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  5. CFM Retirement - Property Fund - Managed fund profile

CFM Retirement - Property Fund - Managed Fund (Closed)

Fund Objective
To provide a long term return. Recommended investment time frame 5 years.
Fund Strategy
Invests in a portfolio of commercial property, regional shopping centres, property trusts and cash. Asset allocation ranges: property 30-100%, with any balance in cash. Maximum exposure to unlisted property 50% of fund value. May use derivatives to hedge the fund.

Fund Performance Comparison

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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 -1.54% 3.61% 9.52% 17.64% 17.97% 14.87% 14.02% -%
Growth return -1.54% 3.61% 9.52% 17.64% 17.97% 14.87% 14.02% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return 9.7% 16.75% 36.08% 36.58% 8.42% 11.44% -% 10.52%
As at 30 Apr 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

CFM Retirement - Property Fund
Cash
1.50%
Property
98.50%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.62%
Property
94.16%
Australian Equities
3.85%
International Equities
0.36%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
CFM Retirement - Property Fund
Closed
Commonwealth Funds Management Ltd
CFM0014AU
Unlisted and Direct Property
Not Rated
Superannuation Fund
1 Apr 1996
$7.51 million (as at 31 Mar 2006)
n/a
$3.4703 (as at 19 May 2006)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the CFM Retirement - Property Fund

The objective of the CFM Retirement - Property Fund managed fund is To provide a long term return. Recommended investment time frame 5 years.

The strategy of the CFM Retirement - Property Fund managed fund is Invests in a portfolio of commercial property, regional shopping centres, property trusts and cash. Asset allocation ranges: property 30-100%, with any balance in cash. Maximum exposure to unlisted property 50% of fund value. May use derivatives to hedge the fund.

The APIR code of the CFM Retirement - Property Fund managed fund is CFM0014AU.

CFM Retirement - Property Fund’s total return last month was -1.54%. This was made up of a growth return of -1.54% and an income return of 0%. These returns were calculated as at 30 Apr 2006.

CFM Retirement - Property Fund’s total return for the last three months was 3.61%. This was made up of a growth return of 3.61% and an income return of 0%%. These returns were calculated as at 30 Apr 2006.

CFM Retirement - Property Fund’s one-year total return is 17.64%. This was made up of a growth return of 17.64% and an income return of 0%. These returns were calculated as at 30 Apr 2006.

CFM Retirement - Property Fund’s one-year total return is 14.87%. This was made up of a growth return of 14.87% and an income return of 0%. These returns were calculated as at 30 Apr 2006.

The asset allocation of the CFM Retirement - Property Fund managed fund is :

Cash
1.50%
Property
98.50%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the CFM Retirement - Property Fund managed fund is Commonwealth Funds Management Ltd.

The CFM Retirement - Property Fund managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 31 Mar 2006, the size of the CFM Retirement - Property Fund managed fund was $7.51 million.

The CFM Retirement - Property Fund managed fund has an inception date of 1 Apr 1996.

The current entry price of the CFM Retirement - Property Fund managed fund is $ per unit and the current exit price is $3.4703 per unit (as at 19 May 2006).

The current exit price of the CFM Retirement - Property Fund managed fund is $3.4703 per unit and the current entry price is $ per unit (as at 19 May 2006).

The minimum initial investment amount for the CFM Retirement - Property Fund managed fund is $1,000.

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 can 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.