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  5. First Quest Super - Invesco Protected Growth PST - Managed fund profile

First Quest Super - Invesco Protected Growth PST - Managed Fund (Closed)

Fund Objective
To provide capital growth over the medium- to long-term and to protect the capital value of an investment, so as to minimise the risk of a negative return over a defined 12 month period, before service fees. Investment time horizon is 3 to 5 years.
Fund Strategy
Invests in a broad range of Australian and international investment markets including Australian and int'l equities, property trusts, Australian and int'l fixed interest securities, and liquid assets. Asset ranges: Australian equities 0-40%, int'l equities 0-20%, listed property trusts 0-20%, total growth assets 0-50%, Australian fixed interest 0-100%, int'l fixed interest 0-100%, CPI indexed 0-100%, enhanced cash 0-100%, liquid assets 0-100%, total non-growth assets 50-100%.

Fund Performance Comparison

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Fees Comparison

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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% -% -% -% -0.52% -% -% -%
Growth return 0% 0% 0% 0% -0.52% -% -% -%
Income return 0% -% -% -% 0% -% -% -%
Market index (Morningstar AUS Con Tgt Alloc NR AUD)
Total return 0.59% 1.62% 3.29% 5.18% 5.58% 4.64% 1.76% 2.85%
As at 31 Mar 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

First Quest Super - Invesco Protected Growth PST
Cash
55.38%
Fixed Interest
44.62%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Cash
26.92%
Fixed Interest
55.54%
Australian Equities
10.46%
International Equities
4.32%
Property & Infrastructure
1.02%
Alternatives
1.74%

General Information

Fund Details
Type Description
First Quest Super - Invesco Protected Growth PST
Closed
Synergy Capital Management Limited
Multisector Conservative
Not Rated
Superannuation Fund
1 Jul 2001
n/a
$1 (as at 31 Mar 2004)
$1 (as at 31 Mar 2004)
Finalised
Offer information
Type Description
Standard entry fee 5.13%
Minimum initial investment

FAQs about the First Quest Super - Invesco Protected Growth PST

The objective of the First Quest Super - Invesco Protected Growth PST managed fund is To provide capital growth over the medium- to long-term and to protect the capital value of an investment, so as to minimise the risk of a negative return over a defined 12 month period, before service fees. Investment time horizon is 3 to 5 years.

The strategy of the First Quest Super - Invesco Protected Growth PST managed fund is Invests in a broad range of Australian and international investment markets including Australian and int'l equities, property trusts, Australian and int'l fixed interest securities, and liquid assets. Asset ranges: Australian equities 0-40%, int'l equities 0-20%, listed property trusts 0-20%, total growth assets 0-50%, Australian fixed interest 0-100%, int'l fixed interest 0-100%, CPI indexed 0-100%, enhanced cash 0-100%, liquid assets 0-100%, total non-growth assets 50-100%.

The APIR code of the First Quest Super - Invesco Protected Growth PST managed fund is .

First Quest Super - Invesco Protected Growth PST’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 - Invesco Protected Growth PST’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 - Invesco Protected Growth PST’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 - Invesco Protected Growth PST’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 - Invesco Protected Growth PST managed fund is :

Cash
55.38%
Fixed Interest
44.62%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the First Quest Super - Invesco Protected Growth PST managed fund is Synergy Capital Management Limited.

The First Quest Super - Invesco Protected Growth PST managed fund belongs to the Multisector Conservative sector/asset class.

As at 30 Jun 2006, the size of the First Quest Super - Invesco Protected Growth PST managed fund was $ million.

The First Quest Super - Invesco Protected Growth PST managed fund has an inception date of 1 Jul 2001.

The current entry price of the First Quest Super - Invesco Protected Growth PST managed fund is $1 per unit and the current exit price is $1 per unit (as at 31 Mar 2004).

The current exit price of the First Quest Super - Invesco Protected Growth PST managed fund is $1 per unit and the current entry price is $1 per unit (as at 31 Mar 2004).

The minimum initial investment amount for the First Quest Super - Invesco Protected Growth 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.