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  5. First Quest Super - BT Australian Share Sup - Managed fund profile

First Quest Super - BT Australian Share Sup - Managed Fund (Closed)

Fund Objective
Aims to provide an overall return (before fees and taxes) that exceeds the return from the benchmark, when measured over the minimum suggested investment timeframe.
Fund Strategy
The Investment Option is actively managed and invests primarily in Australian shares which are selected based on the investment manager's assessment of their long term worth and ability to outperform the market.

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.
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Fees Comparison

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% p.a.
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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 0% -% -% -% -9.49% -% -% -%
Growth return 0% 0% 0% 0% -9.49% -% -% -%
Income return 0% -% -% -% 0% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 31 Mar 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

First Quest Super - BT Australian Share Sup
Australian Equities
98.77%
Cash
1.23%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.72%
Cash
-0.78%
International Equities
4.82%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
First Quest Super - BT Australian Share Sup
Closed
Synergy Capital Management Limited
Equity Australia Large Blend
Not Rated
Superannuation Fund
1 Mar 2001
n/a
$0.818 (as at 31 Mar 2004)
$0.818 (as at 31 Mar 2004)
Finalised
Offer information
Type Description
Standard entry fee 5.13%
Minimum initial investment

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
Bt Invest Mgnt Mutual Fund - Open End 11.29%
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FAQs about the First Quest Super - BT Australian Share Sup

The objective of the First Quest Super - BT Australian Share Sup managed fund is Aims to provide an overall return (before fees and taxes) that exceeds the return from the benchmark, when measured over the minimum suggested investment timeframe.

The strategy of the First Quest Super - BT Australian Share Sup managed fund is The Investment Option is actively managed and invests primarily in Australian shares which are selected based on the investment manager's assessment of their long term worth and ability to outperform the market.

The APIR code of the First Quest Super - BT Australian Share Sup managed fund is .

First Quest Super - BT Australian Share Sup’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 31 Mar 2004.

First Quest Super - BT Australian Share Sup’s total return for the last three months was -%. This was made up of a growth return of 0% and an income return of -%%. These returns were calculated as at 31 Mar 2004.

First Quest Super - BT Australian Share Sup’s one-year total return is -%. This was made up of a growth return of 0% and an income return of -%. These returns were calculated as at 31 Mar 2004.

First Quest Super - BT Australian Share Sup’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 31 Mar 2004.

The asset allocation of the First Quest Super - BT Australian Share Sup managed fund is :

Australian Equities
98.77%
Cash
1.23%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the First Quest Super - BT Australian Share Sup managed fund is Synergy Capital Management Limited.

The First Quest Super - BT Australian Share Sup managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Jun 2006, the size of the First Quest Super - BT Australian Share Sup managed fund was $ million.

The First Quest Super - BT Australian Share Sup managed fund has an inception date of 1 Mar 2001.

The current entry price of the First Quest Super - BT Australian Share Sup managed fund is $0.818 per unit and the current exit price is $0.818 per unit (as at 31 Mar 2004).

The current exit price of the First Quest Super - BT Australian Share Sup managed fund is $0.818 per unit and the current entry price is $0.818 per unit (as at 31 Mar 2004).

The minimum initial investment amount for the First Quest Super - BT Australian Share Sup 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.