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  5. Col Easy Option Super & Rollover - MLM Australian Shares - Managed fund profile

Col Easy Option Super & Rollover - MLM Australian Shares - Managed Fund (Closed)

Fund Objective
To achieve growth over the medium- to long-term and to provide tax-effective income. Suggested minimum investment period is 6 years.
Fund Strategy
Invests mainly in shares listed on the ASX. Asset allocation ranges: shares listed on the ASX 80-100%, cash 0-20%. A maximum of 40 stocks will be held at most times. Fund may also use derivatives.

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 0.22% -0.58% 3.89% 2.59% 7.45% -% -% -%
Growth return 0.22% -0.58% 3.89% 2.59% 7.45% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
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 - MLM Australian Shares
Australian Equities
99.50%
Cash
0.50%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.42%
Cash
-0.77%
International Equities
5.11%
Property & Infrastructure
1.40%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Col Easy Option Super & Rollover - MLM Australian Shares
Closed
Colonial First State Investments Limited
FSF0121AU
Equity Australia Other
Not Rated
Superannuation Fund
31 May 1999
$0 million (as at 31 Oct 2003)
$1.1223 (as at 10 May 2002)
$1.1223 (as at 10 May 2002)
Finalised
Offer information
Type Description
Minimum initial investment $1,500.00

FAQs about the Col Easy Option Super & Rollover - MLM Australian Shares

The objective of the Col Easy Option Super & Rollover - MLM Australian Shares managed fund is To achieve growth over the medium- to long-term and to provide tax-effective income. Suggested minimum investment period is 6 years.

The strategy of the Col Easy Option Super & Rollover - MLM Australian Shares managed fund is Invests mainly in shares listed on the ASX. Asset allocation ranges: shares listed on the ASX 80-100%, cash 0-20%. A maximum of 40 stocks will be held at most times. Fund may also use derivatives.

The APIR code of the Col Easy Option Super & Rollover - MLM Australian Shares managed fund is FSF0121AU.

Col Easy Option Super & Rollover - MLM Australian Shares’s total return last month was 0.22%. This was made up of a growth return of 0.22% and an income return of 0%. These returns were calculated as at 30 Apr 2002.

Col Easy Option Super & Rollover - MLM Australian Shares’s total return for the last three months was -0.58%. This was made up of a growth return of -0.58% and an income return of 0%%. These returns were calculated as at 30 Apr 2002.

Col Easy Option Super & Rollover - MLM Australian Shares’s one-year total return is 2.59%. This was made up of a growth return of 2.59% and an income return of 0%. These returns were calculated as at 30 Apr 2002.

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

The asset allocation of the Col Easy Option Super & Rollover - MLM Australian Shares managed fund is :

Australian Equities
99.50%
Cash
0.50%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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

The Col Easy Option Super & Rollover - MLM Australian Shares managed fund belongs to the Equity Australia Other sector/asset class.

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

The Col Easy Option Super & Rollover - MLM Australian Shares managed fund has an inception date of 31 May 1999.

The current entry price of the Col Easy Option Super & Rollover - MLM Australian Shares managed fund is $1.1223 per unit and the current exit price is $1.1223 per unit (as at 10 May 2002).

The current exit price of the Col Easy Option Super & Rollover - MLM Australian Shares managed fund is $1.1223 per unit and the current entry price is $1.1223 per unit (as at 10 May 2002).

The minimum initial investment amount for the Col Easy Option Super & Rollover - MLM Australian Shares 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.