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  5. Colonial PSL - MSup - HSBC Capital Stable PST - Managed fund profile

Colonial PSL - MSup - HSBC Capital Stable PST - Managed Fund (Closed)

Fund Objective
To provide capital stability and moderate capital growth over the medium- to long-term (3 to 6 years).
Fund Strategy
Fund will have significant exposure to diversified range of income-producing assets. The Fund will also have exposure to growth assets such as Australian and international equities and property. Asset ranges (benchmarks in brackets): Australian equities 10-20% (17%), international equities 5-15% (13%), Australian property 2-10% (5%), Australian fixed interest 5-30% (15%), international fixed interest 0-15% (5%), cash/short-term 30-60% (45%).

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 -0.07% -0.22% 3.16% 2.06% 2.6% 4.36% 6.03% -%
Growth return -0.07% -0.22% 3.16% 2.06% 2.6% 4.36% 6.03% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.06% 2.87% 4.38% 7.21% 7.92% 6.66% 3.89% 4.5%
As at 31 Mar 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial PSL - MSup - HSBC Capital Stable PST
Australian Equities
18.40%
International Equities
14.20%
Cash
44.30%
Property & Infrastructure
3.10%
Fixed Interest
20%
Alternatives
0%
Average Allocation of Peers
Australian Equities
10.93%
International Equities
14.98%
Cash
14.94%
Property & Infrastructure
3.69%
Fixed Interest
49.86%
Alternatives
5.59%

General Information

Fund Details
Type Description
Colonial PSL - MSup - HSBC Capital Stable PST
Closed
Colonial Mutual Superannuation Pty Ltd
PRU0194AU
Multisector Moderate
Not Rated
Superannuation Fund
31 Jan 1997
$0 million (as at 31 Jan 2005)
$13.42 (as at 4 Apr 2002)
$13.42 (as at 4 Apr 2002)
Finalised
Offer information
Type Description
Minimum initial investment $10,000.00

FAQs about the Colonial PSL - MSup - HSBC Capital Stable PST

The objective of the Colonial PSL - MSup - HSBC Capital Stable PST managed fund is To provide capital stability and moderate capital growth over the medium- to long-term (3 to 6 years).

The strategy of the Colonial PSL - MSup - HSBC Capital Stable PST managed fund is Fund will have significant exposure to diversified range of income-producing assets. The Fund will also have exposure to growth assets such as Australian and international equities and property. Asset ranges (benchmarks in brackets): Australian equities 10-20% (17%), international equities 5-15% (13%), Australian property 2-10% (5%), Australian fixed interest 5-30% (15%), international fixed interest 0-15% (5%), cash/short-term 30-60% (45%).

The APIR code of the Colonial PSL - MSup - HSBC Capital Stable PST managed fund is PRU0194AU.

Colonial PSL - MSup - HSBC Capital Stable PST’s total return last month was -0.07%. This was made up of a growth return of -0.07% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Colonial PSL - MSup - HSBC Capital Stable PST’s total return for the last three months was -0.22%. This was made up of a growth return of -0.22% and an income return of 0%%. These returns were calculated as at 31 Mar 2002.

Colonial PSL - MSup - HSBC Capital Stable PST’s one-year total return is 2.06%. This was made up of a growth return of 2.06% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Colonial PSL - MSup - HSBC Capital Stable PST’s one-year total return is 4.36%. This was made up of a growth return of 4.36% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

The asset allocation of the Colonial PSL - MSup - HSBC Capital Stable PST managed fund is :

Australian Equities
18.40%
International Equities
14.20%
Cash
44.30%
Property & Infrastructure
3.10%
Fixed Interest
20%
Alternatives
0%

The Responsible Entity for the Colonial PSL - MSup - HSBC Capital Stable PST managed fund is Colonial Mutual Superannuation Pty Ltd.

The Colonial PSL - MSup - HSBC Capital Stable PST managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Jan 2005, the size of the Colonial PSL - MSup - HSBC Capital Stable PST managed fund was $0 million.

The Colonial PSL - MSup - HSBC Capital Stable PST managed fund has an inception date of 31 Jan 1997.

The current entry price of the Colonial PSL - MSup - HSBC Capital Stable PST managed fund is $13.42 per unit and the current exit price is $13.42 per unit (as at 4 Apr 2002).

The current exit price of the Colonial PSL - MSup - HSBC Capital Stable PST managed fund is $13.42 per unit and the current entry price is $13.42 per unit (as at 4 Apr 2002).

The minimum initial investment amount for the Colonial PSL - MSup - HSBC Capital Stable PST 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.