Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | -0.51% | -0.07% | 13.76% | 9.53% | 8.68% | 8.8% | -% | -% |
Growth return | -0.51% | -0.07% | 13.76% | 9.53% | 8.68% | 8.8% | -% | -% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | -% | -% |
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% |
Type | Description |
Colonial PSL - MSup - MLC Australian Share (MT) | |
Closed | |
Colonial Mutual Superannuation Pty Ltd | |
PRU0299AU | |
Equity Australia Other | |
Not Rated | |
Superannuation Fund | |
31 Mar 1998 | |
$0 million (as at 31 Jan 2005) | |
$13.57 (as at 4 Apr 2002) | |
$13.57 (as at 4 Apr 2002) | |
Finalised |
Type | Description |
Minimum initial investment | $10,000.00 |
The objective of the Colonial PSL - MSup - MLC Australian Share (MT) managed fund is To outperform (before tax and investment management fees) the S&P/ASX 200 Accumulation Index, over rolling 3 year periods.
The strategy of the Colonial PSL - MSup - MLC Australian Share (MT) managed fund is Invests in a portfolio of Australian shares.
The APIR code of the Colonial PSL - MSup - MLC Australian Share (MT) managed fund is PRU0299AU.
Colonial PSL - MSup - MLC Australian Share (MT)’s total return last month was -0.51%. This was made up of a growth return of -0.51% and an income return of 0%. These returns were calculated as at 31 Mar 2002.
Colonial PSL - MSup - MLC Australian Share (MT)’s total return for the last three months 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 - MLC Australian Share (MT)’s one-year total return is 9.53%. This was made up of a growth return of 9.53% and an income return of 0%. These returns were calculated as at 31 Mar 2002.
Colonial PSL - MSup - MLC Australian Share (MT)’s one-year total return is 8.8%. This was made up of a growth return of 8.8% and an income return of 0%. These returns were calculated as at 31 Mar 2002.
The asset allocation of the Colonial PSL - MSup - MLC Australian Share (MT) managed fund is :
The Responsible Entity for the Colonial PSL - MSup - MLC Australian Share (MT) managed fund is Colonial Mutual Superannuation Pty Ltd.
The Colonial PSL - MSup - MLC Australian Share (MT) managed fund belongs to the Equity Australia Other sector/asset class.
As at 31 Jan 2005, the size of the Colonial PSL - MSup - MLC Australian Share (MT) managed fund was $0 million.
The Colonial PSL - MSup - MLC Australian Share (MT) managed fund has an inception date of 31 Mar 1998.
The current entry price of the Colonial PSL - MSup - MLC Australian Share (MT) managed fund is $13.57 per unit and the current exit price is $13.57 per unit (as at 4 Apr 2002).
The current exit price of the Colonial PSL - MSup - MLC Australian Share (MT) managed fund is $13.57 per unit and the current entry price is $13.57 per unit (as at 4 Apr 2002).
The minimum initial investment amount for the Colonial PSL - MSup - MLC Australian Share (MT) 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.