Credit Suisse Passive International Fixed Interest - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ }} as their benchmark.

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Benchmark ({{ }})
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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.

Fees Comparison

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Average of peers ({{ fund.benchmark.peers.peerCount }})
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 0.71 -0.77 0.15 1.87 6.49 5.27 7.11 -
Growth return 0.71 -0.77 -0.69 -13.22 -2.13 -5.42 -2.06 -
Income return 0 0 0.84 15.09 8.62 10.69 9.17 -
Market index (BBgBarc Global Aggregate TR Hdg AUD)
Total return 1.5 0.97 2.3 7.2 6.08 4.62 4.33 6.19
As as 31 May 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Credit Suisse Passive International Fixed Interest
Fixed Interest
Australian Equities
International Equities
Average Allocation of Peers
Fixed Interest
Australian Equities
International Equities

General Information

Fund Details
Type Description
Credit Suisse Passive International Fixed Interest (Wholesale)
Credit Suisse Asset Mgmt (AUS) Ltd
Bonds - Global
Not Rated
Investment Fund
30 May 2000
$30.58 million (as at 31 May 2006)
$0.9687 (as at 21 Jun 2006)
$0.9687 (as at 21 Jun 2006)
Fund Objective
To provide exposure to primarily international fixed interest securities, for income and some capital growth over the medium to long term. The Fund's primary objective is to track the performance of the Salomon Smith Barney World Government Bond ex Australia Index with a secondary objective of maximising return.
Fund Strategy
The stock selection process is designed to match the benchmark's risk characteristics through the optimal selection of bonds from the investment universe. Changes in the composition of the index are adjusted in the portfolio accordingly. We have appointed Credit Suisse Asset Management Zurich to manage the Fund's investments. They are responsible for research, monitoring the benchmark and day-to-day management of the Fund's investments.
Offer information
Type Description
Minimum initial investment $500,000

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 cannot 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.

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Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 10.14%
Intelligent Investor Equity Growth 6.84%
InvestSMART High Growth 6.60%
InvestSMART Growth 6.18%
InvestSMART Balanced 5.06%
InvestSMART Conservative 3.97%
Intelligent Investor Equity Income 3.65%
InvestSMART Interest Income 3.26%
InvestSMART Property and Infrastructure 2.90%
InvestSMART Hybrid Income 2.77%
Intelligent Investor Australian Small Companies Fund 2.11%