General Information

AtlasTrend Splurging Baby Boomers
Fundhost Limited
Equity World Other
Not Rated
n/a
Not Rated
Managed Funds
9 Nov 2015
n/a
$0.9888 (as at 16 Feb 2017)
$0.9839 (as at 16 Feb 2017)

Fund performance (31 Jan 2017)

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 0.27 5.37 2.98 1.42 - - - -
Growth return 0.27 5.37 2.98 0.35 - - - -
Income return 0 0 0 1.07 - - - -

Market index (MSCI World NR AUD)

Total return -2.31 6.62 5.08 9.12 6.78 10.98 17.5 4.16

Asset Allocation (31 Jan 2017)

Australian Equities 0%
International Equities 100%
Cash 0%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

Long term capital growth.
The fund seeks to invest in listed companies (market cap > US$1 billion) listed on developed stock exchanges (excluding Australia & New Zealand) that are currently benefitting or will soon benefit from the growth in the spending by baby boomers.

Offer information

Minimum initial investment $1,000.00
Minimum additional investments $500.00
Minimum redemption amount $1,000.00

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* Dates for historical returns vary from fund to fund