InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Synergy Sup - MyState Performance Plus - Managed fund profile

Synergy Sup - MyState Performance Plus - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
Asset allocation benchmarks: Australian fixed interest 100%

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.36% 0.86% 2.39% 4.57% 4.36% 4.14% 3.92% 4.08%
Growth return 0.36% 0.86% 2.39% 4.57% 4.36% 4.14% 3.92% 4.08%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 0.33% 1.05% 3.11% 4.31% 4.73% 3.74% -0.03% 2.14%
As at 30 Nov 2008. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Synergy Sup - MyState Performance Plus
Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Fixed Interest
92.79%
Australian Equities
0.63%
International Equities
0.01%
Cash
6.30%
Property & Infrastructure
0.02%
Alternatives
0.25%

General Information

Fund Details
Type Description
Synergy Sup - MyState Performance Plus
Closed
Synergy Capital Management Limited
Bonds - Australia
starstarstar (as at 30 Nov 2008)
Superannuation Fund
31 Oct 1994
$0.19 million (as at 30 Sep 2008)
$1.8868 (as at 28 Nov 2008)
$1.8868 (as at 28 Nov 2008)
Finalised
Offer information
Type Description
Standard entry fee 5.13%

FAQs about the Synergy Sup - MyState Performance Plus

The objective of the Synergy Sup - MyState Performance Plus managed fund is N/A

The strategy of the Synergy Sup - MyState Performance Plus managed fund is Asset allocation benchmarks: Australian fixed interest 100%

The APIR code of the Synergy Sup - MyState Performance Plus managed fund is .

Synergy Sup - MyState Performance Plus’s total return last month was 0.36%. This was made up of a growth return of 0.36% and an income return of 0%. These returns were calculated as at 30 Nov 2008.

Synergy Sup - MyState Performance Plus’s total return for the last three months was 0.86%. This was made up of a growth return of 0.86% and an income return of 0%%. These returns were calculated as at 30 Nov 2008.

Synergy Sup - MyState Performance Plus’s one-year total return is 4.57%. This was made up of a growth return of 4.57% and an income return of 0%. These returns were calculated as at 30 Nov 2008.

Synergy Sup - MyState Performance Plus’s one-year total return is 4.14%. This was made up of a growth return of 4.14% and an income return of 0%. These returns were calculated as at 30 Nov 2008.

The asset allocation of the Synergy Sup - MyState Performance Plus managed fund is :

Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Synergy Sup - MyState Performance Plus managed fund is Synergy Capital Management Limited.

The Synergy Sup - MyState Performance Plus managed fund belongs to the Bonds - Australia sector/asset class.

As at 30 Sep 2008, the size of the Synergy Sup - MyState Performance Plus managed fund was $0.19 million.

The Synergy Sup - MyState Performance Plus managed fund has an inception date of 31 Oct 1994.

The current entry price of the Synergy Sup - MyState Performance Plus managed fund is $1.8868 per unit and the current exit price is $1.8868 per unit (as at 28 Nov 2008).

The current exit price of the Synergy Sup - MyState Performance Plus managed fund is $1.8868 per unit and the current entry price is $1.8868 per unit (as at 28 Nov 2008).

The minimum initial investment amount for the Synergy Sup - MyState Performance Plus 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.