InvestSMART

Col MPP - Perpetual Industrial Share - Managed Fund (Closed)

Fund Objective
To provide long-term capital growth and income, while minimising risk and optimising performance through a disciplined approach to investing. Recommended minimum investment period is 7 years .
Fund Strategy
Asset ranges: Australian equities 90-100%, cash 0-10%.

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.

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 2.9% 9.15% 8.25% 4.58% -% -% -% -%
Growth return 2.9% 9.15% 8.25% 4.58% -% -% -% -%
Income return 0% 0% 0% 0% -% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 2.18% -1.22% -0.87% 10.12% 9.95% 9.66% 8.36% 9.31%
As at 30 Jun 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Col MPP - Perpetual Industrial Share
Australian Equities
88.92%
International Equities
0.06%
Cash
8.30%
Property & Infrastructure
2.72%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
96.22%
International Equities
3.88%
Cash
-0.77%
Property & Infrastructure
1.13%
Fixed Interest
-0.44%
Alternatives
-0.02%

General Information

Fund Details
Type Description
Col MPP - Perpetual Industrial Share
Closed
Colonial Mutual Superannuation Pty Ltd
CML0676AU
Equity Australia Large Value
Not Rated
Allocated Pension
1 Sep 2001
$0.94 million (as at 30 Jun 2003)
$1.5486 (as at 30 Jun 2003)
$1.5423 (as at 30 Jun 2003)
Finalised
Offer information
Type Description
Minimum initial investment $5,000.00
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the Col MPP - Perpetual Industrial Share

The objective of the Col MPP - Perpetual Industrial Share managed fund is To provide long-term capital growth and income, while minimising risk and optimising performance through a disciplined approach to investing. Recommended minimum investment period is 7 years +.

The strategy of the Col MPP - Perpetual Industrial Share managed fund is Asset ranges: Australian equities 90-100%, cash 0-10%.

The APIR code of the Col MPP - Perpetual Industrial Share managed fund is CML0676AU.

Col MPP - Perpetual Industrial Share’s total return last month was 2.9%. This was made up of a growth return of 2.9% and an income return of 0%. These returns were calculated as at 30 Jun 2003.

Col MPP - Perpetual Industrial Share’s total return for the last three months was 9.15%. This was made up of a growth return of 9.15% and an income return of 0%%. These returns were calculated as at 30 Jun 2003.

Col MPP - Perpetual Industrial Share’s one-year total return is 4.58%. This was made up of a growth return of 4.58% and an income return of 0%. These returns were calculated as at 30 Jun 2003.

Col MPP - Perpetual Industrial Share’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 30 Jun 2003.

The asset allocation of the Col MPP - Perpetual Industrial Share managed fund is :

Australian Equities
88.92%
International Equities
0.06%
Cash
8.30%
Property & Infrastructure
2.72%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Col MPP - Perpetual Industrial Share managed fund is Colonial Mutual Superannuation Pty Ltd.

The Col MPP - Perpetual Industrial Share managed fund belongs to the Equity Australia Large Value sector/asset class.

As at 30 Jun 2003, the size of the Col MPP - Perpetual Industrial Share managed fund was $0.94 million.

The Col MPP - Perpetual Industrial Share managed fund has an inception date of 1 Sep 2001.

The current entry price of the Col MPP - Perpetual Industrial Share managed fund is $1.5486 per unit and the current exit price is $1.5423 per unit (as at 30 Jun 2003).

The current exit price of the Col MPP - Perpetual Industrial Share managed fund is $1.5423 per unit and the current entry price is $1.5486 per unit (as at 30 Jun 2003).

The minimum initial investment amount for the Col MPP - Perpetual Industrial Share 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.