CFM Retirement - Balanced Fund - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.18 4.08 9.75 15.39 13.11 12.06 7.74 7.85
Growth return 0.18 4.08 9.75 15.39 13.11 12.06 7.74 7.85
Income return 0 0 0 0 0 0 0 0
Market index (Morningstar Aus Msec Balanced TR AUD)
Total return -0.77 -3.9 0.31 1.91 6 5.47 6.57 7.4
As as 30 Apr 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Australian Equities
94.29%
Property
4.23%
Cash
1.48%

General Information

Fund Details
Type Description
CFM Retirement - Balanced Fund
Closed
Commonwealth Funds Management Ltd
CFM0007AU
Multisector Balanced
Not Rated
Superannuation Fund
13 Mar 1995
$65.05 million (as at 31 Mar 2006)
n/a
$2.1764 (as at 19 May 2006)
Fund Objective
To produce a medium to long term return with a moderate degree of volatility. The Balanced Strategy can be classed as a medium to long term (three to five years or longer) investment.
Fund Strategy
The strategy is to invest in a diversified portfolio of investments including property, shares, cash and bonds. Indicative market exposure: cash 15%, Australian bonds 15%, international bonds 5%, unlisted property trusts 15%, listed property trusts 10%, Australian shares 27% and international shares 13%.
Offer information
Type Description
Minimum initial investment $1,000.00

Top 10 holdings (as at 31 Aug 2004)

Holding (as at 31 Aug 2004) Type % of Portfolio
BHP Billiton Ltd Stock 8.62%
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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART cannot make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
InvestSMART International Equities 9.77%
Intelligent Investor Equity Income 8.01%
Intelligent Investor Equity Growth 7.82%
InvestSMART High Growth 6.94%
InvestSMART Core Growth 6.37%
InvestSMART Balanced 5.00%
InvestSMART Australian Small Companies Fund 4.01%
InvestSMART Diversified Property and Infrastructure 3.84%
InvestSMART Hybrid Income 3.77%
InvestSMART Diversified Income 3.76%
InvestSMART Interest Income 2.12%

* Returns p.a. since inception after investment & admin fees

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