United PST - Australian Shares Fund - Managed Fund (Closed)

Fund Objective

N/A

Fund Strategy

N/A

Fund Performance Comparison

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Peers

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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.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.93%	2.07%	6.03%	0.18%	5.07%	6.4%	-%	-%
Growth return	0.93%	2.07%	6.03%	0.18%	5.07%	6.4%	-%	-%
Income return	0%	0%	0%	0%	0%	0%	-%	-%
Market index (MSCI World Ex Australia NR AUD)
Total return	-0.9%	2.55%	8.85%	12.53%	21.5%	22.08%	15.57%	13.23%

As at 30 Apr 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

United PST - Australian Shares Fund

Australian Equities: 96%

Cash: 4%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 64.54%

Cash: 1.25%

International Equities: 33.72%

Property & Infrastructure: 0.24%

Fixed Interest: -0.01%

Alternatives: 0.26%

General Information

Fund Details

Type	Description
Fund Name	United PST - Australian Shares Fund (Wholesale)
Fund Status	Closed
Responsible Entity	United Funds Management Limited
APIR Code	UFM0020AU
Sector/Asset Class	Equity World Other
Morningstar Rating	Not Rated
Legal Structure	Superannuation Fund
Fund Inception	8 Aug 1996
Fund Size	$3.58 million (as at 31 Dec 1999)
Entry Price	$1.2256 (as at 28 Apr 2000)
Exit Price	$1.2256 (as at 28 Apr 2000)
Fund Status	Finalised

Offer information

Type	Description
Minimum initial investment

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FAQs about the United PST - Australian Shares Fund

What is the objective of the United PST - Australian Shares Fund managed fund?

The objective of the United PST - Australian Shares Fund managed fund is N/A

What is the strategy for the United PST - Australian Shares Fund managed fund?

The strategy of the United PST - Australian Shares Fund managed fund is N/A

What is the APIR code of the United PST - Australian Shares Fund managed fund?

The APIR code of the United PST - Australian Shares Fund managed fund is UFM0020AU.

What was United PST - Australian Shares Fund’s total return last month?

United PST - Australian Shares Fund’s total return last month was 0.93%. This was made up of a growth return of 0.93% and an income return of 0%. These returns were calculated as at 30 Apr 2000.

What was United PST - Australian Shares Fund’s total return for the last three months?

United PST - Australian Shares Fund’s total return for the last three months was 2.07%. This was made up of a growth return of 2.07% and an income return of 0%%. These returns were calculated as at 30 Apr 2000.

What is United PST - Australian Shares Fund’s one-year total return?

United PST - Australian Shares Fund’s one-year total return is 0.18%. This was made up of a growth return of 0.18% and an income return of 0%. These returns were calculated as at 30 Apr 2000.

What is United PST - Australian Shares Fund’s three-year total return?

United PST - Australian Shares Fund’s one-year total return is 6.4%. This was made up of a growth return of 6.4% and an income return of 0%. These returns were calculated as at 30 Apr 2000.

What is the asset allocation of the United PST - Australian Shares Fund managed fund?

The asset allocation of the United PST - Australian Shares Fund managed fund is :

Australian Equities: 96%

Cash: 4%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the United PST - Australian Shares Fund managed fund?

The Responsible Entity for the United PST - Australian Shares Fund managed fund is United Funds Management Limited.

What sector/asset class does the United PST - Australian Shares Fund managed fund belong to?

The United PST - Australian Shares Fund managed fund belongs to the Equity World Other sector/asset class.

What is the size of the United PST - Australian Shares Fund managed fund?

As at 31 Dec 1999, the size of the United PST - Australian Shares Fund managed fund was $3.58 million.

What is the inception date of the United PST - Australian Shares Fund managed fund?

The United PST - Australian Shares Fund managed fund has an inception date of 8 Aug 1996.

What is the current entry price of the United PST - Australian Shares Fund managed fund?

The current entry price of the United PST - Australian Shares Fund managed fund is $1.2256 per unit and the current exit price is $1.2256 per unit (as at 28 Apr 2000).

What is the current exit price of the United PST - Australian Shares Fund managed fund?

The current exit price of the United PST - Australian Shares Fund managed fund is $1.2256 per unit and the current entry price is $1.2256 per unit (as at 28 Apr 2000).

What is the minimum investment amount for the United PST - Australian Shares Fund managed fund?

The minimum initial investment amount for the United PST - Australian Shares Fund managed fund is $0.

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.

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