this website is sourced by Morningstar
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