Colonial Select Personal Superannuation - BT Active Balanced Option - Managed Fund (Closed)

Fund Objective

The option aims to provide a return (before fees, costs and taxes) that exceeds the option's benchmark over the medium-to-long-term.

Fund Strategy

The option is an actively managed diversified portfolio that invests in Australian and international shares, property securities, Australian and international fixed interest and cash. The option has a higher weighting towards growth assets than to defensive assets. This option aims to hedge currency risk on non-share assets only.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	2.29%	6.28%	15.15%	22.65%	9.83%	9.04%	9.15%	8.77%
Growth return	2.09%	3.13%	12.57%	24.41%	9.57%	8.97%	8.96%	-%
Income return	0.2%	3.15%	2.58%	-1.76%	0.26%	0.07%	0.19%	-%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	1.9%	5.39%	7.14%	12.12%	12.75%	11.38%	8.95%	8.08%

As at 30 Apr 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial Select Personal Superannuation - BT Active Balanced Option

Australian Equities: 35.60%

International Equities: 24.10%

Cash: 16.70%

Property & Infrastructure: 7.50%

Fixed Interest: 16.10%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 27.27%

International Equities: 35.26%

Cash: 6.12%

Property & Infrastructure: 6.35%

Fixed Interest: 20.99%

Alternatives: 4.01%

General Information

Fund Details

Type	Description
Fund Name	Colonial Select Personal Superannuation - BT Active Balanced Option
Fund Status	Closed
Responsible Entity	Colonial Mutual Superannuation Pty Ltd
APIR Code	PRU0120AU
Sector/Asset Class	Multisector Growth
Morningstar Rating	(as at 30 Apr 2021)
Legal Structure	Superannuation Fund
Fund Inception	31 Mar 1995
Fund Size	$0 million (as at 30 Apr 2021)
Entry Price	n/a
Exit Price	$60.7911 (as at 21 May 2021)
Fund Status	Finalised

Offer information

Type	Description
Standard entry fee	4%
Indirect Cost Ratio (ICR)	0.89% (as at 30 Jun 2011)
Minimum initial investment	$1,500.00
Minimum additional investments	$500.00
Minimum redemption amount

FAQs about the Colonial Select Personal Superannuation - BT Active Balanced Option

What is the objective of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund?

The objective of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is The option aims to provide a return (before fees, costs and taxes) that exceeds the option's benchmark over the medium-to-long-term.

What is the strategy for the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund?

The strategy of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is The option is an actively managed diversified portfolio that invests in Australian and international shares, property securities, Australian and international fixed interest and cash. The option has a higher weighting towards growth assets than to defensive assets. This option aims to hedge currency risk on non-share assets only.

What is the APIR code of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund?

The APIR code of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is PRU0120AU.

What was Colonial Select Personal Superannuation - BT Active Balanced Option’s total return last month?

Colonial Select Personal Superannuation - BT Active Balanced Option’s total return last month was 2.29%. This was made up of a growth return of 2.09% and an income return of 0.2%. These returns were calculated as at 30 Apr 2021.

What was Colonial Select Personal Superannuation - BT Active Balanced Option’s total return for the last three months?

Colonial Select Personal Superannuation - BT Active Balanced Option’s total return for the last three months was 6.28%. This was made up of a growth return of 3.13% and an income return of 3.15%%. These returns were calculated as at 30 Apr 2021.

What is Colonial Select Personal Superannuation - BT Active Balanced Option’s one-year total return?

Colonial Select Personal Superannuation - BT Active Balanced Option’s one-year total return is 22.65%. This was made up of a growth return of 24.41% and an income return of -1.76%. These returns were calculated as at 30 Apr 2021.

What is Colonial Select Personal Superannuation - BT Active Balanced Option’s three-year total return?

Colonial Select Personal Superannuation - BT Active Balanced Option’s one-year total return is 9.04%. This was made up of a growth return of 8.97% and an income return of 0.07%. These returns were calculated as at 30 Apr 2021.

What is the asset allocation of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund?

The asset allocation of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is :

Australian Equities: 35.60%

International Equities: 24.10%

Cash: 16.70%

Property & Infrastructure: 7.50%

Fixed Interest: 16.10%

Alternatives: 0%

Who is the responsible Entity of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund?

The Responsible Entity for the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is Colonial Mutual Superannuation Pty Ltd.

What sector/asset class does the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund belong to?

The Colonial Select Personal Superannuation - BT Active Balanced Option managed fund belongs to the Multisector Growth sector/asset class.

What is the size of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund?

As at 30 Apr 2021, the size of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund was $0 million.

What is the inception date of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund?

The Colonial Select Personal Superannuation - BT Active Balanced Option managed fund has an inception date of 31 Mar 1995.

What is the current entry price of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund?

The current entry price of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is $ per unit and the current exit price is $60.7911 per unit (as at 21 May 2021).

What is the current exit price of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund?

The current exit price of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is $60.7911 per unit and the current entry price is $ per unit (as at 21 May 2021).

What is the minimum investment amount for the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund?

The minimum initial investment amount for the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is $1,500. Minimum additional investment is $500.

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.

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