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  5. Tyndall - Equity Performance Fund - Managed fund profile

Tyndall - Equity Performance Fund - Managed Fund (Closed)

Fund Objective
To achieve capital growth in excess of the market average over the medium to long term.
Fund Strategy
To apply disciplined , consistent and rigorous system of stock selection , based on extensive numeric analysis and a huge computerised data base of financial information on Australian companies(essentially the largest 150 companies). This is followed by selecting relatively few stocks on the basis of comparative value .

Fund Performance Comparison

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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.
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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 -0.45% 4.01% -9.55% -14.27% -5.45% 0.23% 11.07% 15.14%
Growth return -0.45% 4.01% -12.75% -18.75% -9.52% -13.76% -2.25% 4.7%
Income return 0% 0% 3.2% 4.48% 4.07% 13.99% 13.32% 10.44%
Market index (S&P/ASX 200 TR AUD)
Total return 2.36% 8.17% 4.18% 11.81% 12.67% 12.33% 12.26% 8.65%
As at 31 May 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Tyndall - Equity Performance Fund
Australian Equities
98.20%
Cash
1.80%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.66%
Cash
-0.60%
International Equities
4.67%
Property & Infrastructure
1.40%
Fixed Interest
0.28%
Alternatives
0.59%

General Information

Fund Details
Type Description
Tyndall - Equity Performance Fund
Closed
Nikko AM Limited
TYN0001AU
Equity Australia Other
Not Rated
Investment Fund
27 Jul 1981
$1.5 million (as at 30 Apr 2000)
n/a
$0.7889 (as at 12 Jun 2000)
Finalised
Offer information
Type Description
MER 1.48% (as at 30 Jun 1995)
Minimum initial investment $1,000.00

FAQs about the Tyndall - Equity Performance Fund

The objective of the Tyndall - Equity Performance Fund managed fund is To achieve capital growth in excess of the market average over the medium to long term.

The strategy of the Tyndall - Equity Performance Fund managed fund is To apply disciplined , consistent and rigorous system of stock selection , based on extensive numeric analysis and a huge computerised data base of financial information on Australian companies(essentially the largest 150 companies). This is followed by selecting relatively few stocks on the basis of comparative value .

The APIR code of the Tyndall - Equity Performance Fund managed fund is TYN0001AU.

Tyndall - Equity Performance Fund’s total return last month was -0.45%. This was made up of a growth return of -0.45% and an income return of 0%. These returns were calculated as at 31 May 2000.

Tyndall - Equity Performance Fund’s total return for the last three months was 4.01%. This was made up of a growth return of 4.01% and an income return of 0%%. These returns were calculated as at 31 May 2000.

Tyndall - Equity Performance Fund’s one-year total return is -14.27%. This was made up of a growth return of -18.75% and an income return of 4.48%. These returns were calculated as at 31 May 2000.

Tyndall - Equity Performance Fund’s one-year total return is 0.23%. This was made up of a growth return of -13.76% and an income return of 13.99%. These returns were calculated as at 31 May 2000.

The asset allocation of the Tyndall - Equity Performance Fund managed fund is :

Australian Equities
98.20%
Cash
1.80%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Tyndall - Equity Performance Fund managed fund is Nikko AM Limited.

The Tyndall - Equity Performance Fund managed fund belongs to the Equity Australia Other sector/asset class.

As at 30 Apr 2000, the size of the Tyndall - Equity Performance Fund managed fund was $1.5 million.

The Tyndall - Equity Performance Fund managed fund has an inception date of 27 Jul 1981.

The current entry price of the Tyndall - Equity Performance Fund managed fund is $ per unit and the current exit price is $0.7889 per unit (as at 12 Jun 2000).

The current exit price of the Tyndall - Equity Performance Fund managed fund is $0.7889 per unit and the current entry price is $ per unit (as at 12 Jun 2000).

The minimum initial investment amount for the Tyndall - Equity Performance Fund managed fund is $1,000.

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.