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  5. First Quest Allocated Pension - Custom Choice (W) Australian Share - Managed fund profile

First Quest Allocated Pension - Custom Choice (W) Australian Share - Managed Fund (Closed)

Fund Objective
The Fund aims to provide capital growth over the medium to long-term (at least 5 years) and returns above the S&P/ASX 200 Accumulation Index, over rolling three year periods.
Fund Strategy
The Fund employs a 'manage-the-manager' (MTM) research process, which seeks to identify and blend the best specialist investment managers within the Australian share asset class. QIC (Queensland Investment Corp.) has been appointed as the investment consultant to provide manager research and selection services for Challenger's range of MTM funds. QIC's thorough and comprehensive MTM research process seeks to identify and blend specialist investment managers within the Australian share asset class.

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 -12.51% -17.73% -26.41% -% -% -% -% -%
Growth return -12.51% -17.73% -26.41% -% -% -% -% -%
Income return 0% 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 Oct 2008. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
93.72%
International Equities
4.82%
Cash
-0.78%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
First Quest Allocated Pension - Custom Choice (W) Australian Share
Closed
Synergy Capital Management Limited
Equity Australia Large Blend
Not Rated
Allocated Pension
12 Dec 2007
$0 million (as at 31 Dec 2008)
$0.6508 (as at 31 Oct 2008)
$0.6469 (as at 31 Oct 2008)
Finalised
Offer information
Type Description
Standard entry fee 5.13%
Minimum initial investment $2,000.00

FAQs about the First Quest Allocated Pension - Custom Choice (W) Australian Share

The objective of the First Quest Allocated Pension - Custom Choice (W) Australian Share managed fund is The Fund aims to provide capital growth over the medium to long-term (at least 5 years) and returns above the S&P/ASX 200 Accumulation Index, over rolling three year periods.

The strategy of the First Quest Allocated Pension - Custom Choice (W) Australian Share managed fund is The Fund employs a 'manage-the-manager' (MTM) research process, which seeks to identify and blend the best specialist investment managers within the Australian share asset class. QIC (Queensland Investment Corp.) has been appointed as the investment consultant to provide manager research and selection services for Challenger's range of MTM funds. QIC's thorough and comprehensive MTM research process seeks to identify and blend specialist investment managers within the Australian share asset class.

The APIR code of the First Quest Allocated Pension - Custom Choice (W) Australian Share managed fund is .

First Quest Allocated Pension - Custom Choice (W) Australian Share’s total return last month was -12.51%. This was made up of a growth return of -12.51% and an income return of 0%. These returns were calculated as at 31 Oct 2008.

First Quest Allocated Pension - Custom Choice (W) Australian Share’s total return for the last three months was -17.73%. This was made up of a growth return of -17.73% and an income return of 0%%. These returns were calculated as at 31 Oct 2008.

First Quest Allocated Pension - Custom Choice (W) Australian Share’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 Oct 2008.

First Quest Allocated Pension - Custom Choice (W) Australian Share’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 Oct 2008.

The asset allocation of the First Quest Allocated Pension - Custom Choice (W) Australian Share managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the First Quest Allocated Pension - Custom Choice (W) Australian Share managed fund is Synergy Capital Management Limited.

The First Quest Allocated Pension - Custom Choice (W) Australian Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Dec 2008, the size of the First Quest Allocated Pension - Custom Choice (W) Australian Share managed fund was $0 million.

The First Quest Allocated Pension - Custom Choice (W) Australian Share managed fund has an inception date of 12 Dec 2007.

The current entry price of the First Quest Allocated Pension - Custom Choice (W) Australian Share managed fund is $0.6508 per unit and the current exit price is $0.6469 per unit (as at 31 Oct 2008).

The current exit price of the First Quest Allocated Pension - Custom Choice (W) Australian Share managed fund is $0.6469 per unit and the current entry price is $0.6508 per unit (as at 31 Oct 2008).

The minimum initial investment amount for the First Quest Allocated Pension - Custom Choice (W) Australian Share managed fund is $2,000.

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.