First Quest Super - PPartners Sup Balanced - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

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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.

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 0.67 5.41 4.81 10.15 10.25 7.6 - -
Growth return 0.67 5.41 4.81 10.15 10.25 7.6 - -
Income return 0 0 0 0 0 0 - -
Market index (Morningstar Aus Msec Growth TR AUD)
Total return 1.01 2.92 7.99 10.48 11.39 10 9.23 8.8
As as 31 Jul 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

First Quest Super - PPartners Sup Balanced
Australian Equities
34.28%
International Equities
19.66%
Cash
6.12%
Property
5.38%
Fixed Interest
34.57%
Alternatives
0%
Average Allocation of Peers
Australian Equities
29.02%
International Equities
30.17%
Cash
7.49%
Property
6.75%
Fixed Interest
20.69%
Alternatives
5.87%

General Information

Fund Details
Type Description
First Quest Super - PPartners Sup Balanced
Closed
Synergy Capital Management Limited
Multisector Growth
Not Rated
Superannuation Fund
1 Mar 2001
$0.11 million (as at 30 Nov 2005)
$1.1767 (as at 29 Jul 2005)
$1.1708 (as at 29 Jul 2005)
Fund Objective
To achieve returns after taxation, greater than inflation and wages growth over the medium- to long-term, to consistently outperform the Fund's benchmark by both asset allocation and security selection, and to maintain a well diversified portfolio so as to control the overall variability of returns.
Fund Strategy
Invests in a broad range of assets including equities, unit trusts, fixed income securities, futures, and options. Asset allocation ranges (with benchmark in brackets): Australian equities 30-50% (40%), overseas equities 18-22% (20%), property trusts 3-7% (5%), fixed income securities 25-45% (35%), short-term liquids 0-24% (0%).
Offer information
Type Description
Standard entry fee 5.13%
Minimum initial investment

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 cannot 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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Underperforming
81%^

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%