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  5. Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares - Managed fund profile

Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares - Managed Fund (Closed)

Fund Objective
To provide long-term capital growth. Recommended minimum investment period is 7 years .
Fund Strategy
Invests in a selection of listed companies primarily located in Europe and the United Kingdom. Asset ranges: European shares 96-100%, cash 0-4%.

Fund Performance Comparison

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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.
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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 -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (MSCI Europe NR USD)
Total return 3.74% 5.23% 16.86% 14.11% 7.56% 6.19% 7.96% 4.44%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares
International Equities
96.42%
Cash
3.58%
Australian Equities
0%
Property
0%
Average Allocation of Peers
International Equities
86.43%
Cash
0.84%
Australian Equities
12.59%
Property
0.15%

General Information

Fund Details
Type Description
Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares
Closed
Colonial Mutual Superannuation Pty Ltd
PRU0398AU
Equity Europe
Not Rated
Allocated Pension
1 Sep 2001
$0 million (as at 31 Mar 2005)
n/a
$99 (as at 20 Jun 2002)
Finalised
Offer information
Type Description
Minimum initial investment $3,000.00

FAQs about the Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares

The objective of the Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares managed fund is To provide long-term capital growth. Recommended minimum investment period is 7 years +.

The strategy of the Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares managed fund is Invests in a selection of listed companies primarily located in Europe and the United Kingdom. Asset ranges: European shares 96-100%, cash 0-4%.

The APIR code of the Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares managed fund is PRU0398AU.

Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares’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 .

Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares’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 .

The asset allocation of the Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares managed fund is :

International Equities
96.42%
Cash
3.58%
Australian Equities
0%
Property
0%

The Responsible Entity for the Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares managed fund is Colonial Mutual Superannuation Pty Ltd.

The Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares managed fund belongs to the Equity Europe sector/asset class.

As at 31 Mar 2005, the size of the Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares managed fund was $0 million.

The Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares managed fund has an inception date of 1 Sep 2001.

The current entry price of the Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares managed fund is $ per unit and the current exit price is $99 per unit (as at 20 Jun 2002).

The current exit price of the Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares managed fund is $99 per unit and the current entry price is $ per unit (as at 20 Jun 2002).

The minimum initial investment amount for the Colonial PSL - MPens - Colonial Wholesale Pan - Europe Shares managed fund is $3,000.

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.