InvestSMART

Synergy Sup Challenger Custom Choice 0 - Managed Fund (Closed)

Fund Objective
Provide investors with income, has limited potential for capital growth. Suggested time frame at least 2 years.
Fund Strategy
Asset allocation ranges (with benchmarks in brackets): Australian shares 0-10% (0%) ,International shares 0-10% (0%),Australian Property 0-10% (0%) ,Alternate asset-growth 0-10% (0%) ,Australian Fixed Interest 2.5-22.5% (12.5%) , International fixed interest 9-29% (19%) ,Australian mortgages 23-43% (33%) ,Australian cash 23-43% (33%) , Alternate asset-income 0-12.5 (2.5%).

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 0.69% 1.87% 3.05% 6.56% 6.07% -% -% -%
Growth return 0.69% 1.87% 3.05% 6.56% 6.07% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (MorningstarAus BBG AuBd Cmp/BCGA TR HAUD)
Total return -0.43% -0.23% 0.48% 3.8% 3.19% 3.85% -0.5% 2%
As at 31 May 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Synergy Sup Challenger Custom Choice 0
Cash
0.36%
Fixed Interest
99.64%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Cash
3.33%
Fixed Interest
93.85%
Australian Equities
0.78%
International Equities
0.77%
Property & Infrastructure
0.13%
Alternatives
1.13%

General Information

Fund Details
Type Description
Synergy Sup Challenger Custom Choice 0
Closed
Synergy Capital Management Limited
Bonds - Global / Australia
Not Rated
Superannuation Fund
24 Mar 2003
$0.01 million (as at 31 May 2005)
$1.1374 (as at 31 May 2005)
$1.1363 (as at 31 May 2005)
Finalised
Offer information
Type Description
Standard entry fee 5.13%
Minimum initial investment
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FAQs about the Synergy Sup Challenger Custom Choice 0

The objective of the Synergy Sup Challenger Custom Choice 0 managed fund is Provide investors with income, has limited potential for capital growth. Suggested time frame at least 2 years.

The strategy of the Synergy Sup Challenger Custom Choice 0 managed fund is Asset allocation ranges (with benchmarks in brackets): Australian shares 0-10% (0%) ,International shares 0-10% (0%),Australian Property 0-10% (0%) ,Alternate asset-growth 0-10% (0%) ,Australian Fixed Interest 2.5-22.5% (12.5%) , International fixed interest 9-29% (19%) ,Australian mortgages 23-43% (33%) ,Australian cash 23-43% (33%) , Alternate asset-income 0-12.5 (2.5%).

The APIR code of the Synergy Sup Challenger Custom Choice 0 managed fund is .

Synergy Sup Challenger Custom Choice 0’s total return last month was 0.69%. This was made up of a growth return of 0.69% and an income return of 0%. These returns were calculated as at 31 May 2005.

Synergy Sup Challenger Custom Choice 0’s total return for the last three months was 1.87%. This was made up of a growth return of 1.87% and an income return of 0%%. These returns were calculated as at 31 May 2005.

Synergy Sup Challenger Custom Choice 0’s one-year total return is 6.56%. This was made up of a growth return of 6.56% and an income return of 0%. These returns were calculated as at 31 May 2005.

Synergy Sup Challenger Custom Choice 0’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 May 2005.

The asset allocation of the Synergy Sup Challenger Custom Choice 0 managed fund is :

Cash
0.36%
Fixed Interest
99.64%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Synergy Sup Challenger Custom Choice 0 managed fund is Synergy Capital Management Limited.

The Synergy Sup Challenger Custom Choice 0 managed fund belongs to the Bonds - Global / Australia sector/asset class.

As at 31 May 2005, the size of the Synergy Sup Challenger Custom Choice 0 managed fund was $0.01 million.

The Synergy Sup Challenger Custom Choice 0 managed fund has an inception date of 24 Mar 2003.

The current entry price of the Synergy Sup Challenger Custom Choice 0 managed fund is $1.1374 per unit and the current exit price is $1.1363 per unit (as at 31 May 2005).

The current exit price of the Synergy Sup Challenger Custom Choice 0 managed fund is $1.1363 per unit and the current entry price is $1.1374 per unit (as at 31 May 2005).

The minimum initial investment amount for the Synergy Sup Challenger Custom Choice 0 managed fund is $0.

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.