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Morningstar Fund Report

AtlasTrend Healthy Lifestyle

Retail

Fund Report | Report generated 03 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: AtlasTrend Healthy Lifestyle
Index
Index: MSCI World NR AUD

Financial Year Total Returns

-- -- Jun-16 Oct-16
Fund -- -- -- -6.53
+/- Cat -- -- -- --
+/- Index -- -- -- -7.16

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -3.60 -- -2.22 --
3 Month -6.10 -- -4.65 --
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 09 Nov 2015
Responsible Entity Fundhost Limited
Fund Manager Atlastrend Pty Ltd
Base Currency $A
Net Assets $Mil
(as at --)
--
Minimum Investment $ 1,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions Annually

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating Learn more

Quick Stats

as at 28 Nov 2016

APIR Code --
Legal Type Investment Trusts
Status Open
Category Equity World Other
Entry Price $ 0.9287
Exit Price $ 0.9241
Exit Price
1 Week Change $
-0.0097

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 0.5013

Annual

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