InvestSMART

First Quest Super - Chal'ger Boutique Blend Australian Equities - Managed Fund (Closed)

Fund Objective
To achieve significant and sustainable risk-adjusted outperformance against the S&P/ASX 300 Accumulation Index.
Fund Strategy
Invests in a diversified mix of portfolios managed by Alpha Investment Management, Bell Asset Management, Jardine Fleming Capital Partners, JM Asset Management and Perennial Value Management. Asset allocation ranges (with benchmarks in brackets): cash 0-20 (0%), Australian shares 80-100% (100%).

Fund Performance Comparison

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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 1.09% 1.53% -4.35% -6.72% -% -% -% -%
Growth return 1.09% 1.53% -4.35% -6.72% -% -% -% -%
Income return 0% 0% 0% 0% -% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 0.39% 2.7% 11.09% 12.46% 18.51% 13.08% 12.64% 9.68%
As at 31 May 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details
Type Description
First Quest Super - Chal'ger Boutique Blend Australian Equities
Closed
Synergy Capital Management Limited
Equity Australia Other
Not Rated
Superannuation Fund
1 Nov 2001
$0 million (as at 30 Sep 2004)
$0.9382 (as at 18 Jun 2003)
$0.9382 (as at 18 Jun 2003)
Finalised
Offer information
Type Description
Standard entry fee 5.13%
Minimum initial investment
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FAQs about the First Quest Super - Chal'ger Boutique Blend Australian Equities

The objective of the First Quest Super - Chal'ger Boutique Blend Australian Equities managed fund is To achieve significant and sustainable risk-adjusted outperformance against the S&P/ASX 300 Accumulation Index.

The strategy of the First Quest Super - Chal'ger Boutique Blend Australian Equities managed fund is Invests in a diversified mix of portfolios managed by Alpha Investment Management, Bell Asset Management, Jardine Fleming Capital Partners, JM Asset Management and Perennial Value Management. Asset allocation ranges (with benchmarks in brackets): cash 0-20 (0%), Australian shares 80-100% (100%).

The APIR code of the First Quest Super - Chal'ger Boutique Blend Australian Equities managed fund is .

First Quest Super - Chal'ger Boutique Blend Australian Equities’s total return last month was 1.09%. This was made up of a growth return of 1.09% and an income return of 0%. These returns were calculated as at 31 May 2003.

First Quest Super - Chal'ger Boutique Blend Australian Equities’s total return for the last three months was 1.53%. This was made up of a growth return of 1.53% and an income return of 0%%. These returns were calculated as at 31 May 2003.

First Quest Super - Chal'ger Boutique Blend Australian Equities’s one-year total return is -6.72%. This was made up of a growth return of -6.72% and an income return of 0%. These returns were calculated as at 31 May 2003.

First Quest Super - Chal'ger Boutique Blend Australian Equities’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 May 2003.

The asset allocation of the First Quest Super - Chal'ger Boutique Blend Australian Equities managed fund is :

Australian Equities
63.03%
Cash
36.97%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the First Quest Super - Chal'ger Boutique Blend Australian Equities managed fund is Synergy Capital Management Limited.

The First Quest Super - Chal'ger Boutique Blend Australian Equities managed fund belongs to the Equity Australia Other sector/asset class.

As at 30 Sep 2004, the size of the First Quest Super - Chal'ger Boutique Blend Australian Equities managed fund was $0 million.

The First Quest Super - Chal'ger Boutique Blend Australian Equities managed fund has an inception date of 1 Nov 2001.

The current entry price of the First Quest Super - Chal'ger Boutique Blend Australian Equities managed fund is $0.9382 per unit and the current exit price is $0.9382 per unit (as at 18 Jun 2003).

The current exit price of the First Quest Super - Chal'ger Boutique Blend Australian Equities managed fund is $0.9382 per unit and the current entry price is $0.9382 per unit (as at 18 Jun 2003).

The minimum initial investment amount for the First Quest Super - Chal'ger Boutique Blend Australian Equities 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.