Man AHL Gold (AUD) - Managed Fund

Fund Performance Comparison

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Fees Comparison

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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 -3.38 -7.33 -10.62 -9.45 -9.57 -3.96 1.58 -
Growth return -3.38 -7.33 -10.62 -9.45 -9.57 -3.96 1.58 -
Income return 0 0 0 0 0 0 0 -
Market index (Morningstar Long-Only Commodity TR AUD)
Total return 0.43 6.83 10.48 22.11 2.74 -2.81 -2.98 -4.73
As as 30 Jun 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Alternatives
94.86%
Cash
5.14%

General Information

Fund Details
Type Description
Man AHL Gold (AUD)
HSBC Trustee (Cook Islands) Ltd
MAN0038CK
Commodities & Precious Metals
Not Rated
Investment Fund
2 Feb 2010
n/a
$1.3166 (as at 9 Jul 2018)
$1.3166 (as at 9 Jul 2018)
Fund Objective
Man AHL Gold (AUD) aims to generate medium term capital growth in both rising and falling markets by providing access to the AHL Diversified Program and the Gold Investment.
Fund Strategy
The Company's investment strategy is to access the performance of the AHL Diversified Program as well as the Gold Investment. The AHL Diversified Program, managed by Man Investments in London, seeks to identify opportunities to profit from price movements, take advantage of strong market trends and exploit other market inefficiencies in over 200 international markets. The Gold Investment seeks to provide exposure to movements in the value of gold.
Offer information
Type Description
Standard entry fee 3%
Minimum initial investment $20,000
Minimum additional investments $5,000.00
Minimum redemption amount $5,000.00

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
© 2017 Morningstar. All rights reserved. Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. No Morningstar-affiliated company or any of their employees is providing you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. 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.

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Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%.

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76%

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Our Managed Funds

Returns Since Inception *
Intelligent Investor Equity Income 12.36%
InvestSMART International Equities 11.46%
Intelligent Investor Equity Growth 11.28%
InvestSMART Australian Small Companies Fund 10.65%
InvestSMART Core Growth 7.81%
InvestSMART Diversified Property and Infrastructure 5.31%
InvestSMART Diversified Income 4.50%
InvestSMART Hybrid Income 3.81%
InvestSMART Interest Income 2.13%

* Returns p.a. since inception after investment & admin fees

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