Colonial PSL - MPens - BT Wholesale Balanced Returns - Managed Fund (Closed)

Fund Performance Comparison

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

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Benchmark ({{ }})
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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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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.

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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 0.73 -0.72 6.07 -0.43 -1.56 3.11 - -
Growth return 0.73 -0.72 6.07 -0.43 -1.56 3.11 - -
Income return 0 0 0 0 0 0 - -
Market index (Morningstar Aus Msec Balanced TR AUD)
Total return 0.21 5.06 6.67 3.85 9.53 6.73 6.91 7.8
As as 31 Mar 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial PSL - MPens - BT Wholesale Balanced Returns
Australian Equities
International Equities
Fixed Interest
Average Allocation of Peers
Australian Equities
International Equities
Fixed Interest

General Information

Fund Details
Type Description
Colonial PSL - MPens - BT Wholesale Balanced Returns
Colonial Mutual Superannuation Pty Ltd
Multisector Balanced
Not Rated
Allocated Pension
31 May 1997
$0 million (as at 31 Mar 2005)
$13.88 (as at 4 Apr 2002)
$13.88 (as at 4 Apr 2002)
Fund Objective
To provide a total return higher than the return from its benchmark over the long-term. Recommended investment timeframe is 5 years or more.
Fund Strategy
Invests in a broad range of investments including shares, property, fixed interest, and cash. Investment guidelines (with benchmarks in brackets): Australian shares 10-45% (28%), international shares 10-45% (25%), property 0-15% (7%), Australian fixed interest 5-40% (20%), international fixed interest 0-20% (10%), cash and other 0-40% (10%). Total growth investments 20-75% (shares 20-60%), total income investments 25-80% (fixed interest 5-55%).
Offer information
Type Description
Minimum initial investment $30,000

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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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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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 10.69%
Intelligent Investor Equity Growth 10.54%
Intelligent Investor Australian Growth Fund (formerly the Small Companies Fund) 9.97%
Intelligent Investor Equity Income 8.19%
InvestSMART High Growth 8.06%
InvestSMART Growth 7.27%
InvestSMART Balanced 5.91%
InvestSMART Conservative 4.51%
InvestSMART Hybrid Income 4.28%
InvestSMART Property and Infrastructure 3.77%
InvestSMART Interest Income 3.05%