Colonial Managed Investment Funds - International - Managed Fund

Fund Performance Comparison

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

{{ }}
Benchmark ({{ }})
{{ }}
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

{{ fund.fees * 100 | number:2 }}
% p.a.
{{ }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.

Don't let high fees kill your returns

The {{ }} portfolio has fair and transparent fees to help you keep more money in your pocket.

View our Fund

Don't let high fees kill your returns

Build a diversified portfolio to match your needs with our range of low cost investment options.

View our funds

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -3.02 2.36 19.42 26.71 16.81 10.31 10.8 -
Growth return -3.02 2.36 17.85 23.94 12.31 6.3 3.86 -
Income return 0 0 1.57 2.77 4.5 4.01 6.94 -
Market index (MSCI World NR AUD)
Total return 2.02 4.6 - 9.24 14.79 14.94 12.91 11.98
As as 31 Oct 1997. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial Managed Investment Funds - International
International Equities
Australian Equities
Fixed Interest
Average Allocation of Peers
International Equities
Australian Equities
Fixed Interest

General Information

Fund Details
Type Description
Colonial Managed Investment Funds - International
Colonial First State Investments Limited
Equity World Other
Not Rated
Investment Fund
19 Mar 1990
$2.5 million (as at 31 Oct 1997)
$1.3442 (as at 13 Nov 1997)
$1.3414 (as at 13 Nov 1997)
Fund Objective
To achieve above average returns over the medium- to longer-term. Benchmark is the Morgan Stanley Capital International World A$ Index.
Fund Strategy
Exposure to international shares will range from 80-100% of the portfolio with short-term money-market deposits and cash forming 0-20%. As a policy no more than 40% of Fund assets is invested in any one of 3 major regions of the world i.e. Europe and the UK, North America, Japan, and SE Asia. The investment in securities can also include limited use of financial derivatives such as futures and options.
Offer information
Type Description
Minimum initial investment $1,000.00

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 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

Compare your fund

Underperform the industry standard benchmarks

Compare your fund

Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%