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  5. Deutsche PST - Balanced Investment Option - Managed fund profile

Deutsche PST - Balanced Investment Option - Managed Fund (Closed)

Fund Objective
To outperform the Fund's strategic benchmark consistently, before fees, over rolling 3 year periods. The recommended investment period is 5 years.
Fund Strategy
Asset allocation ranges (with benchmarks in brackets): Australian equities 33-37% (35%), international equities (unhedged) 23-27% (25%), listed property trusts 3-7% (5%), private equity 2-8% (5%), bonds 27-31% (29%), cash 0-3% (1%).

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 -3.72% -7.56% -8.07% -13.92% -7.46% -% -% -%
Growth return -3.72% -7.56% -8.07% -13.92% -7.46% -% -% -%
Income return 0% 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 28 Feb 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Deutsche PST - Balanced Investment Option
Australian Equities
33.30%
International Equities
24.20%
Cash
1.20%
Property
5%
Fixed Interest
30.20%
Alternatives
6.10%
Average Allocation of Peers
Australian Equities
27.50%
International Equities
33.02%
Cash
6.64%
Property
6.78%
Fixed Interest
21.81%
Alternatives
4.25%

General Information

Fund Details
Type Description
Deutsche PST - Balanced Investment Option (Wholesale)
Closed
Deutsche Bank Australia
MGL0124AU
Multisector Growth
Not Rated
Superannuation Fund
26 Jun 1998
n/a
$0.8393 (as at 27 Feb 2003)
$0.8359 (as at 27 Feb 2003)
Finalised
Offer information
Type Description

FAQs about the Deutsche PST - Balanced Investment Option

The objective of the Deutsche PST - Balanced Investment Option managed fund is To outperform the Fund's strategic benchmark consistently, before fees, over rolling 3 year periods. The recommended investment period is 5 years.

The strategy of the Deutsche PST - Balanced Investment Option managed fund is Asset allocation ranges (with benchmarks in brackets): Australian equities 33-37% (35%), international equities (unhedged) 23-27% (25%), listed property trusts 3-7% (5%), private equity 2-8% (5%), bonds 27-31% (29%), cash 0-3% (1%).

The APIR code of the Deutsche PST - Balanced Investment Option managed fund is MGL0124AU.

Deutsche PST - Balanced Investment Option’s total return last month was -3.72%. This was made up of a growth return of -3.72% and an income return of 0%. These returns were calculated as at 28 Feb 2003.

Deutsche PST - Balanced Investment Option’s total return for the last three months was -7.56%. This was made up of a growth return of -7.56% and an income return of 0%%. These returns were calculated as at 28 Feb 2003.

Deutsche PST - Balanced Investment Option’s one-year total return is -13.92%. This was made up of a growth return of -13.92% and an income return of 0%. These returns were calculated as at 28 Feb 2003.

Deutsche PST - Balanced Investment Option’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 28 Feb 2003.

The asset allocation of the Deutsche PST - Balanced Investment Option managed fund is :

Australian Equities
33.30%
International Equities
24.20%
Cash
1.20%
Property
5%
Fixed Interest
30.20%
Alternatives
6.10%

The Responsible Entity for the Deutsche PST - Balanced Investment Option managed fund is Deutsche Bank Australia.

The Deutsche PST - Balanced Investment Option managed fund belongs to the Multisector Growth sector/asset class.

As at 28 Feb 2003, the size of the Deutsche PST - Balanced Investment Option managed fund was $ million.

The Deutsche PST - Balanced Investment Option managed fund has an inception date of 26 Jun 1998.

The current entry price of the Deutsche PST - Balanced Investment Option managed fund is $0.8393 per unit and the current exit price is $0.8359 per unit (as at 27 Feb 2003).

The current exit price of the Deutsche PST - Balanced Investment Option managed fund is $0.8359 per unit and the current entry price is $0.8393 per unit (as at 27 Feb 2003).

The minimum initial investment amount for the Deutsche PST - Balanced Investment Option managed fund is $.

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.