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Morningstar Fund Report

AtlasTrend Splurging Baby Boomers

Retail

Fund Report | Report generated 21 Feb 2017 |

Performance

31 Jan 2017

Growth of $10,000

Fund
Fund: AtlasTrend Splurging Baby Boomers
Index
Index: MSCI World NR AUD

Financial Year Total Returns

-- -- Jun-16 Jan-17
Fund -- -- -- 6.10
+/- Cat -- -- -- --
+/- Index -- -- -- -1.19

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.27 -- 2.58 --
3 Month 5.37 -- -1.25 --
1 Year 1.42 -- -7.70 --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- 10.68
Sharpe Ratio -- -- 0.82
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 New  Learn more

Quick Stats

as at 15 Feb 2017

APIR Code --
Legal Type Investment Trusts
Status Open
Category Equity World Other
Entry Price $ 0.9904
Exit Price $ 0.9855
Exit Price
1 Week Change $
0.0059

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 0.5030

Annual

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