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  5. Colonial FirstChoice - Cash Plus Fund - Managed fund profile

Colonial FirstChoice - Cash Plus Fund - Managed Fund (Closed)

Fund Objective
To provide income and to produce higher returns over the medium-term. The Fund is rated AAf by Standard and Poor's (Australia) Pty Ltd. Suggested minimum investment timeframe is 3 months.
Fund Strategy
Investments: 100% Australian money-market securities and Australian 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 0.52% 1.44% 3.12% 5.74% 4.96% 4.93% 5.69% -%
Growth return -0.55% 0.36% 0.32% 0.5% 0.16% 0.21% 0.27% -%
Income return 1.07% 1.08% 2.8% 5.24% 4.8% 4.72% 5.42% -%
Market index (Bloomberg AusBond Bank 0+Y TR AUD)
Total return 0.37% 1.09% 2.15% 4.19% 3.11% 2.08% -% 1.82%
As at 30 Sep 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice - Cash Plus Fund
Cash
85.17%
Fixed Interest
14.83%
Australian Equities
0%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Cash
26.97%
Fixed Interest
72.47%
Australian Equities
0.49%
International Equities
0.05%
Alternatives
0.02%

General Information

Fund Details
Type Description
Colonial FirstChoice - Cash Plus Fund
Closed
Colonial First State Investments Limited
FSF0009AU
Australian Short Term Fixed Interest
Not Rated
Investment Fund
1 Jan 1994
$8.9 million (as at 30 Sep 2000)
n/a
$1.0259 (as at 29 Sep 2000)
Finalised
Offer information
Type Description
Minimum initial investment $25,000

FAQs about the Colonial FirstChoice - Cash Plus Fund

The objective of the Colonial FirstChoice - Cash Plus Fund managed fund is To provide income and to produce higher returns over the medium-term. The Fund is rated AAf by Standard and Poor's (Australia) Pty Ltd. Suggested minimum investment timeframe is 3 months.

The strategy of the Colonial FirstChoice - Cash Plus Fund managed fund is Investments: 100% Australian money-market securities and Australian fixed interest securities.

The APIR code of the Colonial FirstChoice - Cash Plus Fund managed fund is FSF0009AU.

Colonial FirstChoice - Cash Plus Fund’s total return last month was 0.52%. This was made up of a growth return of -0.55% and an income return of 1.07%. These returns were calculated as at 30 Sep 2000.

Colonial FirstChoice - Cash Plus Fund’s total return for the last three months was 1.44%. This was made up of a growth return of 0.36% and an income return of 1.08%%. These returns were calculated as at 30 Sep 2000.

Colonial FirstChoice - Cash Plus Fund’s one-year total return is 5.74%. This was made up of a growth return of 0.5% and an income return of 5.24%. These returns were calculated as at 30 Sep 2000.

Colonial FirstChoice - Cash Plus Fund’s one-year total return is 4.93%. This was made up of a growth return of 0.21% and an income return of 4.72%. These returns were calculated as at 30 Sep 2000.

The asset allocation of the Colonial FirstChoice - Cash Plus Fund managed fund is :

Cash
85.17%
Fixed Interest
14.83%
Australian Equities
0%
International Equities
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice - Cash Plus Fund managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice - Cash Plus Fund managed fund belongs to the Australian Short Term Fixed Interest sector/asset class.

As at 30 Sep 2000, the size of the Colonial FirstChoice - Cash Plus Fund managed fund was $8.9 million.

The Colonial FirstChoice - Cash Plus Fund managed fund has an inception date of 1 Jan 1994.

The current entry price of the Colonial FirstChoice - Cash Plus Fund managed fund is $ per unit and the current exit price is $1.0259 per unit (as at 29 Sep 2000).

The current exit price of the Colonial FirstChoice - Cash Plus Fund managed fund is $1.0259 per unit and the current entry price is $ per unit (as at 29 Sep 2000).

The minimum initial investment amount for the Colonial FirstChoice - Cash Plus Fund managed fund is $25,000.

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.