Colonial FCL Super Investment Growth Bond - Property Fund - Managed Fund

Fund Performance Comparison

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

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ 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 {{ modelPortfolio.name }} 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 2.32 5.04 8.05 8.84 8.19 4.99 6.69 7.31
Growth return 2.32 5.04 8.05 8.84 8.19 4.99 6.69 7.31
Income return 0 0 0 0 0 0 0 0
Market index (S&P/ASX 200 A-REIT TR)
Total return 1.18 8.16 14.72 19.42 17.6 8.59 12.98 12.44
As as 31 Aug 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FCL Super Investment Growth Bond - Property Fund
Cash
0.94%
Property
99.06%
Australian Equities
0%
International Equities
0%
Average Allocation of Peers
Cash
1.98%
Property
97.47%
Australian Equities
0.36%
International Equities
0.19%

General Information

Fund Details
Type Description
Colonial FCL Super Investment Growth Bond - Property Fund
Colonial Financial Corporation Limited
LGL0504AU
Unlisted and Direct Property
starstarstar (as at 28 Feb 2011)
Superannuation Fund
1 Aug 1989
$0.02 million (as at 31 Jul 2019)
n/a
$6.9216 (as at 6 Sep 2019)
Fund Objective
To provide exposure to a diversified portfolio of properties (industrial, commercial, office and retail) in various central business districts and regional locations throughout Australia.
Fund Strategy
To provide exposure to a diversified portfolio of properties in various central business districts and regional locations throughout Australia through one of Legal & General's Private Property Trusts, which:* Represent good longer term value (location, user demand), * Are consistent with the overall risk profile of the fund .The fund remains highly liquid which is earmarked for investment in listed property trusts or direct property.
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.08% (as at 30 Jun 2011)
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
Underperforming
81%^

Underperform the industry standard benchmarks

Compare your fund

Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.25%
InvestSMART High Growth 9.13%
Intelligent Investor Equity Growth 8.98%
InvestSMART Diversified Property and Infrastructure 8.67%
Intelligent Investor Equity Income 8.64%
InvestSMART Growth 8.42%
InvestSMART Balanced 6.84%
InvestSMART Conservative 5.41%
InvestSMART Hybrid Income 5.37%
Intelligent Investor Australian Small Companies Fund 5.27%
InvestSMART Interest Income 3.90%

Want to track how your managed fund is performing every month?