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  5. Tyndall - Global Small Companies Fund - Managed fund profile

Tyndall - Global Small Companies Fund - Managed Fund (Closed)

Fund Objective
A diversified share trust aiming to achieve long term capital growth in small and emerging companies.
Fund Strategy
Invest primarily in companies with market capitalisation of less than $100 million, possessing strong entrepreneurial management and capable of growth in capital value and market share.

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 0.08% 0.3% 2.28% -0.15% -12% -17.17% -7.86% 1.08%
Growth return 0.08% 0.3% 2.28% -0.15% -13.6% -19.91% -10.03% -1.38%
Income return 0% 0% 0% 0% 1.6% 2.74% 2.17% 2.46%
Market index (MSCI World Small Cap NR AUD)
Total return 3.01% 11.44% 1.79% 9.96% 12.31% 12.36% 12.8% 9.17%
As at 31 May 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Tyndall - Global Small Companies Fund
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.92%
Australian Equities
4.23%
International Equities
93.64%
Property & Infrastructure
0.20%
Alternatives
0%

General Information

Fund Details
Type Description
Tyndall - Global Small Companies Fund
Closed
Asteron Funds Management (Vic) Limited
GLO0012AU
Equity World Mid/Small
Not Rated
Investment Fund
21 Sep 1987
$0.42 million (as at 30 Apr 2000)
n/a
$0.7091 (as at 7 Jun 2000)
Finalised
Offer information
Type Description
MER 3% (as at 30 Jun 1996)
Minimum initial investment $1,000.00

FAQs about the Tyndall - Global Small Companies Fund

The objective of the Tyndall - Global Small Companies Fund managed fund is A diversified share trust aiming to achieve long term capital growth in small and emerging companies.

The strategy of the Tyndall - Global Small Companies Fund managed fund is Invest primarily in companies with market capitalisation of less than $100 million, possessing strong entrepreneurial management and capable of growth in capital value and market share.

The APIR code of the Tyndall - Global Small Companies Fund managed fund is GLO0012AU.

Tyndall - Global Small Companies Fund’s total return last month was 0.08%. This was made up of a growth return of 0.08% and an income return of 0%. These returns were calculated as at 31 May 2000.

Tyndall - Global Small Companies Fund’s total return for the last three months was 0.3%. This was made up of a growth return of 0.3% and an income return of 0%%. These returns were calculated as at 31 May 2000.

Tyndall - Global Small Companies Fund’s one-year total return is -0.15%. This was made up of a growth return of -0.15% and an income return of 0%. These returns were calculated as at 31 May 2000.

Tyndall - Global Small Companies Fund’s one-year total return is -17.17%. This was made up of a growth return of -19.91% and an income return of 2.74%. These returns were calculated as at 31 May 2000.

The asset allocation of the Tyndall - Global Small Companies Fund managed fund is :

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

The Responsible Entity for the Tyndall - Global Small Companies Fund managed fund is Asteron Funds Management (Vic) Limited.

The Tyndall - Global Small Companies Fund managed fund belongs to the Equity World Mid/Small sector/asset class.

As at 30 Apr 2000, the size of the Tyndall - Global Small Companies Fund managed fund was $0.42 million.

The Tyndall - Global Small Companies Fund managed fund has an inception date of 21 Sep 1987.

The current entry price of the Tyndall - Global Small Companies Fund managed fund is $ per unit and the current exit price is $0.7091 per unit (as at 7 Jun 2000).

The current exit price of the Tyndall - Global Small Companies Fund managed fund is $0.7091 per unit and the current entry price is $ per unit (as at 7 Jun 2000).

The minimum initial investment amount for the Tyndall - Global Small Companies 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.