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  5. Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash - Managed fund profile

Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash - Managed Fund (Closed)

Fund Objective
To outperform (before tax and fees and assuming income is reinvested) the returns of Australian money markets as measured by an index of the Reserve Bank of Australia Cash Rate.
Fund Strategy
The fund's strategy is to invest in high quality money market securities, with short maturities, to achieve a very stable income stream. This is done by assessing the earnings that each investment will generate, rather than attempting to forecast the short-term direction of the interest rate cycle.

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% 0.01% 0.01% 0.06% 0.42% 0.79% 1% 1.71%
Growth return 0% 0.01% 0.01% 0.09% 0.48% 0.82% 1.02% -%
Income return 0% 0% 0% -0.03% -0.06% -0.03% -0.02% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.3% 0.91% 1.91% 4.09% 4.22% 4% 2.52% 2.06%
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 Premium Cash
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
44.79%
Australian Equities
3.95%
International Equities
6.74%
Property & Infrastructure
1.44%
Fixed Interest
20.69%
Alternatives
22.40%

General Information

Fund Details
Type Description
Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash
Closed
Colonial Mutual Superannuation Pty Ltd
PRU0458AU
Australian Cash
starstarstarstar (as at 31 Mar 2013)
Superannuation Fund
12 Apr 2002
$0 million (as at 30 Apr 2021)
n/a
$17.5368 (as at 21 May 2021)
Finalised
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 0.32% (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 Premium Cash

The objective of the Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash managed fund is To outperform (before tax and fees and assuming income is reinvested) the returns of Australian money markets as measured by an index of the Reserve Bank of Australia Cash Rate.

The strategy of the Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash managed fund is The fund's strategy is to invest in high quality money market securities, with short maturities, to achieve a very stable income stream. This is done by assessing the earnings that each investment will generate, rather than attempting to forecast the short-term direction of the interest rate cycle.

The APIR code of the Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash managed fund is PRU0458AU.

Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 30 Apr 2021.

Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash’s total return for the last three months was 0.01%. This was made up of a growth return of 0.01% and an income return of 0%%. These returns were calculated as at 30 Apr 2021.

Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash’s one-year total return is 0.06%. This was made up of a growth return of 0.09% and an income return of -0.03%. These returns were calculated as at 30 Apr 2021.

Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash’s one-year total return is 0.79%. This was made up of a growth return of 0.82% and an income return of -0.03%. These returns were calculated as at 30 Apr 2021.

The asset allocation of the Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash managed fund is Colonial Mutual Superannuation Pty Ltd.

The Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash managed fund belongs to the Australian Cash sector/asset class.

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

The Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash managed fund has an inception date of 12 Apr 2002.

The current entry price of the Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash managed fund is $ per unit and the current exit price is $17.5368 per unit (as at 21 May 2021).

The current exit price of the Colonial Select Personal Superannuation - Colonial Wholesale Premium Cash managed fund is $17.5368 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 Premium Cash 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.