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  5. Corp West ADF - Investment Fund - Managed fund profile

Corp West ADF - Investment Fund - Managed Fund (Closed)

Fund Objective
Achieve a consistent return with maximum long term capital growth through the selection of investment managers who meet the Manager's requirements.
Fund Strategy
Deposit funds with carefully selected merchant banks trading banks and life insurance companies.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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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 -14.38% -17.76% -19% -49.38% -% -% -% -%
Growth return -14.38% -17.76% -19% -49.38% -% -% -% -%
Income return 0% 0% 0% 0% -% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.5% 5.98% 13.05% 14.32% 6.19% 6.56% 7.27% 7.68%
As at 31 Aug 1988. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
4.24%
Australian Equities
27.46%
International Equities
32.99%
Cash
6.66%
Property
6.79%
Fixed Interest
21.86%

General Information

Fund Details
Type Description
Corp West ADF - Investment Fund
Closed
Corporate West Management Limited
Multisector Growth
Not Rated
Superannuation Fund
1 Jul 1987
$0.01 million (as at 30 Jun 1988)
$1.0479 (as at 31 Aug 1988)
$1.0125 (as at 31 Aug 1988)
Finalised
Offer information
Type Description
Minimum initial investment $2,000.00

FAQs about the Corp West ADF - Investment Fund

The objective of the Corp West ADF - Investment Fund managed fund is Achieve a consistent return with maximum long term capital growth through the selection of investment managers who meet the Manager's requirements.

The strategy of the Corp West ADF - Investment Fund managed fund is Deposit funds with carefully selected merchant banks trading banks and life insurance companies.

The APIR code of the Corp West ADF - Investment Fund managed fund is .

Corp West ADF - Investment Fund’s total return last month was -14.38%. This was made up of a growth return of -14.38% and an income return of 0%. These returns were calculated as at 31 Aug 1988.

Corp West ADF - Investment Fund’s total return for the last three months was -17.76%. This was made up of a growth return of -17.76% and an income return of 0%%. These returns were calculated as at 31 Aug 1988.

Corp West ADF - Investment Fund’s one-year total return is -49.38%. This was made up of a growth return of -49.38% and an income return of 0%. These returns were calculated as at 31 Aug 1988.

Corp West ADF - Investment Fund’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 31 Aug 1988.

The asset allocation of the Corp West ADF - Investment Fund managed fund is :

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

The Responsible Entity for the Corp West ADF - Investment Fund managed fund is Corporate West Management Limited.

The Corp West ADF - Investment Fund managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Jun 1988, the size of the Corp West ADF - Investment Fund managed fund was $0.01 million.

The Corp West ADF - Investment Fund managed fund has an inception date of 1 Jul 1987.

The current entry price of the Corp West ADF - Investment Fund managed fund is $1.0479 per unit and the current exit price is $1.0125 per unit (as at 31 Aug 1988).

The current exit price of the Corp West ADF - Investment Fund managed fund is $1.0125 per unit and the current entry price is $1.0479 per unit (as at 31 Aug 1988).

The minimum initial investment amount for the Corp West ADF - Investment Fund 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.