Colonial PSL - MPens - Cwealth Master Australian Shares - Managed Fund (Closed)

Fund Objective

To produce significant returns over the long-term consistent with the performance of the S&P/ASX 200 Accumulation Index. Recommended minimum investment period is 7 years .

Fund Strategy

Asset ranges with benchmark in brackets: Australian equities 80-100% (90%), cash 0-20% (10%).

Fund Performance Comparison

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Peers

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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.

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Fees Comparison

% 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.

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 (S&P/ASX 200 TR AUD)
Total return	3.1%	7.03%	11.65%	14.74%	14.82%	13.04%	12.32%	9.87%

Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial PSL - MPens - Cwealth Master Australian Shares

Australian Equities: 98.20%

Cash: 1.80%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 93.72%

Cash: -0.78%

International Equities: 4.82%

Property & Infrastructure: 1.41%

Fixed Interest: 0.26%

Alternatives: 0.58%

General Information

Fund Details

Type	Description
Fund Name	Colonial PSL - MPens - Cwealth Master Australian Shares
Fund Status	Closed
Responsible Entity	Colonial Mutual Superannuation Pty Ltd
APIR Code	PRU0388AU
Sector/Asset Class	Equity Australia Other
Morningstar Rating	Not Rated
Legal Structure	Allocated Pension
Fund Inception	1 Sep 2001
Fund Size	$0 million (as at 31 Mar 2005)
Entry Price	n/a
Exit Price	n/a
Fund Status	Finalised

Offer information

Type	Description
Minimum initial investment	$3,000.00

FAQs about the Colonial PSL - MPens - Cwealth Master Australian Shares

What is the objective of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund?

The objective of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund is To produce significant returns over the long-term consistent with the performance of the S&P/ASX 200 Accumulation Index. Recommended minimum investment period is 7 years +.

What is the strategy for the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund?

The strategy of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund is Asset ranges with benchmark in brackets: Australian equities 80-100% (90%), cash 0-20% (10%).

What is the APIR code of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund?

The APIR code of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund is PRU0388AU.

What was Colonial PSL - MPens - Cwealth Master Australian Shares’s total return last month?

Colonial PSL - MPens - Cwealth Master Australian 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 .

What was Colonial PSL - MPens - Cwealth Master Australian Shares’s total return for the last three months?

Colonial PSL - MPens - Cwealth Master Australian 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 .

What is Colonial PSL - MPens - Cwealth Master Australian Shares’s one-year total return?

Colonial PSL - MPens - Cwealth Master Australian 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 .

What is Colonial PSL - MPens - Cwealth Master Australian Shares’s three-year total return?

Colonial PSL - MPens - Cwealth Master Australian 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 .

What is the asset allocation of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund?

The asset allocation of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund is :

Australian Equities: 98.20%

Cash: 1.80%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund?

The Responsible Entity for the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund is Colonial Mutual Superannuation Pty Ltd.

What sector/asset class does the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund belong to?

The Colonial PSL - MPens - Cwealth Master Australian Shares managed fund belongs to the Equity Australia Other sector/asset class.

What is the size of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund?

As at 31 Mar 2005, the size of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund was $0 million.

What is the inception date of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund?

The Colonial PSL - MPens - Cwealth Master Australian Shares managed fund has an inception date of 1 Sep 2001.

What is the current entry price of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund?

The current entry price of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund is $ per unit and the current exit price is $ per unit (as at ).

What is the current exit price of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund?

The current exit price of the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund is $ per unit and the current entry price is $ per unit (as at ).

What is the minimum investment amount for the Colonial PSL - MPens - Cwealth Master Australian Shares managed fund?

The minimum initial investment amount for the Colonial PSL - MPens - Cwealth Master Australian 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.

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