EQT MIR Wholesale Australian Geared Equities - 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 5.6 6.89 -19.78 -20.24 6.57 19.73 - -
Growth return 5.6 6.89 -19.78 -36.56 -16.01 -18.27 - -
Income return 0 0 0 16.32 22.58 38 - -
Market index (S&P/ASX 200 TR AUD)
Total return 2.61 16.48 -10.42 -7.68 1.48 5.19 5.95 7.8
As as 31 May 2008. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

EQT MIR Wholesale Australian Geared Equities
Australian Equities
International Equities
Fixed Interest
Average Allocation of Peers
Australian Equities
International Equities
Fixed Interest

General Information

Fund Details
Type Description
EQT MIR Wholesale Australian Geared Equities (Wholesale)
Equity Trustees Ltd
Equity Australia Large Geared
starstar (as at 30 Apr 2008)
Investment Fund
18 Jun 2004
$1.07 million (as at 30 Apr 2008)
$0.7878 (as at 30 May 2008)
Fund Objective
15% per annum over rolling five year periods net of all borrowing and transaction costs.
Fund Strategy
A diversified portfolio of stocks listed on the Australian Stock Exchange that are held either directly or by investing in units in other MIR funds established by the Responsible Entity as well as interest bearing securities. Benchmark is S&P ASX 200 Accumulation Index. The Investment Manager of this Fund is MIR Investment Management Ltd, which is a boutique investment manager specialising in Australian equities.
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.39% (as at 30 Jun 2007)
Minimum initial investment $250,000

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.

How is your fund performing?

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 9.76%
Intelligent Investor Equity Growth 7.17%
InvestSMART High Growth 6.85%
InvestSMART Growth 6.36%
InvestSMART Balanced 5.21%
Intelligent Investor Equity Income 4.55%
InvestSMART Conservative 4.06%
InvestSMART Hybrid Income 3.59%
InvestSMART Interest Income 3.27%
Intelligent Investor Australian Small Companies Fund 3.02%
InvestSMART Property and Infrastructure 2.82%