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  5. Synergy (PST) Colonial Diversified Pool - Managed fund profile

Synergy (PST) Colonial Diversified Pool - Managed Fund (Closed)

Fund Objective
To provide medium-to-long-term capital growth, together with some income, by investing in cash, fixed interest, property and shares.
Fund Strategy
The broad asset allocation is to be 70% invested in growth assets (shares and property) and 30% in defensive assets (fixed interest and cash). Allocations are reviewed regularly although a reallocation is only considered in response to a fundamental change in long-term expectations or market demand. We seek to add value through a disciplined approach to selection of the shares and other assets held in the fund. For risk management purposes, the fund may hedge some of its currency exposure.

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% 4.35% 7.91% 13.86% 12.31% 4.22% 3.85% -%
Growth return 1.19% 4.35% 7.91% 13.86% 12.31% 4.22% 3.85% -%
Income return 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) Colonial Diversified Pool
Australian Equities
32.47%
International Equities
31.70%
Cash
6.12%
Property & Infrastructure
5.25%
Fixed Interest
24.46%
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) Colonial Diversified Pool
Closed
Synergy Capital Management Limited
Multisector Growth
Not Rated
Superannuation Fund
25 Mar 1998
n/a
$1.4114 (as at 25 Feb 2005)
$1.4058 (as at 25 Feb 2005)
Finalised
Offer information
Type Description

FAQs about the Synergy (PST) Colonial Diversified Pool

The objective of the Synergy (PST) Colonial Diversified Pool managed fund is To provide medium-to-long-term capital growth, together with some income, by investing in cash, fixed interest, property and shares.

The strategy of the Synergy (PST) Colonial Diversified Pool managed fund is The broad asset allocation is to be 70% invested in growth assets (shares and property) and 30% in defensive assets (fixed interest and cash). Allocations are reviewed regularly although a reallocation is only considered in response to a fundamental change in long-term expectations or market demand. We seek to add value through a disciplined approach to selection of the shares and other assets held in the fund. For risk management purposes, the fund may hedge some of its currency exposure.

The APIR code of the Synergy (PST) Colonial Diversified Pool managed fund is .

Synergy (PST) Colonial Diversified Pool’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) Colonial Diversified Pool’s total return for the last three months was 4.35%. This was made up of a growth return of 4.35% and an income return of 0%%. These returns were calculated as at 28 Feb 2005.

Synergy (PST) Colonial Diversified Pool’s one-year total return is 13.86%. This was made up of a growth return of 13.86% and an income return of 0%. These returns were calculated as at 28 Feb 2005.

Synergy (PST) Colonial Diversified Pool’s one-year total return is 4.22%. This was made up of a growth return of 4.22% and an income return of 0%. These returns were calculated as at 28 Feb 2005.

The asset allocation of the Synergy (PST) Colonial Diversified Pool managed fund is :

Australian Equities
32.47%
International Equities
31.70%
Cash
6.12%
Property & Infrastructure
5.25%
Fixed Interest
24.46%
Alternatives
0%

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

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

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

The Synergy (PST) Colonial Diversified Pool managed fund has an inception date of 25 Mar 1998.

The current entry price of the Synergy (PST) Colonial Diversified Pool managed fund is $1.4114 per unit and the current exit price is $1.4058 per unit (as at 25 Feb 2005).

The current exit price of the Synergy (PST) Colonial Diversified Pool managed fund is $1.4058 per unit and the current entry price is $1.4114 per unit (as at 25 Feb 2005).

The minimum initial investment amount for the Synergy (PST) Colonial Diversified Pool 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.