InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Col MPP - ING Annuity & Pension Growth - Managed fund profile

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

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%).

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

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 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 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
27.46%
International Equities
32.99%
Cash
6.66%
Property
6.79%
Fixed Interest
21.86%
Alternatives
4.24%

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)
Finalised
Offer information
Type Description
Minimum initial investment $5,000.00

FAQs about the Col MPP - ING Annuity & Pension Growth

The objective of the Col MPP - ING Annuity & Pension Growth managed fund is 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.

The strategy of the Col MPP - ING Annuity & Pension Growth managed fund is 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%).

The APIR code of the Col MPP - ING Annuity & Pension Growth managed fund is CML0439AU.

Col MPP - ING Annuity & Pension Growth’s total return last month was 0.07%. This was made up of a growth return of 0.07% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Col MPP - ING Annuity & Pension Growth’s total return for the last three months was 0.16%. This was made up of a growth return of 0.16% and an income return of 0%%. These returns were calculated as at 31 Mar 2002.

Col MPP - ING Annuity & Pension Growth’s one-year total return is 6.66%. This was made up of a growth return of 6.66% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Col MPP - ING Annuity & Pension Growth’s one-year total return is 6.34%. This was made up of a growth return of 6.34% 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 Growth managed fund is :

Australian Equities
34.90%
International Equities
20.60%
Cash
3.60%
Property
10%
Fixed Interest
30.90%
Alternatives
0%

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

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

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

The Col MPP - ING Annuity & Pension Growth managed fund has an inception date of 1 Jan 1993.

The current entry price of the Col MPP - ING Annuity & Pension Growth managed fund is $2.5383 per unit and the current exit price is $2.5383 per unit (as at 31 Mar 2002).

The current exit price of the Col MPP - ING Annuity & Pension Growth managed fund is $2.5383 per unit and the current entry price is $2.5383 per unit (as at 31 Mar 2002).

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