Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | -% | -% | -% | -% | -% | -% | -% | -% |
Growth return | -% | -% | -% | -% | -% | -% | -% | -% |
Income return | -% | -% | -% | -% | -% | -% | -% | -% |
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
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Total return | 0.33% | 1.05% | 3.11% | 4.31% | 4.73% | 3.74% | -0.03% | 2.14% |
Type | Description |
First Quest Super - Colonial (W) Australian Bond Pool | |
Closed | |
Synergy Capital Management Limited | |
Bonds - Australia | |
Not Rated | |
Superannuation Fund | |
30 Sep 2002 | |
n/a | |
n/a | |
n/a | |
Finalised |
Type | Description |
Standard entry fee | 5.13% |
Minimum initial investment |
Holding (as at 28 Feb 2023) | Type | % of Portfolio |
Aust 3yr Bond Mar 23 15-Mar-2023 | Bond - Treasury Future | 18.05% |
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The objective of the First Quest Super - Colonial (W) Australian Bond Pool managed fund is The option aims to outperform the Bloomberg AusBond Composite 0+ Yr Index over a three year period (before fees and taxes) by using an active investment strategy. It aims to provide regular income and a moderate level of growth.
The strategy of the First Quest Super - Colonial (W) Australian Bond Pool managed fund is The option provides exposure to a portfolio of predominantly Australian fixed interest securities issued by government or corporate entities and asset-backed securities. The option aims to deliver above index returns by using a disciplined and comprehensive investment process based on a combination of optionamental; economic; quantitative and technical analysis of market conditions. This seeks to ensure a balance between short-term technical factors and longer term market trends.
The APIR code of the First Quest Super - Colonial (W) Australian Bond Pool managed fund is .
First Quest Super - Colonial (W) Australian Bond Pool’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .
First Quest Super - Colonial (W) Australian Bond Pool’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .
First Quest Super - Colonial (W) Australian Bond Pool’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 .
First Quest Super - Colonial (W) Australian Bond Pool’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 .
The asset allocation of the First Quest Super - Colonial (W) Australian Bond Pool managed fund is :
The Responsible Entity for the First Quest Super - Colonial (W) Australian Bond Pool managed fund is Synergy Capital Management Limited.
The First Quest Super - Colonial (W) Australian Bond Pool managed fund belongs to the Bonds - Australia sector/asset class.
As at 30 Jun 2006, the size of the First Quest Super - Colonial (W) Australian Bond Pool managed fund was $ million.
The First Quest Super - Colonial (W) Australian Bond Pool managed fund has an inception date of 30 Sep 2002.
The current entry price of the First Quest Super - Colonial (W) Australian Bond Pool managed fund is $ per unit and the current exit price is $ per unit (as at ).
The current exit price of the First Quest Super - Colonial (W) Australian Bond Pool managed fund is $ per unit and the current entry price is $ per unit (as at ).
The minimum initial investment amount for the First Quest Super - Colonial (W) Australian Bond Pool 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.