InvestSMART

Synergy (PST) Zurich Managed International - Managed Fund (Closed)

Fund Objective
To provide investors with long-term capital growth and the benefits of global diversification by using several investment managers
Fund Strategy
This option invests in a broad selection of companies listed on foreign stock exchanges. The option is designed to reduce overall portfolio risk by spreading the option's investments across a number of investment managers with complementary investment management styles.

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 2.51% 1.68% 4.77% 8.97% 11.09% -3.3% -2.31% -%
Growth return 2.51% 1.68% 4.77% 8.97% 11.09% -3.3% -2.31% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (MSCI World Ex Australia NR AUD)
Total return -0.9% 2.55% 8.85% 12.53% 21.5% 22.08% 15.57% 13.23%
As at 28 Feb 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Synergy (PST) Zurich Managed International
International Equities
99.22%
Cash
0.78%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
90.82%
Cash
1.68%
Australian Equities
7.02%
Property & Infrastructure
0.21%
Fixed Interest
-0.01%
Alternatives
0.29%

General Information

Fund Details
Type Description
Synergy (PST) Zurich Managed International
Closed
Synergy Capital Management Limited
Equity World Large Growth
Not Rated
Superannuation Fund
1 Apr 1998
n/a
$1.0895 (as at 25 Feb 2005)
$1.0852 (as at 25 Feb 2005)
Finalised
Offer information
Type Description
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FAQs about the Synergy (PST) Zurich Managed International

The objective of the Synergy (PST) Zurich Managed International managed fund is To provide investors with long-term capital growth and the benefits of global diversification by using several investment managers

The strategy of the Synergy (PST) Zurich Managed International managed fund is This option invests in a broad selection of companies listed on foreign stock exchanges. The option is designed to reduce overall portfolio risk by spreading the option's investments across a number of investment managers with complementary investment management styles.

The APIR code of the Synergy (PST) Zurich Managed International managed fund is .

Synergy (PST) Zurich Managed International’s total return last month was 2.51%. This was made up of a growth return of 2.51% and an income return of 0%. These returns were calculated as at 28 Feb 2005.

Synergy (PST) Zurich Managed International’s total return for the last three months was 1.68%. This was made up of a growth return of 1.68% and an income return of 0%%. These returns were calculated as at 28 Feb 2005.

Synergy (PST) Zurich Managed International’s one-year total return is 8.97%. This was made up of a growth return of 8.97% and an income return of 0%. These returns were calculated as at 28 Feb 2005.

Synergy (PST) Zurich Managed International’s one-year total return is -3.3%. This was made up of a growth return of -3.3% and an income return of 0%. These returns were calculated as at 28 Feb 2005.

The asset allocation of the Synergy (PST) Zurich Managed International managed fund is :

International Equities
99.22%
Cash
0.78%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Synergy (PST) Zurich Managed International managed fund is Synergy Capital Management Limited.

The Synergy (PST) Zurich Managed International managed fund belongs to the Equity World Large Growth sector/asset class.

As at 30 Jun 2006, the size of the Synergy (PST) Zurich Managed International managed fund was $ million.

The Synergy (PST) Zurich Managed International managed fund has an inception date of 1 Apr 1998.

The current entry price of the Synergy (PST) Zurich Managed International managed fund is $1.0895 per unit and the current exit price is $1.0852 per unit (as at 25 Feb 2005).

The current exit price of the Synergy (PST) Zurich Managed International managed fund is $1.0852 per unit and the current entry price is $1.0895 per unit (as at 25 Feb 2005).

The minimum initial investment amount for the Synergy (PST) Zurich Managed International 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.