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  5. HSBC FChoice PST - Cash Management Trust - Managed fund profile

HSBC FChoice PST - Cash Management Trust - Managed Fund (Closed)

Fund Objective
To provide capital stability.
Fund Strategy
Invests primarily in cash and short-term securities. The Fund will have exposure to a range of securities including short-term fixed interest securities, reset securities (e.g. floating rate notes, mortgage-backed securities), cash and deposits.

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 0.26% 0.81% 2.03% 3.26% 3.35% 3.9% 3.93% 4.5%
Growth return 0.26% 0.81% 2.03% 3.26% 3.35% 3.9% 3.93% 4.5%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.36% 1.07% 2.15% 4.21% 3.33% 2.23% 1.56% 1.82%
As at 30 Apr 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

HSBC FChoice PST - Cash Management Trust
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
46.44%
Australian Equities
5.98%
International Equities
9.98%
Property
2.07%
Fixed Interest
15.58%
Alternatives
19.95%

General Information

Fund Details
Type Description
HSBC FChoice PST - Cash Management Trust (Wholesale)
Closed
HSBC Investment Funds Australia Limited
WAR0501AU
Australian Cash
Not Rated
Superannuation Fund
9 Jul 1990
$0.07 million (as at 31 Mar 2003)
$1.9023 (as at 30 Apr 2003)
$1.9022 (as at 30 Apr 2003)
Finalised
Offer information
Type Description
Minimum initial investment $50,000

FAQs about the HSBC FChoice PST - Cash Management Trust

The objective of the HSBC FChoice PST - Cash Management Trust managed fund is To provide capital stability.

The strategy of the HSBC FChoice PST - Cash Management Trust managed fund is Invests primarily in cash and short-term securities. The Fund will have exposure to a range of securities including short-term fixed interest securities, reset securities (e.g. floating rate notes, mortgage-backed securities), cash and deposits.

The APIR code of the HSBC FChoice PST - Cash Management Trust managed fund is WAR0501AU.

HSBC FChoice PST - Cash Management Trust’s total return last month was 0.26%. This was made up of a growth return of 0.26% and an income return of 0%. These returns were calculated as at 30 Apr 2003.

HSBC FChoice PST - Cash Management Trust’s total return for the last three months was 0.81%. This was made up of a growth return of 0.81% and an income return of 0%%. These returns were calculated as at 30 Apr 2003.

HSBC FChoice PST - Cash Management Trust’s one-year total return is 3.26%. This was made up of a growth return of 3.26% and an income return of 0%. These returns were calculated as at 30 Apr 2003.

HSBC FChoice PST - Cash Management Trust’s one-year total return is 3.9%. This was made up of a growth return of 3.9% and an income return of 0%. These returns were calculated as at 30 Apr 2003.

The asset allocation of the HSBC FChoice PST - Cash Management Trust managed fund is :

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

The Responsible Entity for the HSBC FChoice PST - Cash Management Trust managed fund is HSBC Investment Funds Australia Limited.

The HSBC FChoice PST - Cash Management Trust managed fund belongs to the Australian Cash sector/asset class.

As at 31 Mar 2003, the size of the HSBC FChoice PST - Cash Management Trust managed fund was $0.07 million.

The HSBC FChoice PST - Cash Management Trust managed fund has an inception date of 9 Jul 1990.

The current entry price of the HSBC FChoice PST - Cash Management Trust managed fund is $1.9023 per unit and the current exit price is $1.9022 per unit (as at 30 Apr 2003).

The current exit price of the HSBC FChoice PST - Cash Management Trust managed fund is $1.9022 per unit and the current entry price is $1.9023 per unit (as at 30 Apr 2003).

The minimum initial investment amount for the HSBC FChoice PST - Cash Management Trust managed fund is $50,000.

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.