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  5. Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share - Managed fund profile

Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share - Managed Fund (Closed)

Fund Objective
To magnify long-term capital growth by borrowing to invest in a portfolio of stocks from around the world.
Fund Strategy
This option invests in a focused selection of companies that have a positive competitive dynamic together with stock price appreciation potential. Investors should expect investments to exhibit attributes such as a robust business model, a capable management team, abundant growth opportunities and an attractive valuation.

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 6.65% 10.84% 29.49% 51.6% 20.34% 15.66% 17.86% 15.93%
Growth return 1.81% 8.24% 22.4% 56.47% 19.07% 15.26% 16.75% -%
Income return 4.84% 2.6% 7.09% -4.87% 1.27% 0.4% 1.11% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.02% 14.06% 20.11% 28.72% 15.87% 14.43% -% 13.43%
As at 30 Apr 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share
International Equities
98%
Cash
2%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
92.05%
Cash
3.01%
Australian Equities
3.12%
Property
1.80%
Fixed Interest
-0.04%
Alternatives
0.06%

General Information

Fund Details
Type Description
Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share
Closed
Colonial Mutual Superannuation Pty Ltd
PRU0579AU
Equity World Other
Not Rated
Superannuation Fund
12 Apr 2002
$0 million (as at 30 Apr 2021)
n/a
$24.1621 (as at 21 May 2021)
Finalised
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 0.96% (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 - Colonial Wholesale Geared Global Share

The objective of the Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share managed fund is To magnify long-term capital growth by borrowing to invest in a portfolio of stocks from around the world.

The strategy of the Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share managed fund is This option invests in a focused selection of companies that have a positive competitive dynamic together with stock price appreciation potential. Investors should expect investments to exhibit attributes such as a robust business model, a capable management team, abundant growth opportunities and an attractive valuation.

The APIR code of the Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share managed fund is PRU0579AU.

Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share’s total return last month was 6.65%. This was made up of a growth return of 1.81% and an income return of 4.84%. These returns were calculated as at 30 Apr 2021.

Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share’s total return for the last three months was 10.84%. This was made up of a growth return of 8.24% and an income return of 2.6%%. These returns were calculated as at 30 Apr 2021.

Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share’s one-year total return is 51.6%. This was made up of a growth return of 56.47% and an income return of -4.87%. These returns were calculated as at 30 Apr 2021.

Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share’s one-year total return is 15.66%. This was made up of a growth return of 15.26% and an income return of 0.4%. These returns were calculated as at 30 Apr 2021.

The asset allocation of the Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share managed fund is :

International Equities
98%
Cash
2%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share managed fund is Colonial Mutual Superannuation Pty Ltd.

The Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share managed fund belongs to the Equity World Other sector/asset class.

As at 30 Apr 2021, the size of the Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share managed fund was $0 million.

The Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share managed fund has an inception date of 12 Apr 2002.

The current entry price of the Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share managed fund is $ per unit and the current exit price is $24.1621 per unit (as at 21 May 2021).

The current exit price of the Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share managed fund is $24.1621 per unit and the current entry price is $ per unit (as at 21 May 2021).

The minimum initial investment amount for the Colonial Select Personal Superannuation - Colonial Wholesale Geared Global Share 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.