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  5. Col Easy Option Super & Rollover - Property Securities (ALC) - Managed fund profile

Col Easy Option Super & Rollover - Property Securities (ALC) - Managed Fund (Closed)

Fund Objective
To provide income and moderate capital growth over the medium- to long-term. Suggested minimum investment period is 4 years.
Fund Strategy
Invests in a diversified portfolio of property securities. Asset allocation ranges: property securities listed on the ASX 80-100%, cash 0-20%. Investments in property securities may also include unlisted securities on the basis that they are expected to be listed in the future.

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 1.36% 2.7% 2.96% 15.72% 11.88% -% -% -%
Growth return 1.36% 2.7% 2.96% 15.72% 11.88% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return 4.47% 9.86% 16.7% 14.49% 20.15% 15.35% 12.27% 9%
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 - Property Securities (ALC)
Cash
2.90%
Property & Infrastructure
97.10%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
2.37%
Property & Infrastructure
93.06%
Australian Equities
4.32%
International Equities
0.24%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
Col Easy Option Super & Rollover - Property Securities (ALC)
Closed
Colonial First State Investments Limited
FSF0128AU
Equity Australia Real Estate
Not Rated
Superannuation Fund
31 May 1999
$0 million (as at 31 Oct 2003)
$1.2643 (as at 10 May 2002)
$1.2643 (as at 10 May 2002)
Finalised
Offer information
Type Description
Minimum initial investment $1,500.00

FAQs about the Col Easy Option Super & Rollover - Property Securities (ALC)

The objective of the Col Easy Option Super & Rollover - Property Securities (ALC) managed fund is To provide income and moderate capital growth over the medium- to long-term. Suggested minimum investment period is 4 years.

The strategy of the Col Easy Option Super & Rollover - Property Securities (ALC) managed fund is Invests in a diversified portfolio of property securities. Asset allocation ranges: property securities listed on the ASX 80-100%, cash 0-20%. Investments in property securities may also include unlisted securities on the basis that they are expected to be listed in the future.

The APIR code of the Col Easy Option Super & Rollover - Property Securities (ALC) managed fund is FSF0128AU.

Col Easy Option Super & Rollover - Property Securities (ALC)’s total return last month was 1.36%. This was made up of a growth return of 1.36% and an income return of 0%. These returns were calculated as at 30 Apr 2002.

Col Easy Option Super & Rollover - Property Securities (ALC)’s total return for the last three months was 2.7%. This was made up of a growth return of 2.7% and an income return of 0%%. These returns were calculated as at 30 Apr 2002.

Col Easy Option Super & Rollover - Property Securities (ALC)’s one-year total return is 15.72%. This was made up of a growth return of 15.72% and an income return of 0%. These returns were calculated as at 30 Apr 2002.

Col Easy Option Super & Rollover - Property Securities (ALC)’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 - Property Securities (ALC) managed fund is :

Cash
2.90%
Property & Infrastructure
97.10%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Col Easy Option Super & Rollover - Property Securities (ALC) managed fund is Colonial First State Investments Limited.

The Col Easy Option Super & Rollover - Property Securities (ALC) managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 31 Oct 2003, the size of the Col Easy Option Super & Rollover - Property Securities (ALC) managed fund was $0 million.

The Col Easy Option Super & Rollover - Property Securities (ALC) managed fund has an inception date of 31 May 1999.

The current entry price of the Col Easy Option Super & Rollover - Property Securities (ALC) managed fund is $1.2643 per unit and the current exit price is $1.2643 per unit (as at 10 May 2002).

The current exit price of the Col Easy Option Super & Rollover - Property Securities (ALC) managed fund is $1.2643 per unit and the current entry price is $1.2643 per unit (as at 10 May 2002).

The minimum initial investment amount for the Col Easy Option Super & Rollover - Property Securities (ALC) 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.