InvestSMART

Synergy (PST) Beac Australian First Sht Tm Pol - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
N/A

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 0% -% -% 5.42% -% -% -% -%
Growth return 0% 2.77% 2.77% 5.42% -% -% -% -%
Income return 0% -% -% 0% -% -% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 0.21% -1.29% -0.51% 3.2% 3.05% 2.85% -0.31% 1.93%
As at 31 Mar 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Synergy (PST) Beac Australian First Sht Tm Pol
Cash
35%
Fixed Interest
65%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Cash
8.05%
Fixed Interest
91.03%
Australian Equities
0.58%
International Equities
0%
Property & Infrastructure
0.12%
Alternatives
0.21%

General Information

Fund Details
Type Description
Synergy (PST) Beac Australian First Sht Tm Pol
Closed
Synergy Capital Management Limited
Bonds - Australia
Not Rated
Superannuation Fund
1 Jul 2002
$0 million (as at 30 Sep 2004)
$0.9824 (as at 31 Mar 2004)
$0.9824 (as at 31 Mar 2004)
Finalised
Offer information
Type Description
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FAQs about the Synergy (PST) Beac Australian First Sht Tm Pol

The objective of the Synergy (PST) Beac Australian First Sht Tm Pol managed fund is N/A

The strategy of the Synergy (PST) Beac Australian First Sht Tm Pol managed fund is N/A

The APIR code of the Synergy (PST) Beac Australian First Sht Tm Pol managed fund is .

Synergy (PST) Beac Australian First Sht Tm Pol’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 Mar 2004.

Synergy (PST) Beac Australian First Sht Tm Pol’s total return for the last three months was -%. This was made up of a growth return of 2.77% and an income return of -%%. These returns were calculated as at 31 Mar 2004.

Synergy (PST) Beac Australian First Sht Tm Pol’s one-year total return is 5.42%. This was made up of a growth return of 5.42% and an income return of 0%. These returns were calculated as at 31 Mar 2004.

Synergy (PST) Beac Australian First Sht Tm Pol’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 Mar 2004.

The asset allocation of the Synergy (PST) Beac Australian First Sht Tm Pol managed fund is :

Cash
35%
Fixed Interest
65%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Synergy (PST) Beac Australian First Sht Tm Pol managed fund is Synergy Capital Management Limited.

The Synergy (PST) Beac Australian First Sht Tm Pol managed fund belongs to the Bonds - Australia sector/asset class.

As at 30 Sep 2004, the size of the Synergy (PST) Beac Australian First Sht Tm Pol managed fund was $0 million.

The Synergy (PST) Beac Australian First Sht Tm Pol managed fund has an inception date of 1 Jul 2002.

The current entry price of the Synergy (PST) Beac Australian First Sht Tm Pol managed fund is $0.9824 per unit and the current exit price is $0.9824 per unit (as at 31 Mar 2004).

The current exit price of the Synergy (PST) Beac Australian First Sht Tm Pol managed fund is $0.9824 per unit and the current entry price is $0.9824 per unit (as at 31 Mar 2004).

The minimum initial investment amount for the Synergy (PST) Beac Australian First Sht Tm Pol 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.