InvestSMART

Syd Fund Mgrs Superannuation Trust - Managed Fund (Closed)

Fund Objective
Maximise the growth of fund value.
Fund Strategy
Invest in a mix of assets including a minimum of 25% of the portfolio invested in fixed interest securities at all times.

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 3.97% 2.51% -2.08% 12.58% 5.88% -% -% -%
Growth return 3.97% 2.51% -2.08% 12.58% 5.88% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 3.55% 0.46% 0.37% 11.47% 10.56% 10.17% 6.99% 8.06%
As at 31 Jan 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
Alternatives
4.79%
Australian Equities
27.58%
International Equities
34.91%
Cash
5.48%
Property & Infrastructure
5.93%
Fixed Interest
21.31%

General Information

Fund Details
Type Description
Syd Fund Mgrs Superannuation Trust
Closed
Sydney Fund Managers Limited
Multisector Growth
Not Rated
Superannuation Fund
6 Jun 1986
$1 million (as at 28 Feb 1989)
$1.7926 (as at 27 Feb 1989)
$1.6818 (as at 27 Feb 1989)
Finalised
Offer information
Type Description
Minimum initial investment $2,000.00
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FAQs about the Syd Fund Mgrs Superannuation Trust

The objective of the Syd Fund Mgrs Superannuation Trust managed fund is Maximise the growth of fund value.

The strategy of the Syd Fund Mgrs Superannuation Trust managed fund is Invest in a mix of assets including a minimum of 25% of the portfolio invested in fixed interest securities at all times.

The APIR code of the Syd Fund Mgrs Superannuation Trust managed fund is .

Syd Fund Mgrs Superannuation Trust’s total return last month was 3.97%. This was made up of a growth return of 3.97% and an income return of 0%. These returns were calculated as at 31 Jan 1989.

Syd Fund Mgrs Superannuation Trust’s total return for the last three months was 2.51%. This was made up of a growth return of 2.51% and an income return of 0%%. These returns were calculated as at 31 Jan 1989.

Syd Fund Mgrs Superannuation Trust’s one-year total return is 12.58%. This was made up of a growth return of 12.58% and an income return of 0%. These returns were calculated as at 31 Jan 1989.

Syd Fund Mgrs Superannuation Trust’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 Jan 1989.

The asset allocation of the Syd Fund Mgrs Superannuation Trust managed fund is :

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

The Responsible Entity for the Syd Fund Mgrs Superannuation Trust managed fund is Sydney Fund Managers Limited.

The Syd Fund Mgrs Superannuation Trust managed fund belongs to the Multisector Growth sector/asset class.

As at 28 Feb 1989, the size of the Syd Fund Mgrs Superannuation Trust managed fund was $1 million.

The Syd Fund Mgrs Superannuation Trust managed fund has an inception date of 6 Jun 1986.

The current entry price of the Syd Fund Mgrs Superannuation Trust managed fund is $1.7926 per unit and the current exit price is $1.6818 per unit (as at 27 Feb 1989).

The current exit price of the Syd Fund Mgrs Superannuation Trust managed fund is $1.6818 per unit and the current entry price is $1.7926 per unit (as at 27 Feb 1989).

The minimum initial investment amount for the Syd Fund Mgrs Superannuation Trust managed fund is $2,000.

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.