InvestSMART

Challenger - ResourceLink Trust - Managed Fund (Closed)

Fund Objective
To provide long-term capital growth. Minimum recommended investment period is 5 years.
Fund Strategy
Invests in Australian and international resource companies. A small proportion is held in cash for liquidity purposes. Currency hedging may be used to protect against exchange rate movements. The Trust may invest in derivatives such as options and futures. The Manager has appointed EquitiLink Australia Limited as the investment manager. Investment ranges (with benchmarks in brackets): Australian and international resources 80-100% (100%), cash 0-20% (0%).

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 -4.24% -2.56% 15.16% -3.84% 7.09% -1.54% -1.13% -%
Growth return -4.24% -2.56% 15.16% -4.1% 6.94% -2.43% -2.09% -%
Income return 0% 0% 0% 0.26% 0.15% 0.89% 0.96% -%
Market index (S&P/ASX 200 TR AUD)
Total return -7.15% -1.61% -2.61% 11.67% 7.17% 9.54% 8.63% 9.44%
As at 30 Apr 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Challenger - ResourceLink Trust
Australian Equities
22.28%
International Equities
67.51%
Cash
10.22%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
96.13%
International Equities
4.02%
Cash
-0.83%
Property & Infrastructure
1.14%
Fixed Interest
-0.44%
Alternatives
-0.02%

General Information

Fund Details
Type Description
Challenger - ResourceLink Trust
Closed
Fidante Partners Limited
EQI0006AU
Equity Australia Other
Not Rated
Investment Fund
1 Jul 1996
$1.02 million (as at 30 Apr 2002)
n/a
$1.3577 (as at 30 Apr 2002)
Finalised
Offer information
Type Description
MER 2% (as at 30 Jun 2001)
Minimum initial investment $2,000.00
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FAQs about the Challenger - ResourceLink Trust

The objective of the Challenger - ResourceLink Trust managed fund is To provide long-term capital growth. Minimum recommended investment period is 5 years.

The strategy of the Challenger - ResourceLink Trust managed fund is Invests in Australian and international resource companies. A small proportion is held in cash for liquidity purposes. Currency hedging may be used to protect against exchange rate movements. The Trust may invest in derivatives such as options and futures. The Manager has appointed EquitiLink Australia Limited as the investment manager. Investment ranges (with benchmarks in brackets): Australian and international resources 80-100% (100%), cash 0-20% (0%).

The APIR code of the Challenger - ResourceLink Trust managed fund is EQI0006AU.

Challenger - ResourceLink Trust’s total return last month was -4.24%. This was made up of a growth return of -4.24% and an income return of 0%. These returns were calculated as at 30 Apr 2002.

Challenger - ResourceLink Trust’s total return for the last three months was -2.56%. This was made up of a growth return of -2.56% and an income return of 0%%. These returns were calculated as at 30 Apr 2002.

Challenger - ResourceLink Trust’s one-year total return is -3.84%. This was made up of a growth return of -4.1% and an income return of 0.26%. These returns were calculated as at 30 Apr 2002.

Challenger - ResourceLink Trust’s one-year total return is -1.54%. This was made up of a growth return of -2.43% and an income return of 0.89%. These returns were calculated as at 30 Apr 2002.

The asset allocation of the Challenger - ResourceLink Trust managed fund is :

Australian Equities
22.28%
International Equities
67.51%
Cash
10.22%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Challenger - ResourceLink Trust managed fund is Fidante Partners Limited.

The Challenger - ResourceLink Trust managed fund belongs to the Equity Australia Other sector/asset class.

As at 30 Apr 2002, the size of the Challenger - ResourceLink Trust managed fund was $1.02 million.

The Challenger - ResourceLink Trust managed fund has an inception date of 1 Jul 1996.

The current entry price of the Challenger - ResourceLink Trust managed fund is $ per unit and the current exit price is $1.3577 per unit (as at 30 Apr 2002).

The current exit price of the Challenger - ResourceLink Trust managed fund is $1.3577 per unit and the current entry price is $ per unit (as at 30 Apr 2002).

The minimum initial investment amount for the Challenger - ResourceLink Trust managed fund is $2,000.

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.