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Advance Wholesale Asian Shares Multi-Blend

Ranked 288 out of 425 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Sonia Bluzmanis

Sonia Bluzmanis is portfolio manager, Australian equities at Advance Asset Management and has more than ten years’ experience in the industry and has proven experience in managing Australian equities portfolios. She joined BTIS from Colonial First State Investments where she was head of Australian equities – sector specialist and portfolio manager for the FirstChoice Australian Share product suite. She had been with Commonwealth Bank and Colonial First State since joining through the graduate program in 2005 and held a previous role with HSBC Bank Australia. Sonia is responsible for managing the BTIS Australian equities portfolios, including the Advance Australian Shares Multi-Blend Fund, Advance Australian Smaller Companies Multi-Blend Fund, BT Multi-manager Australian Shares Fund and the Westpac Staff Super Australian equities portfolio.

Objective

To provide investors with a total return (before fees and taxes) that outperforms the MSCI AC Asia ex-Japan Index in Australian dollars over periods of five years or longer. The Fund invests in a diverse range of securities listed, or expected to be listed, on world stock exchanges excluding Japan, across a diverse range of industries. The Fund is typically unhedged.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Asia Pacific Excluding Japan over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.5% -6.0% -4.8%
2017 49.7% 13.7% 12.4% 7.5% 9.1%
2016 6.8% 0.3% 3.6% 10.6% -7.0%
2015 -5.1% 6.1% -0.3% -15.0% 5.5%
2014 4.1% 0.0% 4.9% -2.0% 1.2%
2013 3.1% 0.8% -5.5% 5.0% 3.1%
2012 17.5% 14.0% -8.3% 5.9% 6.0%
2011 -25.2% -1.8% -1.7% -23.2% 0.9%
2010 18.4% -0.8% -5.9% 17.2% 8.2%
2009 53.2% 0.8% 28.8% 17.5% 0.4%
2008 -46.4% -10.0% -5.0% -23.7% -17.9%
2007 25.2% 1.2% 11.6% 8.3% 2.4%
2006 27.6% 8.0% -2.0% 6.4% 13.3%
2005 24.9% -0.2% 5.9% 11.4% 6.0%
2004 -0.4% 13.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date18/05/2004
  • Share Class size06Mn
  • Base currencyAUD
  • ISIN AU60ADV00833

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment1,500

Charges

  • Annual management1.25%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).