InvestSMART

AXA SD PSP - Barclays MI Australian Share - Managed Fund (Closed)

Fund Objective
To achieve superior investment performance through providing returns before fees, that exceed those of the S&P/ASX 300 Accumulation Index over rolling 3 year periods. The minimum recommended investment period is 3 to 5 years.
Fund Strategy
Invests in Australian shares.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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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 2.53% -0.03% 0.4% 4.55% 7.6% -% -% -%
Growth return 2.53% -0.03% 0.4% 4.55% 7.6% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 0.39% 2.7% 11.09% 12.46% 18.51% 13.08% 12.64% 9.68%
As at 30 Nov 2001. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AXA SD PSP - Barclays MI Australian Share
Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
94.97%
International Equities
4.72%
Cash
-0.54%
Property & Infrastructure
1.39%
Fixed Interest
-0.49%
Alternatives
-0.06%

General Information

Fund Details
Type Description
AXA SD PSP - Barclays MI Australian Share
Closed
AMP-N.M. Superannuation Pty Limited
NML0282AU
Equity Australia Other
Not Rated
Superannuation Fund
13 Sep 1999
$1.07 million (as at 30 Nov 2001)
$11.301 (as at 14 Dec 2001)
$11.301 (as at 14 Dec 2001)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the AXA SD PSP - Barclays MI Australian Share

The objective of the AXA SD PSP - Barclays MI Australian Share managed fund is To achieve superior investment performance through providing returns before fees, that exceed those of the S&P/ASX 300 Accumulation Index over rolling 3 year periods. The minimum recommended investment period is 3 to 5 years.

The strategy of the AXA SD PSP - Barclays MI Australian Share managed fund is Invests in Australian shares.

The APIR code of the AXA SD PSP - Barclays MI Australian Share managed fund is NML0282AU.

AXA SD PSP - Barclays MI Australian Share’s total return last month was 2.53%. This was made up of a growth return of 2.53% and an income return of 0%. These returns were calculated as at 30 Nov 2001.

AXA SD PSP - Barclays MI Australian Share’s total return for the last three months was -0.03%. This was made up of a growth return of -0.03% and an income return of 0%%. These returns were calculated as at 30 Nov 2001.

AXA SD PSP - Barclays MI Australian Share’s one-year total return is 4.55%. This was made up of a growth return of 4.55% and an income return of 0%. These returns were calculated as at 30 Nov 2001.

AXA SD PSP - Barclays MI Australian Share’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2001.

The asset allocation of the AXA SD PSP - Barclays MI Australian Share managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the AXA SD PSP - Barclays MI Australian Share managed fund is AMP-N.M. Superannuation Pty Limited.

The AXA SD PSP - Barclays MI Australian Share managed fund belongs to the Equity Australia Other sector/asset class.

As at 30 Nov 2001, the size of the AXA SD PSP - Barclays MI Australian Share managed fund was $1.07 million.

The AXA SD PSP - Barclays MI Australian Share managed fund has an inception date of 13 Sep 1999.

The current entry price of the AXA SD PSP - Barclays MI Australian Share managed fund is $11.301 per unit and the current exit price is $11.301 per unit (as at 14 Dec 2001).

The current exit price of the AXA SD PSP - Barclays MI Australian Share managed fund is $11.301 per unit and the current entry price is $11.301 per unit (as at 14 Dec 2001).

The minimum initial investment amount for the AXA SD PSP - Barclays MI Australian Share managed fund is $1,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.