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  5. CFML Insurance Bond 2000 - Managed Growth - Managed fund profile

CFML Insurance Bond 2000 - Managed Growth - Managed Fund (Closed)

Fund Objective
A flexible growth investment bond aiming to provide balanced, long term investment management aimed at producing above average investment returns.
Fund Strategy
Invest in Australian & overseas equities, property, bonds & fixed interest securities.

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 -0.74% -0.73% 1.04% 9.38% 9.1% 9.46% 8.15% 5.31%
Growth return -0.74% -0.73% 1.04% 9.38% 9.1% 9.46% 8.15% 5.31%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -2.79% 1.71% 12.6% 9.39% 5.79% 4.67% 6.26% 7.23%
As at 31 Jul 2007. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

CFML Insurance Bond 2000 - Managed Growth
Australian Equities
37.78%
International Equities
24.12%
Cash
6.66%
Property
10.79%
Fixed Interest
20.66%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.34%
International Equities
33.23%
Cash
6.63%
Property
6.99%
Fixed Interest
21.86%
Alternatives
3.95%

General Information

Fund Details
Type Description
CFML Insurance Bond 2000 - Managed Growth
Closed
SCO0212AU
Multisector Growth
starstarstarstar (as at 28 Feb 2009)
Investment Fund
15 Apr 1990
$0.02 million (as at 30 Jun 2007)
n/a
$5.6903 (as at 27 Feb 2009)
Finalised
Offer information
Type Description
Minimum initial investment $5,000.00

FAQs about the CFML Insurance Bond 2000 - Managed Growth

The objective of the CFML Insurance Bond 2000 - Managed Growth managed fund is A flexible growth investment bond aiming to provide balanced, long term investment management aimed at producing above average investment returns.

The strategy of the CFML Insurance Bond 2000 - Managed Growth managed fund is Invest in Australian & overseas equities, property, bonds & fixed interest securities.

The APIR code of the CFML Insurance Bond 2000 - Managed Growth managed fund is SCO0212AU.

CFML Insurance Bond 2000 - Managed Growth’s total return last month was -0.74%. This was made up of a growth return of -0.74% and an income return of 0%. These returns were calculated as at 31 Jul 2007.

CFML Insurance Bond 2000 - Managed Growth’s total return for the last three months was -0.73%. This was made up of a growth return of -0.73% and an income return of 0%%. These returns were calculated as at 31 Jul 2007.

CFML Insurance Bond 2000 - Managed Growth’s one-year total return is 9.38%. This was made up of a growth return of 9.38% and an income return of 0%. These returns were calculated as at 31 Jul 2007.

CFML Insurance Bond 2000 - Managed Growth’s one-year total return is 9.46%. This was made up of a growth return of 9.46% and an income return of 0%. These returns were calculated as at 31 Jul 2007.

The asset allocation of the CFML Insurance Bond 2000 - Managed Growth managed fund is :

Australian Equities
37.78%
International Equities
24.12%
Cash
6.66%
Property
10.79%
Fixed Interest
20.66%
Alternatives
0%

The CFML Insurance Bond 2000 - Managed Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Jun 2007, the size of the CFML Insurance Bond 2000 - Managed Growth managed fund was $0.02 million.

The CFML Insurance Bond 2000 - Managed Growth managed fund has an inception date of 15 Apr 1990.

The current entry price of the CFML Insurance Bond 2000 - Managed Growth managed fund is $ per unit and the current exit price is $5.6903 per unit (as at 27 Feb 2009).

The current exit price of the CFML Insurance Bond 2000 - Managed Growth managed fund is $5.6903 per unit and the current entry price is $ per unit (as at 27 Feb 2009).

The minimum initial investment amount for the CFML Insurance Bond 2000 - Managed Growth managed fund is $5,000.

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.