Colonial PSL - Master Super - HSBC Balanced PST - Managed Fund

Fund Performance Comparison

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

{{ }}
Benchmark ({{ }})
{{ }}
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.fees * 100 | number:2 }}
% p.a.
{{ }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ }}
{{ 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.

Don't let high fees kill your returns

The {{ }} portfolio has fair and transparent fees to help you keep more money in your pocket.

View our Fund

Don't let high fees kill your returns

Build a diversified portfolio to match your needs with our range of low cost investment options.

View our funds

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0 -0.85 6.29 1.52 1.31 4.71 7.01 -
Growth return 0 -0.85 6.29 1.52 1.31 4.71 7.01 -
Income return 0 0 0 0 0 0 0 -
Market index (Morningstar Aus Msec Growth TR AUD)
Total return 3.69 5.01 6.08 19.65 11.38 11.15 8.59 9.47
As as 31 Mar 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial PSL - Master Super - HSBC Balanced PST
Australian Equities
International Equities
Fixed Interest
Average Allocation of Peers
Australian Equities
International Equities
Fixed Interest

General Information

Fund Details
Type Description
Colonial PSL - Master Super - HSBC Balanced PST
Colonial Mutual Superannuation Pty Ltd
Multisector Growth
Not Rated
Superannuation Fund
31 Jan 1997
$0 million (as at 31 Jan 2005)
$14.05 (as at 4 Apr 2002)
$14.05 (as at 4 Apr 2002)
Fund Objective
To provide capital growth over the medium- to long-term (3 to 6 years).
Fund Strategy
The Fund will have a balanced exposure to a range of capital growth assets such as Australian and international equities, and property (such as listed property trusts and direct property), and income-producing assets such as fixed interest and cash. Asset allocation ranges (with benchmarks in brackets): Australian equities 20-50% (35%), international equities 5-30% (20%), international F/I securities 0-10% (0%), direct/listed property 5-20% (15%), Australian F/I 5-30% (15%), cash 0-100 (15%).
Offer information
Type Description
Minimum initial investment $10,000.00

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%^.

Compare your fund

Underperform the industry standard benchmarks

Compare your fund

Our Managed Funds

Returns Since Inception
InvestSMART International Equities 12.66%
Intelligent Investor Equity Growth 10.56%
InvestSMART High Growth 10.06%
Intelligent Investor Australian Small Companies Fund 9.92%
InvestSMART Growth 8.99%
InvestSMART Property and Infrastructure 8.88%
Intelligent Investor Equity Income 8.65%
InvestSMART Balanced 7.22%
InvestSMART Conservative 5.50%
InvestSMART Hybrid Income 4.54%
InvestSMART Interest Income 3.51%