Col MPP - P Partners Growth Trust - Managed Fund (Closed)

Fund Objective

To provide a total return which is greater than the return of the Trust's benchmark, through a mix of capital growth and income over the long-term. Recommended minimum investment period is 5 years .

Fund Strategy

Asset ranges (with benchmarks in brackets): international equities 18-22% (20%), Australian equities 20-60% (40%), direct/listed property 3-7% (5%), Australian fixed interest 15-55% (35%), cash 0-40% (0%).

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.6%	-0.84%	6.85%	5.35%	4.21%	-%	-%	-%
Growth return	0.6%	-0.84%	6.85%	5.35%	4.21%	-%	-%	-%
Income return	0%	0%	0%	0%	0%	-%	-%	-%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	0.38%	-0.09%	4.07%	8.34%	11.24%	10.63%	8.07%	8.42%

As at 31 Mar 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Col MPP - P Partners Growth Trust

Australian Equities: 49.10%

International Equities: 20.50%

Cash: 0.80%

Property & Infrastructure: 5.40%

Fixed Interest: 24.20%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 27.80%

International Equities: 34.62%

Cash: 5.19%

Property & Infrastructure: 6.11%

Fixed Interest: 20.43%

Alternatives: 5.84%

General Information

Fund Details

Type	Description
Fund Name	Col MPP - P Partners Growth Trust
Fund Status	Closed
Responsible Entity	Colonial Mutual Superannuation Pty Ltd
APIR Code	CML0445AU
Sector/Asset Class	Multisector Growth
Morningstar Rating	Not Rated
Legal Structure	Allocated Pension
Fund Inception	1 Jul 1999
Fund Size	$0 million (as at 31 Oct 2003)
Entry Price	$1.3092 (as at 31 Mar 2002)
Exit Price	$1.3026 (as at 31 Mar 2002)
Fund Status	Finalised

Offer information

Type	Description
Minimum initial investment	$5,000.00

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FAQs about the Col MPP - P Partners Growth Trust

What is the objective of the Col MPP - P Partners Growth Trust managed fund?

The objective of the Col MPP - P Partners Growth Trust managed fund is To provide a total return which is greater than the return of the Trust's benchmark, through a mix of capital growth and income over the long-term. Recommended minimum investment period is 5 years +.

What is the strategy for the Col MPP - P Partners Growth Trust managed fund?

The strategy of the Col MPP - P Partners Growth Trust managed fund is Asset ranges (with benchmarks in brackets): international equities 18-22% (20%), Australian equities 20-60% (40%), direct/listed property 3-7% (5%), Australian fixed interest 15-55% (35%), cash 0-40% (0%).

What is the APIR code of the Col MPP - P Partners Growth Trust managed fund?

The APIR code of the Col MPP - P Partners Growth Trust managed fund is CML0445AU.

What was Col MPP - P Partners Growth Trust’s total return last month?

Col MPP - P Partners Growth Trust’s total return last month was 0.6%. This was made up of a growth return of 0.6% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

What was Col MPP - P Partners Growth Trust’s total return for the last three months?

Col MPP - P Partners Growth Trust’s total return for the last three months was -0.84%. This was made up of a growth return of -0.84% and an income return of 0%%. These returns were calculated as at 31 Mar 2002.

What is Col MPP - P Partners Growth Trust’s one-year total return?

Col MPP - P Partners Growth Trust’s one-year total return is 5.35%. This was made up of a growth return of 5.35% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

What is Col MPP - P Partners Growth Trust’s three-year total return?

Col MPP - P Partners Growth Trust’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 2002.

What is the asset allocation of the Col MPP - P Partners Growth Trust managed fund?

The asset allocation of the Col MPP - P Partners Growth Trust managed fund is :

Australian Equities: 49.10%

International Equities: 20.50%

Cash: 0.80%

Property & Infrastructure: 5.40%

Fixed Interest: 24.20%

Alternatives: 0%

Who is the responsible Entity of the Col MPP - P Partners Growth Trust managed fund?

The Responsible Entity for the Col MPP - P Partners Growth Trust managed fund is Colonial Mutual Superannuation Pty Ltd.

What sector/asset class does the Col MPP - P Partners Growth Trust managed fund belong to?

The Col MPP - P Partners Growth Trust managed fund belongs to the Multisector Growth sector/asset class.

What is the size of the Col MPP - P Partners Growth Trust managed fund?

As at 31 Oct 2003, the size of the Col MPP - P Partners Growth Trust managed fund was $0 million.

What is the inception date of the Col MPP - P Partners Growth Trust managed fund?

The Col MPP - P Partners Growth Trust managed fund has an inception date of 1 Jul 1999.

What is the current entry price of the Col MPP - P Partners Growth Trust managed fund?

The current entry price of the Col MPP - P Partners Growth Trust managed fund is $1.3092 per unit and the current exit price is $1.3026 per unit (as at 31 Mar 2002).

What is the current exit price of the Col MPP - P Partners Growth Trust managed fund?

The current exit price of the Col MPP - P Partners Growth Trust managed fund is $1.3026 per unit and the current entry price is $1.3092 per unit (as at 31 Mar 2002).

What is the minimum investment amount for the Col MPP - P Partners Growth Trust managed fund?

The minimum initial investment amount for the Col MPP - P Partners Growth Trust 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.

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