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Morningstar Fund Report

CFM Institutional Systematic Diversified

Retail

Fund Report | Report generated 08 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: CFM Institutional Systematic Diversified
Index
Index: RBA Bank accepted Bills 90 Days

Financial Year Total Returns

-- -- Jun-16 Oct-16
Fund -- -- -- 2.60
+/- Cat -- -- -- --
+/- Index -- -- -- 2.00

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.17 -- -0.32 --
3 Month 1.28 -- 0.84 --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 11 Nov 2015
Responsible Entity The Trust Company (RE Services) Limited
Fund Manager Winston Capital Partners
Base Currency $A
Net Assets $Mil
(as at --)
--
Minimum Investment $ 50,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions Annually

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating Learn more

Quick Stats

as at 30 Nov 2016

APIR Code PIM0034AU
Legal Type Investment Trusts
Status Open
Category Alternative Strategies – Diversified
Entry Price $ 0.9823
Exit Price $ 0.9823
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0000

Annual

ICR pa (--) --
Max Management Fee pa 1.20%
Max Admin Fee pa 0.00%
Performance Fee pa
(--)
--
Max Brokerage 0.0000