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  5. York Easy - Growth Strategy - Managed fund profile

York Easy - Growth Strategy - Managed Fund (Closed)

Fund Objective
To maximise returns from a long term portfolio.
Fund Strategy
Invests in products of selected investment managers, cash and direct investments. Typically, the underlying investments will comprise a high level of domestic and overseas shares (minimum 40%). Overseas exposure will be limited to 40% of the assets, with an allocation of 20-30% being most common. Indicative assetallocation: cash 5%, fixed interest 10%, domestic shares 40%, property 15%, overseas shares 30%.

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 -1.11% 2.77% 9.02% 8.58% 14.33% 15.54% -% -%
Growth return -1.11% 2.77% 9.02% 8.58% 14.33% 15.54% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.24% 8.5% 4.37% 12.46% 13.84% 12.76% 11.81% 9.04%
As at 31 May 1999. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

York Easy - Growth Strategy
Australian Equities
58%
International Equities
34%
Cash
6%
Property & Infrastructure
2%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
33.47%
International Equities
47.86%
Cash
2.21%
Property & Infrastructure
6.40%
Fixed Interest
6.44%
Alternatives
3.62%

General Information

Fund Details
Type Description
York Easy - Growth Strategy
Closed
York Funds Management Limited
Multisector Aggressive
Not Rated
Superannuation Fund
29 May 1995
$3.5 million (as at 31 Mar 1999)
$1.7028 (as at 16 Jun 1999)
$1.6943 (as at 16 Jun 1999)
Finalised
Offer information
Type Description
Minimum initial investment $100.00

FAQs about the York Easy - Growth Strategy

The objective of the York Easy - Growth Strategy managed fund is To maximise returns from a long term portfolio.

The strategy of the York Easy - Growth Strategy managed fund is Invests in products of selected investment managers, cash and direct investments. Typically, the underlying investments will comprise a high level of domestic and overseas shares (minimum 40%). Overseas exposure will be limited to 40% of the assets, with an allocation of 20-30% being most common. Indicative assetallocation: cash 5%, fixed interest 10%, domestic shares 40%, property 15%, overseas shares 30%.

The APIR code of the York Easy - Growth Strategy managed fund is .

York Easy - Growth Strategy’s total return last month was -1.11%. This was made up of a growth return of -1.11% and an income return of 0%. These returns were calculated as at 31 May 1999.

York Easy - Growth Strategy’s total return for the last three months was 2.77%. This was made up of a growth return of 2.77% and an income return of 0%%. These returns were calculated as at 31 May 1999.

York Easy - Growth Strategy’s one-year total return is 8.58%. This was made up of a growth return of 8.58% and an income return of 0%. These returns were calculated as at 31 May 1999.

York Easy - Growth Strategy’s one-year total return is 15.54%. This was made up of a growth return of 15.54% and an income return of 0%. These returns were calculated as at 31 May 1999.

The asset allocation of the York Easy - Growth Strategy managed fund is :

Australian Equities
58%
International Equities
34%
Cash
6%
Property & Infrastructure
2%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the York Easy - Growth Strategy managed fund is York Funds Management Limited.

The York Easy - Growth Strategy managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Mar 1999, the size of the York Easy - Growth Strategy managed fund was $3.5 million.

The York Easy - Growth Strategy managed fund has an inception date of 29 May 1995.

The current entry price of the York Easy - Growth Strategy managed fund is $1.7028 per unit and the current exit price is $1.6943 per unit (as at 16 Jun 1999).

The current exit price of the York Easy - Growth Strategy managed fund is $1.6943 per unit and the current entry price is $1.7028 per unit (as at 16 Jun 1999).

The minimum initial investment amount for the York Easy - Growth Strategy managed fund is $100.

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.