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Challenger Asian Share Fund

Fund manager Challenger Managed Investments Limited
APIR code WAR0012AU
S&P Rating starstarstar
Morningstar Rating™ QuestionMark starstar
Platform name N/A
Product Disclosure Statement
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Fund Facts
Legal structure Investment Trusts
Fund inception date 23 Dec 1987
Fund objective The Fund aims to outperform its benchmark over rolling five year periods while providing capital growth over the medium to long-term.
Fund strategy The Fund will primarily be invested in the shares of Asian (ex Japan) companies but may also invest in equity securities, hybrid securities (for example, convertible notes, preference shares and partly-paid shares) and shares in unlisted companies provided they are expected to list within 18 months.
Fund size $38.94 million (as at 31 Dec 2011 )
Entry price $2.4411 (as at 02 Feb 2012)
Exit price $2.4217 (as at 02 Feb 2012)
Valuation frequency Daily
Cash distribution (cents/unit) 0.0000
Distribution as at date 30 Dec 2011
Fund Performance (as at 31/01/2012)
* returns greater than 1 year are annualised
1 month 3 months 1 year 3 yrs pa* 5 yrs pa* Since inception pa*
Total return 6.57% 1.86% -13.65% 2.43% -3.42% 5.69%
Growth return 6.57% 1.86% -13.65% 2.43% -6.57% 3.74%
Income return 0.00% 0.00% 0.00% 0.00% 2.75% 1.62%
Morningstar peer group return -0.37% -2.57% -17.97% 3.71% -2.56% N/A
Market return 6.84% 1.97% -13.22% 6.06% -1.49% 5.07%
Asset Allocation (as at 31/12/2011)
Class
% held
Australian Shares
-4.94%
International Shares
93.18%
Cash
11.76%
Listed Property
0.00%
Direct Property
0.00%
Australian Fixed Interest
0.00%
International Fixed Interest
0.00%
Mortgage
0.00%
Other
0.00%
Total
100.00%
Top 10 Holdings (as at 30/09/2011)
Holding
% held
Samsung Electronics Co Ltd
3.91%
PetroChina Co Ltd
3.52%
China Mobile Ltd.
3.19%
Samsung Electnc Pfd
3.01%
First Pacific Co. Ltd.
3.00%
Kasikornbank Public Company Ltd.
2.91%
Fraser and Neave Limited
2.86%
Shinhan Financial Group Co. Ltd.
2.73%
HSBC Holdings PLC
2.70%
ICICI Bank Ltd ADR
2.68%
Investment Details
Initial investment $5000.00
Additional investment $1000.00
Redemption amount $1000.00
Regular savings plan Yes
Standard entry fee 4.00%
2020 entry fee 0.00%
Standard exit fee 0.00%
2020 exit fee 0.00%
ICR pa (30/06/2011) 2.25%
Performance fee 0.00%
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Fee Disclosure
2020 DIRECTINVEST may receive a trailing commission ranging from 0.2% - 0.6% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.

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