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Synergy (PST) Tyndall Life Equity Pool - Managed Fund (Closed)

Fund Objective
The Fund aims to outperform the S&P/ASX 200 Accumulation Index by more than 2.5% p.a. over rolling five-year periods, before fees, expenses and tax.
Fund Strategy
The Fund is a managed investment scheme that invests predominantly, directly or indirectly, in a selection of Australian shares, with a strong preference for readily marketable securities. The Fund is designed for investors looking for long-term returns (capital growth and income) from a portfolio of shares which is actively managed by an investment team that seeks to identify shares that represent good value.

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 3.48% 7.31% 17.18% 30.03% 26.56% 15.92% 17.7% -%
Growth return 3.48% 7.31% 17.18% 30.03% 26.56% 15.92% 17.7% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 TR AUD)
Total return 1.78% 0.36% 3.06% 7.37% 11.2% 9.81% 10.21% 10.12%
As at 28 Feb 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Synergy (PST) Tyndall Life Equity Pool
Australian Equities
98%
Cash
2%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
95.81%
Cash
-1.04%
International Equities
4.26%
Property & Infrastructure
1.32%
Fixed Interest
-0.33%
Alternatives
-0.02%

General Information

Fund Details
Type Description
Synergy (PST) Tyndall Life Equity Pool
Closed
Synergy Capital Management Limited
Equity Australia Large Value
Not Rated
Superannuation Fund
6 Dec 1995
n/a
$4.7076 (as at 25 Feb 2005)
$4.7076 (as at 25 Feb 2005)
Finalised
Offer information
Type Description

Top 10 holdings (as at 30 Nov 2025)

Holding (as at 30 Nov 2025) Type % of Portfolio
BHP Group Ltd Equity 6.71%
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FAQs about the Synergy (PST) Tyndall Life Equity Pool

The objective of the Synergy (PST) Tyndall Life Equity Pool managed fund is The Fund aims to outperform the S&P/ASX 200 Accumulation Index by more than 2.5% p.a. over rolling five-year periods, before fees, expenses and tax.

The strategy of the Synergy (PST) Tyndall Life Equity Pool managed fund is The Fund is a managed investment scheme that invests predominantly, directly or indirectly, in a selection of Australian shares, with a strong preference for readily marketable securities. The Fund is designed for investors looking for long-term returns (capital growth and income) from a portfolio of shares which is actively managed by an investment team that seeks to identify shares that represent good value.

The APIR code of the Synergy (PST) Tyndall Life Equity Pool managed fund is .

Synergy (PST) Tyndall Life Equity Pool’s total return last month was 3.48%. This was made up of a growth return of 3.48% and an income return of 0%. These returns were calculated as at 28 Feb 2005.

Synergy (PST) Tyndall Life Equity Pool’s total return for the last three months was 7.31%. This was made up of a growth return of 7.31% and an income return of 0%%. These returns were calculated as at 28 Feb 2005.

Synergy (PST) Tyndall Life Equity Pool’s one-year total return is 30.03%. This was made up of a growth return of 30.03% and an income return of 0%. These returns were calculated as at 28 Feb 2005.

Synergy (PST) Tyndall Life Equity Pool’s one-year total return is 15.92%. This was made up of a growth return of 15.92% and an income return of 0%. These returns were calculated as at 28 Feb 2005.

The asset allocation of the Synergy (PST) Tyndall Life Equity Pool managed fund is :

Australian Equities
98%
Cash
2%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Synergy (PST) Tyndall Life Equity Pool managed fund is Synergy Capital Management Limited.

The Synergy (PST) Tyndall Life Equity Pool managed fund belongs to the Equity Australia Large Value sector/asset class.

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

The Synergy (PST) Tyndall Life Equity Pool managed fund has an inception date of 6 Dec 1995.

The current entry price of the Synergy (PST) Tyndall Life Equity Pool managed fund is $4.7076 per unit and the current exit price is $4.7076 per unit (as at 25 Feb 2005).

The current exit price of the Synergy (PST) Tyndall Life Equity Pool managed fund is $4.7076 per unit and the current entry price is $4.7076 per unit (as at 25 Feb 2005).

The minimum initial investment amount for the Synergy (PST) Tyndall Life Equity 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.