InvestSMART

Colonial Select Allocated Pension - Multi-manager Growth - Managed Fund (Closed)

Fund Objective
To provide long-term capital growth with less fluctuations of returns than 'high growth' investment options.
Fund Strategy
To allocate 80% of investments to growth assets such as shares, property and infrastructure securities and 20% to defensive assets such as fixed interest and cash. In order to provide additional diversification, the portfolio is allocated across a number of leading investment managers. The portfolio aims to hedge currency risk except for the allocation to emerging market shares and part of the allocation to global shares.

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 2.55% 5.63% 16.62% 26.03% 9.78% 8.77% 9.64% 8.96%
Growth return 0.99% 4.34% 14.25% 29.11% 9.73% 8.75% 9.5% -%
Income return 1.56% 1.29% 2.37% -3.08% 0.05% 0.02% 0.14% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.75% 4.43% 10.73% 11.3% 14.85% 13.6% 9.39% 8.35%
As at 30 Apr 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial Select Allocated Pension - Multi-manager Growth
Australian Equities
38.10%
International Equities
26.40%
Cash
6.50%
Property & Infrastructure
12.60%
Fixed Interest
16.40%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.15%
International Equities
35.56%
Cash
5.89%
Property & Infrastructure
6.37%
Fixed Interest
21.06%
Alternatives
3.97%

General Information

Fund Details
Type Description
Colonial Select Allocated Pension - Multi-manager Growth
Closed
Colonial Mutual Superannuation Pty Ltd
PRU0499AU
Multisector Growth
starstarstarstar (as at 30 Apr 2021)
Allocated Pension
12 Apr 2002
$0 million (as at 30 Apr 2021)
n/a
$38.2894 (as at 21 May 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.68% (as at 30 Jun 2011)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the Colonial Select Allocated Pension - Multi-manager Growth

The objective of the Colonial Select Allocated Pension - Multi-manager Growth managed fund is To provide long-term capital growth with less fluctuations of returns than 'high growth' investment options.

The strategy of the Colonial Select Allocated Pension - Multi-manager Growth managed fund is To allocate 80% of investments to growth assets such as shares, property and infrastructure securities and 20% to defensive assets such as fixed interest and cash. In order to provide additional diversification, the portfolio is allocated across a number of leading investment managers. The portfolio aims to hedge currency risk except for the allocation to emerging market shares and part of the allocation to global shares.

The APIR code of the Colonial Select Allocated Pension - Multi-manager Growth managed fund is PRU0499AU.

Colonial Select Allocated Pension - Multi-manager Growth’s total return last month was 2.55%. This was made up of a growth return of 0.99% and an income return of 1.56%. These returns were calculated as at 30 Apr 2021.

Colonial Select Allocated Pension - Multi-manager Growth’s total return for the last three months was 5.63%. This was made up of a growth return of 4.34% and an income return of 1.29%%. These returns were calculated as at 30 Apr 2021.

Colonial Select Allocated Pension - Multi-manager Growth’s one-year total return is 26.03%. This was made up of a growth return of 29.11% and an income return of -3.08%. These returns were calculated as at 30 Apr 2021.

Colonial Select Allocated Pension - Multi-manager Growth’s one-year total return is 8.77%. This was made up of a growth return of 8.75% and an income return of 0.02%. These returns were calculated as at 30 Apr 2021.

The asset allocation of the Colonial Select Allocated Pension - Multi-manager Growth managed fund is :

Australian Equities
38.10%
International Equities
26.40%
Cash
6.50%
Property & Infrastructure
12.60%
Fixed Interest
16.40%
Alternatives
0%

The Responsible Entity for the Colonial Select Allocated Pension - Multi-manager Growth managed fund is Colonial Mutual Superannuation Pty Ltd.

The Colonial Select Allocated Pension - Multi-manager Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Apr 2021, the size of the Colonial Select Allocated Pension - Multi-manager Growth managed fund was $0 million.

The Colonial Select Allocated Pension - Multi-manager Growth managed fund has an inception date of 12 Apr 2002.

The current entry price of the Colonial Select Allocated Pension - Multi-manager Growth managed fund is $ per unit and the current exit price is $38.2894 per unit (as at 21 May 2021).

The current exit price of the Colonial Select Allocated Pension - Multi-manager Growth managed fund is $38.2894 per unit and the current entry price is $ per unit (as at 21 May 2021).

The minimum initial investment amount for the Colonial Select Allocated Pension - Multi-manager Growth managed fund is $0. Minimum additional investment is $0.

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.