Advance Imputation Fund
| How to Advance in challenging markets | |
Over the past 12 months the sharemarket has experienced a significant downturn. However, there are some funds who "come into their own" during times of market volatility. The Advance Imputation Fund will not experience the same level of volatility as most other funds during market downturns. |
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That's not to say it hasn't taken a few hits, but it has fared better than most similar funds compared to the benchmark over the last 12 months. |
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Despite the March quarter being one of the worst on record for Australian Sharemarket returns, the Advance Imputation Fund posted its second strongest quarterly outperformance in the portfolio's history. |
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The Funds Manager, Maple-Brown Abbott has delivered reliable, consistent returns during both positive and negative market performance – 12.27% over the past 20 years to be precise. |
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"I have been invested in this fund for over 10 years and earning on average 12%. Well done and I sleep well at night too."
About the Maple-Brown Abbott and the Advance Imputation Fund
Who is Maple-Brown Abbott?Maple-Brown Abbott was hand-picked by Advance as the Portfolio Manager of the Advance Imputation Fund over 20 years ago; Maple-Brown Abbott was established in 1984 and is wholly owned by the founders and staff. Funds under management at 31 March 2008 total $15.3 billion.
Benefits of a deep-value investment managerMaple-Brown Abbott employs a disciplined bottom-up stock selection process, with an emphasis on strong primary research. They apply a value-based investment style by investing in companies that represent relatively good long-term fundamental value with portfolios exhibiting strong value characteristics relative to market averages.
This information is of a general nature only and has been prepared without taking into account the objectives, financial situation or needs of any particular person. Before acting on the information, a person should consider its appropriateness having regard to their objectives, financial situation and needs. The Advance Imputation Fund (Fund) is issued by Advance Asset Management Limited ABN 98 002 538 329 AFSL No. 240902. Before deciding whether to acquire or to continue to hold an investment in the Fund, investors should obtain and consider the current Product Disclosure Statement for the Fund, available from your financial adviser or www.advance.com.au. The Funds benchmark is the S&P/ASX 200 Accumulation Index. Past performance is not a reliable indicator of future performance. During falling markets, outperformance of the benchmark does not necessarily mean positive returns have been achieved. Unless otherwise stated, all information is current as at 31 July 2008.