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  5. Col Easy Option Super & Rollover - Diversified Growth - Managed fund profile

Col Easy Option Super & Rollover - Diversified Growth - Managed Fund (Closed)

Fund Objective
To provide consistent returns with low volatility and to provide tax-effectiveness. Suggested minimum investment period is 4 years.
Fund Strategy
Invests up to 75% in growth investments (such as Australian shares, international shares, and property securities) and up to 25% in money-market and fixed interest securities. Investment managers are Colonial First State, Zurich, and ING, with each managing approximately one-third of the portfolio.

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 -1.8% -1.71% 0.23% -0.2% 2.68% 3.56% -% -%
Growth return -1.8% -1.71% 0.23% -0.2% 2.68% 3.56% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 30 Apr 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Col Easy Option Super & Rollover - Diversified Growth
Australian Equities
37.60%
International Equities
25.30%
Cash
8.90%
Property & Infrastructure
6.80%
Fixed Interest
21.20%
Alternatives
0.20%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.26%
Cash
6.12%
Property & Infrastructure
6.35%
Fixed Interest
20.99%
Alternatives
4.01%

General Information

Fund Details
Type Description
Col Easy Option Super & Rollover - Diversified Growth
Closed
Colonial First State Investments Limited
FSF0054AU
Multisector Growth
Not Rated
Superannuation Fund
14 May 1998
$0 million (as at 31 Oct 2003)
$1.1673 (as at 10 May 2002)
$1.1673 (as at 10 May 2002)
Finalised
Offer information
Type Description
Minimum initial investment $1,500.00

FAQs about the Col Easy Option Super & Rollover - Diversified Growth

The objective of the Col Easy Option Super & Rollover - Diversified Growth managed fund is To provide consistent returns with low volatility and to provide tax-effectiveness. Suggested minimum investment period is 4 years.

The strategy of the Col Easy Option Super & Rollover - Diversified Growth managed fund is Invests up to 75% in growth investments (such as Australian shares, international shares, and property securities) and up to 25% in money-market and fixed interest securities. Investment managers are Colonial First State, Zurich, and ING, with each managing approximately one-third of the portfolio.

The APIR code of the Col Easy Option Super & Rollover - Diversified Growth managed fund is FSF0054AU.

Col Easy Option Super & Rollover - Diversified Growth’s total return last month was -1.8%. This was made up of a growth return of -1.8% and an income return of 0%. These returns were calculated as at 30 Apr 2002.

Col Easy Option Super & Rollover - Diversified Growth’s total return for the last three months was -1.71%. This was made up of a growth return of -1.71% and an income return of 0%%. These returns were calculated as at 30 Apr 2002.

Col Easy Option Super & Rollover - Diversified Growth’s one-year total return is -0.2%. This was made up of a growth return of -0.2% and an income return of 0%. These returns were calculated as at 30 Apr 2002.

Col Easy Option Super & Rollover - Diversified Growth’s one-year total return is 3.56%. This was made up of a growth return of 3.56% and an income return of 0%. These returns were calculated as at 30 Apr 2002.

The asset allocation of the Col Easy Option Super & Rollover - Diversified Growth managed fund is :

Australian Equities
37.60%
International Equities
25.30%
Cash
8.90%
Property & Infrastructure
6.80%
Fixed Interest
21.20%
Alternatives
0.20%

The Responsible Entity for the Col Easy Option Super & Rollover - Diversified Growth managed fund is Colonial First State Investments Limited.

The Col Easy Option Super & Rollover - Diversified Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Oct 2003, the size of the Col Easy Option Super & Rollover - Diversified Growth managed fund was $0 million.

The Col Easy Option Super & Rollover - Diversified Growth managed fund has an inception date of 14 May 1998.

The current entry price of the Col Easy Option Super & Rollover - Diversified Growth managed fund is $1.1673 per unit and the current exit price is $1.1673 per unit (as at 10 May 2002).

The current exit price of the Col Easy Option Super & Rollover - Diversified Growth managed fund is $1.1673 per unit and the current entry price is $1.1673 per unit (as at 10 May 2002).

The minimum initial investment amount for the Col Easy Option Super & Rollover - Diversified Growth managed fund is $1,500.

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.