InvestSMART

Redweaver Equities Trust - Managed Fund (Closed)

Fund Objective
To outpace inflation.
Fund Strategy
Active trading on the Australian Stock Exchange.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0% -2.44% -3.61% 8.11% -23.3% -19.93% -34.2% -%
Growth return 0% -2.44% -3.61% 8.11% -23.3% -20.63% -37.57% -%
Income return 0% 0% 0% 0% 0% 0.7% 3.37% -%
Market index (S&P/ASX 200 TR AUD)
Total return 0.39% 2.7% 11.09% 12.46% 18.51% 13.08% 12.64% 9.68%
As at 31 Jan 1992. 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
94.89%
International Equities
4.69%
Cash
-0.43%
Property & Infrastructure
1.40%
Fixed Interest
-0.49%
Alternatives
-0.06%

General Information

Fund Details
Type Description
Redweaver Equities Trust
Closed
Redweaver Investments Ltd
Equity Australia Other
Not Rated
Investment Fund
27 Feb 1984
$0.04 million (as at 31 Dec 1990)
$0.2125 (as at 30 Jan 1992)
$0.2 (as at 30 Jan 1992)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the Redweaver Equities Trust

The objective of the Redweaver Equities Trust managed fund is To outpace inflation.

The strategy of the Redweaver Equities Trust managed fund is Active trading on the Australian Stock Exchange.

The APIR code of the Redweaver Equities Trust managed fund is .

Redweaver Equities Trust’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 31 Jan 1992.

Redweaver Equities Trust’s total return for the last three months was -2.44%. This was made up of a growth return of -2.44% and an income return of 0%%. These returns were calculated as at 31 Jan 1992.

Redweaver Equities Trust’s one-year total return is 8.11%. This was made up of a growth return of 8.11% and an income return of 0%. These returns were calculated as at 31 Jan 1992.

Redweaver Equities Trust’s one-year total return is -19.93%. This was made up of a growth return of -20.63% and an income return of 0.7%. These returns were calculated as at 31 Jan 1992.

The asset allocation of the Redweaver Equities Trust managed fund is :

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

The Responsible Entity for the Redweaver Equities Trust managed fund is Redweaver Investments Ltd.

The Redweaver Equities Trust managed fund belongs to the Equity Australia Other sector/asset class.

As at 31 Dec 1990, the size of the Redweaver Equities Trust managed fund was $0.04 million.

The Redweaver Equities Trust managed fund has an inception date of 27 Feb 1984.

The current entry price of the Redweaver Equities Trust managed fund is $0.2125 per unit and the current exit price is $0.2 per unit (as at 30 Jan 1992).

The current exit price of the Redweaver Equities Trust managed fund is $0.2 per unit and the current entry price is $0.2125 per unit (as at 30 Jan 1992).

The minimum initial investment amount for the Redweaver Equities Trust 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.