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  5. Col Master Personal Super - BT Wholesale International Share - Managed fund profile

Col Master Personal Super - BT Wholesale International Share - Managed Fund (Closed)

Fund Objective
To provide total returns higher than the MSCI World (ex-Australia) Net Dividends Reinvested Accumulation Index over the long-term. Recommended investment timeframe is 6 years or more.
Fund Strategy
Currently invests in the BT International Fund which invests predominantly in international shares (excluding Australian shares). The Fund may also invest directly into international shares. There are no restrictions on the amount that may be invested in any one country. Fund will normally have some exposure to cash, although generally this would be less than 10%. Fund may use derivatives. Asset allocation ranges: international equities 0-100%, cash 0-100%.

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 2.47% -2.93% 2.28% -12.08% -12.16% 2.6% -% -%
Growth return 2.47% -2.93% 2.28% -12.08% -12.16% 2.6% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Mar 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Col Master Personal Super - BT Wholesale International Share
International Equities
98.80%
Cash
1.20%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.48%
Cash
1.77%
Australian Equities
1.45%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
Col Master Personal Super - BT Wholesale International Share
Closed
Colonial Mutual Superannuation Pty Ltd
CML0467AU
Equity World Other
Not Rated
Superannuation Fund
25 Jun 1997
$0 million (as at 31 May 2004)
$1.6069 (as at 31 Mar 2002)
$1.603 (as at 31 Mar 2002)
Finalised
Offer information
Type Description
Minimum initial investment

FAQs about the Col Master Personal Super - BT Wholesale International Share

The objective of the Col Master Personal Super - BT Wholesale International Share managed fund is To provide total returns higher than the MSCI World (ex-Australia) Net Dividends Reinvested Accumulation Index over the long-term. Recommended investment timeframe is 6 years or more.

The strategy of the Col Master Personal Super - BT Wholesale International Share managed fund is Currently invests in the BT International Fund which invests predominantly in international shares (excluding Australian shares). The Fund may also invest directly into international shares. There are no restrictions on the amount that may be invested in any one country. Fund will normally have some exposure to cash, although generally this would be less than 10%. Fund may use derivatives. Asset allocation ranges: international equities 0-100%, cash 0-100%.

The APIR code of the Col Master Personal Super - BT Wholesale International Share managed fund is CML0467AU.

Col Master Personal Super - BT Wholesale International Share’s total return last month was 2.47%. This was made up of a growth return of 2.47% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Col Master Personal Super - BT Wholesale International Share’s total return for the last three months was -2.93%. This was made up of a growth return of -2.93% and an income return of 0%%. These returns were calculated as at 31 Mar 2002.

Col Master Personal Super - BT Wholesale International Share’s one-year total return is -12.08%. This was made up of a growth return of -12.08% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Col Master Personal Super - BT Wholesale International Share’s one-year total return is 2.6%. This was made up of a growth return of 2.6% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

The asset allocation of the Col Master Personal Super - BT Wholesale International Share managed fund is :

International Equities
98.80%
Cash
1.20%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Col Master Personal Super - BT Wholesale International Share managed fund is Colonial Mutual Superannuation Pty Ltd.

The Col Master Personal Super - BT Wholesale International Share managed fund belongs to the Equity World Other sector/asset class.

As at 31 May 2004, the size of the Col Master Personal Super - BT Wholesale International Share managed fund was $0 million.

The Col Master Personal Super - BT Wholesale International Share managed fund has an inception date of 25 Jun 1997.

The current entry price of the Col Master Personal Super - BT Wholesale International Share managed fund is $1.6069 per unit and the current exit price is $1.603 per unit (as at 31 Mar 2002).

The current exit price of the Col Master Personal Super - BT Wholesale International Share managed fund is $1.603 per unit and the current entry price is $1.6069 per unit (as at 31 Mar 2002).

The minimum initial investment amount for the Col Master Personal Super - BT Wholesale International Share managed fund is $0.

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.