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Col Master Personal Super - Colonial Wholesale Diversified - Managed Fund (Closed)

Fund Objective
To provide consistent returns with low volatility (relative to single sector growth options). Suggested investment timeframe is 4 years plus.
Fund Strategy
Invests across most major sectors. Asset allocation ranges: fixed interest securities and/or cash 30-44%, property securities 8-10%, Australian shares 32-40%, international shares 20-25%.

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 0.15% 1.8% 0.86% 10.46% -1.33% -0.56% 3.23% -%
Growth return 0.15% 1.8% 0.86% 10.46% -1.33% -0.56% 3.23% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.59% 1.39% 3.73% 10.93% 11.27% 11.49% 7.26% 8.05%
As at 29 Feb 2004. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Col Master Personal Super - Colonial Wholesale Diversified
Australian Equities
30.63%
International Equities
30.94%
Cash
5.03%
Property & Infrastructure
4.15%
Fixed Interest
28.07%
Alternatives
1.18%
Average Allocation of Peers
Australian Equities
27.42%
International Equities
34.76%
Cash
5.37%
Property & Infrastructure
6.01%
Fixed Interest
21.54%
Alternatives
4.90%

General Information

Fund Details
Type Description
Col Master Personal Super - Colonial Wholesale Diversified
Closed
Colonial Mutual Superannuation Pty Ltd
CML0485AU
Multisector Growth
Not Rated
Superannuation Fund
25 Jan 1996
$19.95 million (as at 29 Feb 2004)
$1.8762 (as at 29 Feb 2004)
$1.8688 (as at 29 Feb 2004)
Finalised
Offer information
Type Description
Minimum initial investment
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FAQs about the Col Master Personal Super - Colonial Wholesale Diversified

The objective of the Col Master Personal Super - Colonial Wholesale Diversified managed fund is To provide consistent returns with low volatility (relative to single sector growth options). Suggested investment timeframe is 4 years plus.

The strategy of the Col Master Personal Super - Colonial Wholesale Diversified managed fund is Invests across most major sectors. Asset allocation ranges: fixed interest securities and/or cash 30-44%, property securities 8-10%, Australian shares 32-40%, international shares 20-25%.

The APIR code of the Col Master Personal Super - Colonial Wholesale Diversified managed fund is CML0485AU.

Col Master Personal Super - Colonial Wholesale Diversified’s total return last month was 0.15%. This was made up of a growth return of 0.15% and an income return of 0%. These returns were calculated as at 29 Feb 2004.

Col Master Personal Super - Colonial Wholesale Diversified’s total return for the last three months 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 29 Feb 2004.

Col Master Personal Super - Colonial Wholesale Diversified’s one-year total return is 10.46%. This was made up of a growth return of 10.46% and an income return of 0%. These returns were calculated as at 29 Feb 2004.

Col Master Personal Super - Colonial Wholesale Diversified’s one-year total return is -0.56%. This was made up of a growth return of -0.56% and an income return of 0%. These returns were calculated as at 29 Feb 2004.

The asset allocation of the Col Master Personal Super - Colonial Wholesale Diversified managed fund is :

Australian Equities
30.63%
International Equities
30.94%
Cash
5.03%
Property & Infrastructure
4.15%
Fixed Interest
28.07%
Alternatives
1.18%

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

The Col Master Personal Super - Colonial Wholesale Diversified managed fund belongs to the Multisector Growth sector/asset class.

As at 29 Feb 2004, the size of the Col Master Personal Super - Colonial Wholesale Diversified managed fund was $19.95 million.

The Col Master Personal Super - Colonial Wholesale Diversified managed fund has an inception date of 25 Jan 1996.

The current entry price of the Col Master Personal Super - Colonial Wholesale Diversified managed fund is $1.8762 per unit and the current exit price is $1.8688 per unit (as at 29 Feb 2004).

The current exit price of the Col Master Personal Super - Colonial Wholesale Diversified managed fund is $1.8688 per unit and the current entry price is $1.8762 per unit (as at 29 Feb 2004).

The minimum initial investment amount for the Col Master Personal Super - Colonial Wholesale Diversified 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.