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  5. Col Select Super - MLynch Balanced PST - Managed fund profile

Col Select Super - MLynch Balanced PST - Managed Fund (Closed)

Fund Objective
To maximise the capital growth over the long-term, with an emphasis on the management of risk by diversification across asset classes. The option is designed for investors principally seeking medium- to long-term growth and exposure to a range of markets and asset classes. Suggested investment timeframe is 5-7 years-plus.
Fund Strategy
Investment ranges (with benchmark in brackets): Australian equities 20-60% (40%), international equities 5-35% (20%), international fixed interest 0-30% (5%), Australian fixed interest 0-45% (20%), direct property 0-30% (10%), cash 0-30% (5%).

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 0.3% -0.9% 7.43% 2.01% 2.11% 4% 8.58% -%
Growth return 0.3% -0.9% 7.43% 2.01% 2.11% 4% 8.58% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.5% 5.98% 13.05% 14.32% 6.19% 6.56% 7.27% 7.68%
As at 31 Mar 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Col Select Super - MLynch Balanced PST
Australian Equities
40.34%
International Equities
30.30%
Cash
3.10%
Property
9.47%
Fixed Interest
16.79%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.46%
International Equities
32.99%
Cash
6.66%
Property
6.79%
Fixed Interest
21.86%
Alternatives
4.24%

General Information

Fund Details
Type Description
Col Select Super - MLynch Balanced PST
Closed
Colonial Mutual Superannuation Pty Ltd
PRU0035AU
Multisector Growth
Not Rated
Superannuation Fund
15 Mar 1995
$0 million (as at 31 Mar 2005)
$19.86 (as at 4 Apr 2002)
$19.86 (as at 4 Apr 2002)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.09% (as at 30 Jun 2012)
Minimum initial investment $1,000.00

FAQs about the Col Select Super - MLynch Balanced PST

The objective of the Col Select Super - MLynch Balanced PST managed fund is To maximise the capital growth over the long-term, with an emphasis on the management of risk by diversification across asset classes. The option is designed for investors principally seeking medium- to long-term growth and exposure to a range of markets and asset classes. Suggested investment timeframe is 5-7 years-plus.

The strategy of the Col Select Super - MLynch Balanced PST managed fund is Investment ranges (with benchmark in brackets): Australian equities 20-60% (40%), international equities 5-35% (20%), international fixed interest 0-30% (5%), Australian fixed interest 0-45% (20%), direct property 0-30% (10%), cash 0-30% (5%).

The APIR code of the Col Select Super - MLynch Balanced PST managed fund is PRU0035AU.

Col Select Super - MLynch Balanced PST’s total return last month was 0.3%. This was made up of a growth return of 0.3% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Col Select Super - MLynch Balanced PST’s total return for the last three months was -0.9%. This was made up of a growth return of -0.9% and an income return of 0%%. These returns were calculated as at 31 Mar 2002.

Col Select Super - MLynch Balanced PST’s one-year total return is 2.01%. This was made up of a growth return of 2.01% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Col Select Super - MLynch Balanced PST’s one-year total return is 4%. This was made up of a growth return of 4% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

The asset allocation of the Col Select Super - MLynch Balanced PST managed fund is :

Australian Equities
40.34%
International Equities
30.30%
Cash
3.10%
Property
9.47%
Fixed Interest
16.79%
Alternatives
0%

The Responsible Entity for the Col Select Super - MLynch Balanced PST managed fund is Colonial Mutual Superannuation Pty Ltd.

The Col Select Super - MLynch Balanced PST managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Mar 2005, the size of the Col Select Super - MLynch Balanced PST managed fund was $0 million.

The Col Select Super - MLynch Balanced PST managed fund has an inception date of 15 Mar 1995.

The current entry price of the Col Select Super - MLynch Balanced PST managed fund is $19.86 per unit and the current exit price is $19.86 per unit (as at 4 Apr 2002).

The current exit price of the Col Select Super - MLynch Balanced PST managed fund is $19.86 per unit and the current entry price is $19.86 per unit (as at 4 Apr 2002).

The minimum initial investment amount for the Col Select Super - MLynch Balanced PST managed fund is $1,000.

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.