InvestSMART

Potter Warburg Quadrant Sup - Australian Equities - Managed Fund (Closed)

Fund Objective
As above.
Fund Strategy
Invest in a core holding of leading listed companies with particular emphasis on companies which have sound flexible management and which are capable of taking advantage of future challenges and opportunities. The core portfolio is balanced with holdings in emerging companies which are considered to have strong growth potential.

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 -1.66% 2.67% 12.9% 12.43% -% -% -% -%
Growth return -1.66% 2.67% 12.9% 12.43% -% -% -% -%
Income return 0% 0% 0% 0% -% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 1.78% 0.36% 3.06% 7.37% 11.2% 9.81% 10.21% 10.12%
As at 31 Oct 1989. 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
95.81%
International Equities
4.26%
Cash
-1.04%
Property & Infrastructure
1.32%
Fixed Interest
-0.33%
Alternatives
-0.02%

General Information

Fund Details
Type Description
Potter Warburg Quadrant Sup - Australian Equities
Closed
Merrill Lynch Investment Managers, L.P
Equity Australia Other
Not Rated
Superannuation Fund
6 Apr 1988
$0.01 million (as at 26 Oct 1989)
n/a
$1.0881 (as at 27 Oct 1989)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00
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FAQs about the Potter Warburg Quadrant Sup - Australian Equities

The objective of the Potter Warburg Quadrant Sup - Australian Equities managed fund is As above.

The strategy of the Potter Warburg Quadrant Sup - Australian Equities managed fund is Invest in a core holding of leading listed companies with particular emphasis on companies which have sound flexible management and which are capable of taking advantage of future challenges and opportunities. The core portfolio is balanced with holdings in emerging companies which are considered to have strong growth potential.

The APIR code of the Potter Warburg Quadrant Sup - Australian Equities managed fund is .

Potter Warburg Quadrant Sup - Australian Equities’s total return last month was -1.66%. This was made up of a growth return of -1.66% and an income return of 0%. These returns were calculated as at 31 Oct 1989.

Potter Warburg Quadrant Sup - Australian Equities’s total return for the last three months was 2.67%. This was made up of a growth return of 2.67% and an income return of 0%%. These returns were calculated as at 31 Oct 1989.

Potter Warburg Quadrant Sup - Australian Equities’s one-year total return is 12.43%. This was made up of a growth return of 12.43% and an income return of 0%. These returns were calculated as at 31 Oct 1989.

Potter Warburg Quadrant Sup - Australian Equities’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 1989.

The asset allocation of the Potter Warburg Quadrant Sup - Australian Equities managed fund is :

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

The Responsible Entity for the Potter Warburg Quadrant Sup - Australian Equities managed fund is Merrill Lynch Investment Managers, L.P.

The Potter Warburg Quadrant Sup - Australian Equities managed fund belongs to the Equity Australia Other sector/asset class.

As at 26 Oct 1989, the size of the Potter Warburg Quadrant Sup - Australian Equities managed fund was $0.01 million.

The Potter Warburg Quadrant Sup - Australian Equities managed fund has an inception date of 6 Apr 1988.

The current entry price of the Potter Warburg Quadrant Sup - Australian Equities managed fund is $ per unit and the current exit price is $1.0881 per unit (as at 27 Oct 1989).

The current exit price of the Potter Warburg Quadrant Sup - Australian Equities managed fund is $1.0881 per unit and the current entry price is $ per unit (as at 27 Oct 1989).

The minimum initial investment amount for the Potter Warburg Quadrant Sup - Australian Equities managed fund is $1,000.

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.