First Quest Allocated Pension - Chal'ger BluPk Lg Shares Australian - Managed Fund

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.

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 - - - - - - - -
Growth return -1.26 - - - - - - -
Income return - - - - - - - -
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.08 0.26 0.63 1.61 1.75 1.75 1.95 2.87
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

First Quest Allocated Pension - Chal'ger BluPk Lg Shares Australian
Australian Equities
-9.32%
Cash
100.31%
Property
9.01%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
9.77%
Cash
49.24%
Property
1.37%
International Equities
8.41%
Fixed Interest
9.31%
Alternatives
21.92%

General Information

Fund Details
Type Description
First Quest Allocated Pension - Chal'ger BluPk Lg Shares Australian
Closed
Synergy Capital Management Limited
Hedge Funds - Australia
Not Rated
Allocated Pension
23 Sep 2002
$0 million (as at 30 Apr 2005)
$0.8384 (as at 21 May 2004)
$0.8384 (as at 21 May 2004)
Fund Objective
To capture returns from both share price increases (long positions) and share price decreases (short positions) within the same managed fund.
Fund Strategy
The investment strategy is based on a quantitative Index provided each month by Merrill Lynch Equities (Australia) Limited. The Index identifies 10 stocks from within the ASX100, considered most likely to rise in value and 10 stocks considered most likely to fall in value. Subject to Advisory Board ratification, the Fund will buy the 10 stocks considered most likely to rise in value (Long Stocks) and short sell the 10 stocks considered most likely to fall in value (Short Stocks).
Offer information
Type Description
Standard entry fee 5.13%

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.

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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Underperforming
81%^

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%