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  5. Synergy (PST) Barclays Diversified Growth - Managed fund profile

Synergy (PST) Barclays Diversified Growth - Managed Fund (Closed)

Fund Objective
To provide returns (before fees) that exceed those of the neutral portfolio benchmark over rolling 3 year periods.
Fund Strategy
The fund invests into a variety of asset classes including Australian and international shares, Australian and international fixed interest securities, listed property, global listed infrastructure, commodities and cash. The minimum recommended invest period for the fund is 3 to 5 years.

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 1.19% 3.93% 9.71% 14.66% 16.65% 7.48% 6.09% 8.51%
Growth return 1.19% 3.93% 9.71% 14.66% 16.65% 7.48% 6.09% 8.51%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.72% 6.62% 4.1% 10.61% 11.6% 10.22% 9.06% 7.43%
As at 28 Feb 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Synergy (PST) Barclays Diversified Growth
Australian Equities
22.25%
International Equities
47.21%
Cash
5.78%
Property & Infrastructure
4.62%
Fixed Interest
20.14%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.28%
Cash
6.12%
Property & Infrastructure
6.34%
Fixed Interest
20.98%
Alternatives
4.01%

General Information

Fund Details
Type Description
Synergy (PST) Barclays Diversified Growth
Closed
Synergy Capital Management Limited
Multisector Growth
Not Rated
Superannuation Fund
18 Nov 1992
n/a
$3.3624 (as at 25 Feb 2005)
$3.3456 (as at 25 Feb 2005)
Finalised
Offer information
Type Description

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
BlackRock Advantage World Eq X AUD Acc Mutual Fund - Open End 28.50%
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FAQs about the Synergy (PST) Barclays Diversified Growth

The objective of the Synergy (PST) Barclays Diversified Growth managed fund is To provide returns (before fees) that exceed those of the neutral portfolio benchmark over rolling 3 year periods.

The strategy of the Synergy (PST) Barclays Diversified Growth managed fund is The fund invests into a variety of asset classes including Australian and international shares, Australian and international fixed interest securities, listed property, global listed infrastructure, commodities and cash. The minimum recommended invest period for the fund is 3 to 5 years.

The APIR code of the Synergy (PST) Barclays Diversified Growth managed fund is .

Synergy (PST) Barclays Diversified Growth’s total return last month was 1.19%. This was made up of a growth return of 1.19% and an income return of 0%. These returns were calculated as at 28 Feb 2005.

Synergy (PST) Barclays Diversified Growth’s total return for the last three months was 3.93%. This was made up of a growth return of 3.93% and an income return of 0%%. These returns were calculated as at 28 Feb 2005.

Synergy (PST) Barclays Diversified Growth’s one-year total return is 14.66%. This was made up of a growth return of 14.66% and an income return of 0%. These returns were calculated as at 28 Feb 2005.

Synergy (PST) Barclays Diversified Growth’s one-year total return is 7.48%. This was made up of a growth return of 7.48% and an income return of 0%. These returns were calculated as at 28 Feb 2005.

The asset allocation of the Synergy (PST) Barclays Diversified Growth managed fund is :

Australian Equities
22.25%
International Equities
47.21%
Cash
5.78%
Property & Infrastructure
4.62%
Fixed Interest
20.14%
Alternatives
0%

The Responsible Entity for the Synergy (PST) Barclays Diversified Growth managed fund is Synergy Capital Management Limited.

The Synergy (PST) Barclays Diversified Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Jun 2006, the size of the Synergy (PST) Barclays Diversified Growth managed fund was $ million.

The Synergy (PST) Barclays Diversified Growth managed fund has an inception date of 18 Nov 1992.

The current entry price of the Synergy (PST) Barclays Diversified Growth managed fund is $3.3624 per unit and the current exit price is $3.3456 per unit (as at 25 Feb 2005).

The current exit price of the Synergy (PST) Barclays Diversified Growth managed fund is $3.3456 per unit and the current entry price is $3.3624 per unit (as at 25 Feb 2005).

The minimum initial investment amount for the Synergy (PST) Barclays Diversified Growth managed fund is $.

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.