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  5. Col MPP - ING Annuity & Pension Balanced - Managed fund profile

Col MPP - ING Annuity & Pension Balanced - Managed Fund (Closed)

Fund Objective
To provide an investment with a lower risk profile than the Growth Fund and higher exposure to growth assets than the Stable Fund.
Fund Strategy
Invests in a diversified portfolio which invests in a wide range of asset types including growth investments such as shares and property. Asset allocation ranges (with benchmarks in brackets): Australian equities 10-40% (25%), Australian fixed interest 20-90% (55%), listed property trusts 0-10% (5%), overseas equities 0-10% (5%), overseas fixed interest 0-5% (0%), cash 0-55% (10%).

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% 0.09% 8.47% 5.63% 5.71% 5.52% 9.49% -%
Growth return 0% 0.09% 8.47% 5.63% 5.71% 5.52% 9.49% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.59% 2.88% 7.98% 7.21% 2.87% 2.18% 3.19% 4.48%
As at 31 Mar 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Col MPP - ING Annuity & Pension Balanced
Australian Equities
43.10%
International Equities
20.10%
Cash
9%
Property
5.60%
Fixed Interest
22.20%
Alternatives
0%
Average Allocation of Peers
Australian Equities
11.50%
International Equities
13.23%
Cash
19.71%
Property
4.25%
Fixed Interest
45.28%
Alternatives
6.03%

General Information

Fund Details
Type Description
Col MPP - ING Annuity & Pension Balanced
Closed
Colonial Mutual Superannuation Pty Ltd
CML0440AU
Multisector Moderate
Not Rated
Allocated Pension
1 Jul 1992
$0 million (as at 31 Oct 2003)
$2.5443 (as at 31 Mar 2002)
$2.5443 (as at 31 Mar 2002)
Finalised
Offer information
Type Description
Minimum initial investment $5,000.00

FAQs about the Col MPP - ING Annuity & Pension Balanced

The objective of the Col MPP - ING Annuity & Pension Balanced managed fund is To provide an investment with a lower risk profile than the Growth Fund and higher exposure to growth assets than the Stable Fund.

The strategy of the Col MPP - ING Annuity & Pension Balanced managed fund is Invests in a diversified portfolio which invests in a wide range of asset types including growth investments such as shares and property. Asset allocation ranges (with benchmarks in brackets): Australian equities 10-40% (25%), Australian fixed interest 20-90% (55%), listed property trusts 0-10% (5%), overseas equities 0-10% (5%), overseas fixed interest 0-5% (0%), cash 0-55% (10%).

The APIR code of the Col MPP - ING Annuity & Pension Balanced managed fund is CML0440AU.

Col MPP - ING Annuity & Pension Balanced’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Col MPP - ING Annuity & Pension Balanced’s total return for the last three months was 0.09%. This was made up of a growth return of 0.09% and an income return of 0%%. These returns were calculated as at 31 Mar 2002.

Col MPP - ING Annuity & Pension Balanced’s one-year total return is 5.63%. This was made up of a growth return of 5.63% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Col MPP - ING Annuity & Pension Balanced’s one-year total return is 5.52%. This was made up of a growth return of 5.52% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

The asset allocation of the Col MPP - ING Annuity & Pension Balanced managed fund is :

Australian Equities
43.10%
International Equities
20.10%
Cash
9%
Property
5.60%
Fixed Interest
22.20%
Alternatives
0%

The Responsible Entity for the Col MPP - ING Annuity & Pension Balanced managed fund is Colonial Mutual Superannuation Pty Ltd.

The Col MPP - ING Annuity & Pension Balanced managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Oct 2003, the size of the Col MPP - ING Annuity & Pension Balanced managed fund was $0 million.

The Col MPP - ING Annuity & Pension Balanced managed fund has an inception date of 1 Jul 1992.

The current entry price of the Col MPP - ING Annuity & Pension Balanced managed fund is $2.5443 per unit and the current exit price is $2.5443 per unit (as at 31 Mar 2002).

The current exit price of the Col MPP - ING Annuity & Pension Balanced managed fund is $2.5443 per unit and the current entry price is $2.5443 per unit (as at 31 Mar 2002).

The minimum initial investment amount for the Col MPP - ING Annuity & Pension Balanced 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.