First Quest Super - UBS Cash Plus Pool - Managed Fund

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.

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 - - - - - - - -
Growth return - - - - - - - -
Income return - - - - - - - -
Market index (Bloomberg AusBond Bank 0+Y TR AUD)
Total return 0.08 0.29 - 1.74 1.81 1.79 2.01 2.94
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

First Quest Super - UBS Cash Plus Pool
Fixed Interest
100%
International Equities
0%
Cash
0%
Alternatives
0%
Average Allocation of Peers
Fixed Interest
48.96%
International Equities
0.02%
Cash
50.98%
Alternatives
0.04%

General Information

Fund Details
Type Description
First Quest Super - UBS Cash Plus Pool
Closed
Synergy Capital Management Limited
Australian Short Term Fixed Interest
Not Rated
Superannuation Fund
18 Sep 2007
n/a
n/a
n/a
Fund Objective
The Fund aims to provide a total return (after ongoing fees) in excess of the UBS Australian Bank Bill Index (Benchmark) when measured over rolling 12 month periods.
Fund Strategy
The Fund is an actively managed $A portfolio of high quality short term deposits, cash equivalent securities, fixed income securities and interest rate investment contracts (or equivalent). The Fund will invest in longer dated fixed income securities when we are confident that these investments will achieve superior risk adjusted returns compared with bank bills. The Fund may also invest in financial derivatives to gain exposure to relevant markets and to limit the risk of adverse interest rate movements.
Offer information
Type Description
Standard entry fee 5.13%
Minimum initial investment $2,000.00

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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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%