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Hunter Hall Value Growth Trust

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Fund Profile

Performance Chart

Historical Financial Year Performance

Historical Quarterly Performance

Fund Name:

Hunter Hall Value Growth Trust

APIR:

HOW0002AU

Fund Manager:

Hunter Hall (show all funds)

Region:

Global (inc Australia)

Sector:

Small / Mid Market Capitalisation

Benchmark Index:

MSCI All Countries World Index

Fund Type:

Retail Fund

Investment Objective:

The objective of the VGT is to increase the wealth of its investors by substantially outperforming the MSCI World Total Return Index, Net Dividends Reinvested in Australian Dollars (MSCI) over the medium to long term without incurring significant risk to capital.

Margin Lenders:

Margin Lender	LVR	Website
ANZ Diversified Margin Loan	70%	ANZD
ANZ Margin Loan	60%	ANZ
Bank of Queensland Margin Lending	70%	BoQ
Bendigo Bank Margin Lending	75%	Bdgo
BT Margin Lending	70%	BT
Citi Smith Barney Margin Lending	70%	Citi
Colonial Margin Lending	75%	Coln
Commonwealth Securities	75%	CSec
Equity Margins (Merrill Lynch)	65%	EM
Leveraged Equities	70%	LevE
Macquarie Margin Loan	70%	Macq
NAB Margin Lending	70%	NAB
St. George Margin Lending	70%	StG
Suncorp Margin Lending	70%	SunC

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.