InvestSMART

First Quest Super - Beac Australian First PST Med - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
N/A

Fund Performance Comparison

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

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% 1.03% -% -% 4.7% 4.24% -% -%
Growth return 0.17% 1.2% 4.6% 4.63% 4.66% 4.31% -% -%
Income return -% -0.17% -% -% 0.04% -0.07% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 1.12% 1.03% 4.85% 1.47% 0.91% -1.29% 0.17% 2.59%
As at 30 Apr 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

First Quest Super - Beac Australian First PST Med
Cash
9%
Fixed Interest
91%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
3.23%
Fixed Interest
95.55%
Australian Equities
0.60%
International Equities
0.24%
Property
0.03%
Alternatives
0.35%

General Information

Fund Details
Type Description
First Quest Super - Beac Australian First PST Med
Closed
Synergy Capital Management Limited
Bonds - Australia
Not Rated
Superannuation Fund
1 Jul 2002
$0 million (as at 30 Apr 2006)
$1.0128 (as at 9 Jun 2006)
$1.0128 (as at 9 Jun 2006)
Finalised
Offer information
Type Description
Standard entry fee 5.13%
Minimum initial investment

FAQs about the First Quest Super - Beac Australian First PST Med

The objective of the First Quest Super - Beac Australian First PST Med managed fund is N/A

The strategy of the First Quest Super - Beac Australian First PST Med managed fund is N/A

The APIR code of the First Quest Super - Beac Australian First PST Med managed fund is .

First Quest Super - Beac Australian First PST Med’s total return last month was -%. This was made up of a growth return of 0.17% and an income return of -%. These returns were calculated as at 30 Apr 2006.

First Quest Super - Beac Australian First PST Med’s total return for the last three months was 1.03%. This was made up of a growth return of 1.2% and an income return of -0.17%%. These returns were calculated as at 30 Apr 2006.

First Quest Super - Beac Australian First PST Med’s one-year total return is -%. This was made up of a growth return of 4.63% and an income return of -%. These returns were calculated as at 30 Apr 2006.

First Quest Super - Beac Australian First PST Med’s one-year total return is 4.24%. This was made up of a growth return of 4.31% and an income return of -0.07%. These returns were calculated as at 30 Apr 2006.

The asset allocation of the First Quest Super - Beac Australian First PST Med managed fund is :

Cash
9%
Fixed Interest
91%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%

The Responsible Entity for the First Quest Super - Beac Australian First PST Med managed fund is Synergy Capital Management Limited.

The First Quest Super - Beac Australian First PST Med managed fund belongs to the Bonds - Australia sector/asset class.

As at 30 Apr 2006, the size of the First Quest Super - Beac Australian First PST Med managed fund was $0 million.

The First Quest Super - Beac Australian First PST Med managed fund has an inception date of 1 Jul 2002.

The current entry price of the First Quest Super - Beac Australian First PST Med managed fund is $1.0128 per unit and the current exit price is $1.0128 per unit (as at 9 Jun 2006).

The current exit price of the First Quest Super - Beac Australian First PST Med managed fund is $1.0128 per unit and the current entry price is $1.0128 per unit (as at 9 Jun 2006).

The minimum initial investment amount for the First Quest Super - Beac Australian First PST Med managed fund is $0.

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.