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  5. First Quest Super - Custom Choice (W) International Share - Managed fund profile

First Quest Super - Custom Choice (W) International Share - Managed Fund (Closed)

Fund Objective
The Fund aims to outperform the MSCI World All Countries (ex-Australia) Index, Net Dividends Reinvested - hedged to $A1, over rolling four-year periods.
Fund Strategy
The fund believes the key to producing the best possible returns for investors is to select a small number of quality managers that can run concentrated portfolios of securities that they believe have the most potential to outperform the market.

Fund Performance Comparison

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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.
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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 -23.03% -35.05% -40.24% -45.57% -% -% -% -%
Growth return -23.03% -35.05% -40.24% -45.57% -% -% -% -%
Income return 0% 0% 0% 0% -% -% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.02% 14.06% 20.11% 28.72% 15.87% 14.43% -% 13.43%
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
International Equities
91.83%
Australian Equities
3.40%
Cash
2.94%
Property
1.81%
Fixed Interest
-0.04%
Alternatives
0.06%

General Information

Fund Details
Type Description
First Quest Super - Custom Choice (W) International Share (Wholesale)
Closed
Synergy Capital Management Limited
Equity World Large Blend
Not Rated
Superannuation Fund
2 Apr 2007
$0.03 million (as at 31 Dec 2008)
$0.59 (as at 31 Oct 2008)
$0.5865 (as at 31 Oct 2008)
Finalised
Offer information
Type Description
Standard entry fee 5.13%
Minimum initial investment

FAQs about the First Quest Super - Custom Choice (W) International Share

The objective of the First Quest Super - Custom Choice (W) International Share managed fund is The Fund aims to outperform the MSCI World All Countries (ex-Australia) Index, Net Dividends Reinvested - hedged to $A1, over rolling four-year periods.

The strategy of the First Quest Super - Custom Choice (W) International Share managed fund is The fund believes the key to producing the best possible returns for investors is to select a small number of quality managers that can run concentrated portfolios of securities that they believe have the most potential to outperform the market.

The APIR code of the First Quest Super - Custom Choice (W) International Share managed fund is .

First Quest Super - Custom Choice (W) International Share’s total return last month was -23.03%. This was made up of a growth return of -23.03% and an income return of 0%. These returns were calculated as at 31 Oct 2008.

First Quest Super - Custom Choice (W) International Share’s total return for the last three months was -35.05%. This was made up of a growth return of -35.05% and an income return of 0%%. These returns were calculated as at 31 Oct 2008.

First Quest Super - Custom Choice (W) International Share’s one-year total return is -45.57%. This was made up of a growth return of -45.57% and an income return of 0%. These returns were calculated as at 31 Oct 2008.

First Quest Super - Custom Choice (W) International 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 Super - Custom Choice (W) International Share managed fund is :

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

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

The First Quest Super - Custom Choice (W) International Share managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Dec 2008, the size of the First Quest Super - Custom Choice (W) International Share managed fund was $0.03 million.

The First Quest Super - Custom Choice (W) International Share managed fund has an inception date of 2 Apr 2007.

The current entry price of the First Quest Super - Custom Choice (W) International Share managed fund is $0.59 per unit and the current exit price is $0.5865 per unit (as at 31 Oct 2008).

The current exit price of the First Quest Super - Custom Choice (W) International Share managed fund is $0.5865 per unit and the current entry price is $0.59 per unit (as at 31 Oct 2008).

The minimum initial investment amount for the First Quest Super - Custom Choice (W) International Share 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.