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  5. Colonial Select Allocated Pension - Multi-manager High Growth - Managed fund profile

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

Fund Objective
To provide long-term capital growth by investing in growth assets.
Fund Strategy
To invest in a diversified portfolio of shares, property and infrastructure securities. In order to provide further 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 3.16% 7.52% 21.67% 33.87% 11.19% 9.77% 11.47% 10.06%
Growth return 1.45% 6.28% 18.55% 38.41% 11.08% 9.78% 11.28% -%
Income return 1.71% 1.24% 3.12% -4.54% 0.11% -0.01% 0.19% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.21% 6.59% 8.29% 14.58% 15.23% 13.97% 11.61% 9.87%
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 High Growth
Australian Equities
47.70%
International Equities
48.20%
Cash
4.10%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.25%
International Equities
49.72%
Cash
2.42%
Property & Infrastructure
4.65%
Fixed Interest
5.34%
Alternatives
3.61%

General Information

Fund Details
Type Description
Colonial Select Allocated Pension - Multi-manager High Growth
Closed
Colonial Mutual Superannuation Pty Ltd
PRU0500AU
Multisector Aggressive
starstarstar (as at 30 Apr 2021)
Allocated Pension
12 Apr 2002
$0 million (as at 30 Apr 2021)
n/a
$47.1062 (as at 21 May 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.80% (as at 30 Jun 2011)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

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

The objective of the Colonial Select Allocated Pension - Multi-manager High Growth managed fund is To provide long-term capital growth by investing in growth assets.

The strategy of the Colonial Select Allocated Pension - Multi-manager High Growth managed fund is To invest in a diversified portfolio of shares, property and infrastructure securities. In order to provide further 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 High Growth managed fund is PRU0500AU.

Colonial Select Allocated Pension - Multi-manager High Growth’s total return last month was 3.16%. This was made up of a growth return of 1.45% and an income return of 1.71%. These returns were calculated as at 30 Apr 2021.

Colonial Select Allocated Pension - Multi-manager High Growth’s total return for the last three months was 7.52%. This was made up of a growth return of 6.28% and an income return of 1.24%%. These returns were calculated as at 30 Apr 2021.

Colonial Select Allocated Pension - Multi-manager High Growth’s one-year total return is 33.87%. This was made up of a growth return of 38.41% and an income return of -4.54%. These returns were calculated as at 30 Apr 2021.

Colonial Select Allocated Pension - Multi-manager High Growth’s one-year total return is 9.77%. This was made up of a growth return of 9.78% and an income return of -0.01%. These returns were calculated as at 30 Apr 2021.

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

Australian Equities
47.70%
International Equities
48.20%
Cash
4.10%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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

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

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

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

The current entry price of the Colonial Select Allocated Pension - Multi-manager High Growth managed fund is $ per unit and the current exit price is $47.1062 per unit (as at 21 May 2021).

The current exit price of the Colonial Select Allocated Pension - Multi-manager High Growth managed fund is $47.1062 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 High 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.