Col MPP - ING Annuity & Pension Growth - Managed Fund

Fund Performance Comparison

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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

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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 0.07 0.16 9.42 6.66 6.29 6.34 10.69 -
Growth return 0.07 0.16 9.42 6.66 6.29 6.34 10.69 -
Income return 0 0 0 0 0 0 0 -
Market index (Morningstar Aus Msec Growth TR AUD)
Total return 0.06 1.01 5.86 14.95 9.86 10.73 8.79 9.07
As as 31 Mar 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Col MPP - ING Annuity & Pension Growth
Australian Equities
34.90%
International Equities
20.60%
Cash
3.60%
Property
10%
Fixed Interest
30.90%
Alternatives
0%
Average Allocation of Peers
Australian Equities
29.01%
International Equities
30.34%
Cash
6.94%
Property
7.02%
Fixed Interest
20.71%
Alternatives
5.97%

General Information

Fund Details
Type Description
Col MPP - ING Annuity & Pension Growth
Closed
Colonial Mutual Superannuation Pty Ltd
CML0439AU
Multisector Growth
Not Rated
Allocated Pension
1 Jan 1993
$0 million (as at 31 Oct 2003)
$2.5383 (as at 31 Mar 2002)
$2.5383 (as at 31 Mar 2002)
Fund Objective
To achieve a real rate of return over three years or more with above average returns and below average risk, and upper second quartile or better returns with below average risk over five years.
Fund Strategy
Invests in a wide range of asset sectors. Emphasis is towards equities and particularly to shares in industrial companies. Asset allocation ranges (with benchmarks in brackets): Australian equities 20-60% (35%), Australian fixed interest 10-80% (50%), listed property trusts 0-10% (5%), overseas equities 0-10% (5%), overseas fixed interest 0-5% (0%), cash 0-55% (5%).
Offer information
Type Description
Minimum initial investment $5,000.00

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%^.

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Underperforming
81%^

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.29%
Intelligent Investor Equity Growth 10.08%
InvestSMART High Growth 9.09%
Intelligent Investor Equity Income 8.77%
InvestSMART Diversified Property and Infrastructure 8.45%
InvestSMART Growth 8.27%
Intelligent Investor Australian Small Companies Fund 7.52%
InvestSMART Balanced 6.67%
InvestSMART Conservative 5.18%
InvestSMART Hybrid Income 4.42%
InvestSMART Interest Income 3.48%