First Quest Super - BT Active Conservative PST - Managed Fund (Closed)

Fund Objective

N/A

Fund Strategy

Invests in the Five Arrows Capital Stable Superannuation Trust with the guideline asset allocation: Australian cash 10-90%, Australian fixed interest 10-90%, international fixed interest (fully currency hedged) 0-30%, shares and listed Australian property trusts 0-27.5%.

Fund Performance Comparison

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Peers

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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.

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Fees Comparison

% 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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-0.85%	1.12%	4.04%	7.26%	19.62%	14.88%	-%	-%
Growth return	-0.85%	1.12%	4.04%	7.26%	19.62%	14.88%	-%	-%
Income return	0%	0%	0%	0%	0%	0%	-%	-%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return	1.06%	2.87%	4.38%	7.21%	7.92%	6.66%	3.89%	4.5%

As at 31 Oct 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

First Quest Super - BT Active Conservative PST

Australian Equities: 14%

International Equities: 8%

Cash: 16%

Property & Infrastructure: 5%

Fixed Interest: 50%

Alternatives: 7%

Average Allocation of Peers

Australian Equities: 10.93%

International Equities: 14.98%

Cash: 14.94%

Property & Infrastructure: 3.69%

Fixed Interest: 49.86%

Alternatives: 5.59%

General Information

Fund Details

Type	Description
Fund Name	First Quest Super - BT Active Conservative PST
Fund Status	Closed
Responsible Entity	Synergy Capital Management Limited
APIR Code
Sector/Asset Class	Multisector Moderate
Morningstar Rating	Not Rated
Legal Structure	Superannuation Fund
Fund Inception	1 Jun 2001
Fund Size	$0 million (as at 31 Oct 2005)
Entry Price	$1.5159 (as at 31 Oct 2005)
Exit Price	$1.5132 (as at 31 Oct 2005)
Fund Status	Finalised

Offer information

Type	Description
Standard entry fee	5.13%
Minimum initial investment

FAQs about the First Quest Super - BT Active Conservative PST

What is the objective of the First Quest Super - BT Active Conservative PST managed fund?

The objective of the First Quest Super - BT Active Conservative PST managed fund is N/A

What is the strategy for the First Quest Super - BT Active Conservative PST managed fund?

The strategy of the First Quest Super - BT Active Conservative PST managed fund is Invests in the Five Arrows Capital Stable Superannuation Trust with the guideline asset allocation: Australian cash 10-90%, Australian fixed interest 10-90%, international fixed interest (fully currency hedged) 0-30%, shares and listed Australian property trusts 0-27.5%.

What is the APIR code of the First Quest Super - BT Active Conservative PST managed fund?

The APIR code of the First Quest Super - BT Active Conservative PST managed fund is .

What was First Quest Super - BT Active Conservative PST’s total return last month?

First Quest Super - BT Active Conservative PST’s total return last month was -0.85%. This was made up of a growth return of -0.85% and an income return of 0%. These returns were calculated as at 31 Oct 2005.

What was First Quest Super - BT Active Conservative PST’s total return for the last three months?

First Quest Super - BT Active Conservative PST’s total return for the last three months was 1.12%. This was made up of a growth return of 1.12% and an income return of 0%%. These returns were calculated as at 31 Oct 2005.

What is First Quest Super - BT Active Conservative PST’s one-year total return?

First Quest Super - BT Active Conservative PST’s one-year total return is 7.26%. This was made up of a growth return of 7.26% and an income return of 0%. These returns were calculated as at 31 Oct 2005.

What is First Quest Super - BT Active Conservative PST’s three-year total return?

First Quest Super - BT Active Conservative PST’s one-year total return is 14.88%. This was made up of a growth return of 14.88% and an income return of 0%. These returns were calculated as at 31 Oct 2005.

What is the asset allocation of the First Quest Super - BT Active Conservative PST managed fund?

The asset allocation of the First Quest Super - BT Active Conservative PST managed fund is :

Australian Equities: 14%

International Equities: 8%

Cash: 16%

Property & Infrastructure: 5%

Fixed Interest: 50%

Alternatives: 7%

Who is the responsible Entity of the First Quest Super - BT Active Conservative PST managed fund?

The Responsible Entity for the First Quest Super - BT Active Conservative PST managed fund is Synergy Capital Management Limited.

What sector/asset class does the First Quest Super - BT Active Conservative PST managed fund belong to?

The First Quest Super - BT Active Conservative PST managed fund belongs to the Multisector Moderate sector/asset class.

What is the size of the First Quest Super - BT Active Conservative PST managed fund?

As at 31 Oct 2005, the size of the First Quest Super - BT Active Conservative PST managed fund was $0 million.

What is the inception date of the First Quest Super - BT Active Conservative PST managed fund?

The First Quest Super - BT Active Conservative PST managed fund has an inception date of 1 Jun 2001.

What is the current entry price of the First Quest Super - BT Active Conservative PST managed fund?

The current entry price of the First Quest Super - BT Active Conservative PST managed fund is $1.5159 per unit and the current exit price is $1.5132 per unit (as at 31 Oct 2005).

What is the current exit price of the First Quest Super - BT Active Conservative PST managed fund?

The current exit price of the First Quest Super - BT Active Conservative PST managed fund is $1.5132 per unit and the current entry price is $1.5159 per unit (as at 31 Oct 2005).

What is the minimum investment amount for the First Quest Super - BT Active Conservative PST managed fund?

The minimum initial investment amount for the First Quest Super - BT Active Conservative PST 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.

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