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  5. Synergy (PST) BT Conservative Outlook - Managed fund profile

Synergy (PST) BT Conservative Outlook - Managed Fund (Closed)

Fund Objective
The Fund aims to earn consistent returns in the medium term, while maintaining the stability of the capital invested.
Fund Strategy
The Fund invests in a high proportion of defensive assets with some exposure to growth assets.

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 0.45% 1.82% 4.92% 7.84% 8.27% 5.83% 4.79% 6.62%
Growth return 0.45% 1.82% 4.92% 7.84% 8.27% 5.83% 4.79% 6.62%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.71% 3.11% 3.39% 6.96% 7.42% 5.65% 3.85% 4.23%
As at 28 Feb 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Synergy (PST) BT Conservative Outlook
Australian Equities
8.96%
International Equities
14.94%
Cash
13.59%
Property & Infrastructure
4.12%
Fixed Interest
46.15%
Alternatives
12.24%
Average Allocation of Peers
Australian Equities
10.84%
International Equities
15.24%
Cash
15.01%
Property & Infrastructure
3.67%
Fixed Interest
49.61%
Alternatives
5.63%

General Information

Fund Details
Type Description
Synergy (PST) BT Conservative Outlook
Closed
Synergy Capital Management Limited
Multisector Moderate
Not Rated
Superannuation Fund
4 Mar 1993
n/a
$3.0296 (as at 25 Feb 2005)
$3.0236 (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
Australia (Commonwealth of) 4.25% Bond - Gov't/Treasury 3.35%
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FAQs about the Synergy (PST) BT Conservative Outlook

The objective of the Synergy (PST) BT Conservative Outlook managed fund is The Fund aims to earn consistent returns in the medium term, while maintaining the stability of the capital invested.

The strategy of the Synergy (PST) BT Conservative Outlook managed fund is The Fund invests in a high proportion of defensive assets with some exposure to growth assets.

The APIR code of the Synergy (PST) BT Conservative Outlook managed fund is .

Synergy (PST) BT Conservative Outlook’s total return last month was 0.45%. This was made up of a growth return of 0.45% and an income return of 0%. These returns were calculated as at 28 Feb 2005.

Synergy (PST) BT Conservative Outlook’s total return for the last three months was 1.82%. This was made up of a growth return of 1.82% and an income return of 0%%. These returns were calculated as at 28 Feb 2005.

Synergy (PST) BT Conservative Outlook’s one-year total return is 7.84%. This was made up of a growth return of 7.84% and an income return of 0%. These returns were calculated as at 28 Feb 2005.

Synergy (PST) BT Conservative Outlook’s one-year total return is 5.83%. This was made up of a growth return of 5.83% and an income return of 0%. These returns were calculated as at 28 Feb 2005.

The asset allocation of the Synergy (PST) BT Conservative Outlook managed fund is :

Australian Equities
8.96%
International Equities
14.94%
Cash
13.59%
Property & Infrastructure
4.12%
Fixed Interest
46.15%
Alternatives
12.24%

The Responsible Entity for the Synergy (PST) BT Conservative Outlook managed fund is Synergy Capital Management Limited.

The Synergy (PST) BT Conservative Outlook managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Jun 2006, the size of the Synergy (PST) BT Conservative Outlook managed fund was $ million.

The Synergy (PST) BT Conservative Outlook managed fund has an inception date of 4 Mar 1993.

The current entry price of the Synergy (PST) BT Conservative Outlook managed fund is $3.0296 per unit and the current exit price is $3.0236 per unit (as at 25 Feb 2005).

The current exit price of the Synergy (PST) BT Conservative Outlook managed fund is $3.0236 per unit and the current entry price is $3.0296 per unit (as at 25 Feb 2005).

The minimum initial investment amount for the Synergy (PST) BT Conservative Outlook 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.