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  5. Colonial PST - High Growth Option - Managed fund profile

Colonial PST - High Growth Option - Managed Fund (Closed)

Fund Objective
To provide long-term capital growth.
Fund Strategy
Invests in a diversified portfolio of Australian and international companies. Investment ranges: Australian shares 40-50%, global shares 40-55%, cash 0-20%. 32-40% is invested in Australian industrial companies. Shares are held in at least 25 companies, the majority of which have a market value of at least $200 million. 32-40% is invested in shares listed on global stock exchanges.

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 1.63% 4.11% 5.45% 23.5% 0.52% 0.28% -% -%
Growth return 1.63% 4.11% 5.45% 23.5% 0.52% 0.28% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.91% 7.77% 15.61% 18.4% 8.2% 8.89% 9.42% 9.28%
As at 29 Feb 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial PST - High Growth Option
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
5.59%
Australian Equities
33.36%
International Equities
47.16%
Property
5.45%
Fixed Interest
5.18%
Alternatives
3.27%

General Information

Fund Details
Type Description
Colonial PST - High Growth Option (Wholesale)
Closed
Colonial First State Investments Limited
FSF0151AU
Multisector Aggressive
Not Rated
Superannuation Fund
26 Oct 2000
$1.25 million (as at 29 Feb 2004)
$0.9952 (as at 31 Mar 2004)
$0.9952 (as at 31 Mar 2004)
Finalised
Offer information
Type Description
Minimum initial investment $50,000

FAQs about the Colonial PST - High Growth Option

The objective of the Colonial PST - High Growth Option managed fund is To provide long-term capital growth.

The strategy of the Colonial PST - High Growth Option managed fund is Invests in a diversified portfolio of Australian and international companies. Investment ranges: Australian shares 40-50%, global shares 40-55%, cash 0-20%. 32-40% is invested in Australian industrial companies. Shares are held in at least 25 companies, the majority of which have a market value of at least $200 million. 32-40% is invested in shares listed on global stock exchanges.

The APIR code of the Colonial PST - High Growth Option managed fund is FSF0151AU.

Colonial PST - High Growth Option’s total return last month was 1.63%. This was made up of a growth return of 1.63% and an income return of 0%. These returns were calculated as at 29 Feb 2004.

Colonial PST - High Growth Option’s total return for the last three months was 4.11%. This was made up of a growth return of 4.11% and an income return of 0%%. These returns were calculated as at 29 Feb 2004.

Colonial PST - High Growth Option’s one-year total return is 23.5%. This was made up of a growth return of 23.5% and an income return of 0%. These returns were calculated as at 29 Feb 2004.

Colonial PST - High Growth Option’s one-year total return is 0.28%. This was made up of a growth return of 0.28% and an income return of 0%. These returns were calculated as at 29 Feb 2004.

The asset allocation of the Colonial PST - High Growth Option managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial PST - High Growth Option managed fund is Colonial First State Investments Limited.

The Colonial PST - High Growth Option managed fund belongs to the Multisector Aggressive sector/asset class.

As at 29 Feb 2004, the size of the Colonial PST - High Growth Option managed fund was $1.25 million.

The Colonial PST - High Growth Option managed fund has an inception date of 26 Oct 2000.

The current entry price of the Colonial PST - High Growth Option managed fund is $0.9952 per unit and the current exit price is $0.9952 per unit (as at 31 Mar 2004).

The current exit price of the Colonial PST - High Growth Option managed fund is $0.9952 per unit and the current entry price is $0.9952 per unit (as at 31 Mar 2004).

The minimum initial investment amount for the Colonial PST - High Growth Option managed fund is $50,000.

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.