InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Tempo Global Equity - Managed fund profile

Tempo Global Equity - Managed Fund (Closed)

Fund Objective
The Fund aims to outperform its benchmark (MSCI World (ex- Australia) Index (dividends reinvested), in Australian dollar terms) (after fees) over rolling five-year periods.
Fund Strategy
Tempo operates an active investment strategy, with an initial focus on global markets. Tempo employs a combination of top-down (rather than bottom-up) techniques and signals to capture superior investment returns within a well-defined quantitative investment process.

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 4.58% 2.4% 3.65% 10.59% 11.24% 4.64% -% -%
Growth return 4.58% 2.4% 3.65% 2.99% 7.35% -2.29% -% -%
Income return 0% 0% 0% 7.6% 3.89% 6.93% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.12% 11.29% 3.77% 17.49% 19.85% 19.1% 16.32% 12.14%
As at 30 Apr 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Tempo Global Equity
International Equities
99.34%
Cash
0.66%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.61%
Cash
1.78%
Australian Equities
1.31%
Property & Infrastructure
1.16%
Fixed Interest
0%
Alternatives
0.15%

General Information

Fund Details
Type Description
Tempo Global Equity
Closed
Fidante Partners Limited
HOW0156AU
Equity World Large Blend
star (as at 30 Apr 2018)
Investment Fund
31 Jul 2014
$11.67 million (as at 30 Apr 2018)
$1.0754 (as at 8 May 2018)
$1.0732 (as at 8 May 2018)
Finalised
Offer information
Type Description
MER 0.59% (as at 26 Aug 2023)
Indirect Cost Ratio (ICR) 0.59% (as at 30 Jun 2023)
Performance fee (not included in ICR) Not Available
Minimum initial investment $10,000.00
Minimum additional investments $1,000.00
Minimum redemption amount $1,000.00

FAQs about the Tempo Global Equity

The objective of the Tempo Global Equity managed fund is The Fund aims to outperform its benchmark (MSCI World (ex- Australia) Index (dividends reinvested), in Australian dollar terms) (after fees) over rolling five-year periods.

The strategy of the Tempo Global Equity managed fund is Tempo operates an active investment strategy, with an initial focus on global markets. Tempo employs a combination of top-down (rather than bottom-up) techniques and signals to capture superior investment returns within a well-defined quantitative investment process.

The APIR code of the Tempo Global Equity managed fund is HOW0156AU.

Tempo Global Equity’s total return last month was 4.58%. This was made up of a growth return of 4.58% and an income return of 0%. These returns were calculated as at 30 Apr 2018.

Tempo Global Equity’s total return for the last three months was 2.4%. This was made up of a growth return of 2.4% and an income return of 0%%. These returns were calculated as at 30 Apr 2018.

Tempo Global Equity’s one-year total return is 10.59%. This was made up of a growth return of 2.99% and an income return of 7.6%. These returns were calculated as at 30 Apr 2018.

Tempo Global Equity’s one-year total return is 4.64%. This was made up of a growth return of -2.29% and an income return of 6.93%. These returns were calculated as at 30 Apr 2018.

The asset allocation of the Tempo Global Equity managed fund is :

International Equities
99.34%
Cash
0.66%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Tempo Global Equity managed fund is Fidante Partners Limited.

The Tempo Global Equity managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Apr 2018, the size of the Tempo Global Equity managed fund was $11.67 million.

The Tempo Global Equity managed fund has an inception date of 31 Jul 2014.

The current entry price of the Tempo Global Equity managed fund is $1.0754 per unit and the current exit price is $1.0732 per unit (as at 8 May 2018).

The current exit price of the Tempo Global Equity managed fund is $1.0732 per unit and the current entry price is $1.0754 per unit (as at 8 May 2018).

The minimum initial investment amount for the Tempo Global Equity managed fund is $10,000. Minimum additional investment is $1000.

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.