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  5. Col MPP - Cwealth Master Growth - Managed fund profile

Col MPP - Cwealth Master Growth - Managed Fund (Closed)

Fund Objective
To produce an investment return which provides significant capital growth over the long-term. Recommended minimum investment period: 5 years .
Fund Strategy
Invests primarily in growth oriented assets. Asset ranges with benchmark in brackets: Australian equities 35-61% (47.5%), international equities 15-35% (25%), property 0-10% (5%), bonds 12.5-37.5% (20%), cash 1.5-25% (2.5%).

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 2.05% -3.7% -1.49% -12.69% -% -% -% -%
Growth return 2.05% -3.7% -1.49% -12.69% -% -% -% -%
Income return 0% 0% 0% 0% -% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.5% 5.98% 13.05% 14.32% 6.19% 6.56% 7.27% 7.68%
As at 31 Mar 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Col MPP - Cwealth Master Growth
Australian Equities
47.80%
International Equities
24.40%
Cash
2.40%
Property
4.10%
Fixed Interest
21.30%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.50%
International Equities
33.02%
Cash
6.64%
Property
6.78%
Fixed Interest
21.81%
Alternatives
4.25%

General Information

Fund Details
Type Description
Col MPP - Cwealth Master Growth
Closed
Colonial Mutual Superannuation Pty Ltd
CML0663AU
Multisector Growth
Not Rated
Allocated Pension
1 Sep 2001
$0.19 million (as at 31 Mar 2003)
$0.931 (as at 30 Apr 2003)
$0.931 (as at 30 Apr 2003)
Finalised
Offer information
Type Description
Minimum initial investment $5,000.00

FAQs about the Col MPP - Cwealth Master Growth

The objective of the Col MPP - Cwealth Master Growth managed fund is To produce an investment return which provides significant capital growth over the long-term. Recommended minimum investment period: 5 years +.

The strategy of the Col MPP - Cwealth Master Growth managed fund is Invests primarily in growth oriented assets. Asset ranges with benchmark in brackets: Australian equities 35-61% (47.5%), international equities 15-35% (25%), property 0-10% (5%), bonds 12.5-37.5% (20%), cash 1.5-25% (2.5%).

The APIR code of the Col MPP - Cwealth Master Growth managed fund is CML0663AU.

Col MPP - Cwealth Master Growth’s total return last month was 2.05%. This was made up of a growth return of 2.05% and an income return of 0%. These returns were calculated as at 31 Mar 2003.

Col MPP - Cwealth Master Growth’s total return for the last three months was -3.7%. This was made up of a growth return of -3.7% and an income return of 0%%. These returns were calculated as at 31 Mar 2003.

Col MPP - Cwealth Master Growth’s one-year total return is -12.69%. This was made up of a growth return of -12.69% and an income return of 0%. These returns were calculated as at 31 Mar 2003.

Col MPP - Cwealth Master Growth’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 31 Mar 2003.

The asset allocation of the Col MPP - Cwealth Master Growth managed fund is :

Australian Equities
47.80%
International Equities
24.40%
Cash
2.40%
Property
4.10%
Fixed Interest
21.30%
Alternatives
0%

The Responsible Entity for the Col MPP - Cwealth Master Growth managed fund is Colonial Mutual Superannuation Pty Ltd.

The Col MPP - Cwealth Master Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Mar 2003, the size of the Col MPP - Cwealth Master Growth managed fund was $0.19 million.

The Col MPP - Cwealth Master Growth managed fund has an inception date of 1 Sep 2001.

The current entry price of the Col MPP - Cwealth Master Growth managed fund is $0.931 per unit and the current exit price is $0.931 per unit (as at 30 Apr 2003).

The current exit price of the Col MPP - Cwealth Master Growth managed fund is $0.931 per unit and the current entry price is $0.931 per unit (as at 30 Apr 2003).

The minimum initial investment amount for the Col MPP - Cwealth Master Growth managed fund is $5,000.

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.