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  5. Colonial PSL - MSup - Colonial Wholesale Pan - Europe Share - Managed fund profile

Colonial PSL - MSup - Colonial Wholesale Pan - Europe Share - 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 3.53% -10.27% -9.49% -27.83% -% -% -% -%
Growth return 3.53% -10.27% -9.49% -27.83% -% -% -% -%
Income return 0% 0% 0% 0% -% -% -% -%
Market index (MSCI Europe NR USD)
Total return 3.44% 3.69% 12.82% 13.28% 16.49% 18.46% 10.99% 7.41%
As at 31 Mar 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial PSL - MSup - Colonial Wholesale Pan - Europe Share
International Equities
96.42%
Cash
3.58%
Property & Infrastructure
0%
Average Allocation of Peers
International Equities
96.72%
Cash
3.12%
Property & Infrastructure
0.15%

General Information

Fund Details
Type Description
Colonial PSL - MSup - Colonial Wholesale Pan - Europe Share
Closed
Colonial Mutual Superannuation Pty Ltd
PRU0382AU
Equity Europe
Not Rated
Superannuation Fund
1 Sep 2001
$0 million (as at 31 Jan 2005)
$7.72 (as at 30 Apr 2003)
$7.72 (as at 30 Apr 2003)
Finalised
Offer information
Type Description
Minimum initial investment $10,000.00

FAQs about the Colonial PSL - MSup - Colonial Wholesale Pan - Europe Share

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

The strategy of the Colonial PSL - MSup - Colonial Wholesale Pan - Europe Share 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 - MSup - Colonial Wholesale Pan - Europe Share managed fund is PRU0382AU.

Colonial PSL - MSup - Colonial Wholesale Pan - Europe Share’s total return last month was 3.53%. This was made up of a growth return of 3.53% and an income return of 0%. These returns were calculated as at 31 Mar 2003.

Colonial PSL - MSup - Colonial Wholesale Pan - Europe Share’s total return for the last three months was -10.27%. This was made up of a growth return of -10.27% and an income return of 0%%. These returns were calculated as at 31 Mar 2003.

Colonial PSL - MSup - Colonial Wholesale Pan - Europe Share’s one-year total return is -27.83%. This was made up of a growth return of -27.83% and an income return of 0%. These returns were calculated as at 31 Mar 2003.

Colonial PSL - MSup - Colonial Wholesale Pan - Europe 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 31 Mar 2003.

The asset allocation of the Colonial PSL - MSup - Colonial Wholesale Pan - Europe Share managed fund is :

International Equities
96.42%
Cash
3.58%
Property & Infrastructure
0%

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

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

As at 31 Jan 2005, the size of the Colonial PSL - MSup - Colonial Wholesale Pan - Europe Share managed fund was $0 million.

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

The current entry price of the Colonial PSL - MSup - Colonial Wholesale Pan - Europe Share managed fund is $7.72 per unit and the current exit price is $7.72 per unit (as at 30 Apr 2003).

The current exit price of the Colonial PSL - MSup - Colonial Wholesale Pan - Europe Share managed fund is $7.72 per unit and the current entry price is $7.72 per unit (as at 30 Apr 2003).

The minimum initial investment amount for the Colonial PSL - MSup - Colonial Wholesale Pan - Europe Share managed fund is $10,000.

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.