InvestSMART

Col SupChoice - Easy Options Balanced - Managed Fund (Closed)

Fund Objective
To provide tax-effectiveness by taking advantage of the dividend imputation system and to achieve a higher return than from a capital stable investment over the medium- to long-term. Recommended minimum investment period: 4 years .
Fund Strategy
Invests in money-market and fixed interest securities, Australian shares, international shares, and property securities.

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 -0.44% -0.67% 3.74% 0.88% 2.24% 3.21% -% -%
Growth return -0.44% -0.67% 3.74% 0.88% 2.24% 3.21% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 2.64% 0.4% 0.21% 8.61% 8.68% 8.06% 5.07% 6.25%
As at 31 Mar 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Col SupChoice - Easy Options Balanced
Australian Equities
31.90%
International Equities
12.20%
Cash
12.90%
Property & Infrastructure
1.60%
Fixed Interest
41.40%
Alternatives
0%
Average Allocation of Peers
Australian Equities
17.48%
International Equities
27.38%
Cash
7.18%
Property & Infrastructure
3.67%
Fixed Interest
36.04%
Alternatives
8.24%

General Information

Fund Details
Type Description
Col SupChoice - Easy Options Balanced
Closed
Colonial Mutual Superannuation Pty Ltd
LGL0128AU
Multisector Balanced
Not Rated
Superannuation Fund
11 Nov 1998
$0 million (as at 31 Mar 2005)
$1.1264 (as at 4 Apr 2002)
$1.1241 (as at 4 Apr 2002)
Finalised
Offer information
Type Description
Minimum initial investment $1,200.00
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FAQs about the Col SupChoice - Easy Options Balanced

The objective of the Col SupChoice - Easy Options Balanced managed fund is To provide tax-effectiveness by taking advantage of the dividend imputation system and to achieve a higher return than from a capital stable investment over the medium- to long-term. Recommended minimum investment period: 4 years +.

The strategy of the Col SupChoice - Easy Options Balanced managed fund is Invests in money-market and fixed interest securities, Australian shares, international shares, and property securities.

The APIR code of the Col SupChoice - Easy Options Balanced managed fund is LGL0128AU.

Col SupChoice - Easy Options Balanced’s total return last month was -0.44%. This was made up of a growth return of -0.44% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Col SupChoice - Easy Options Balanced’s total return for the last three months was -0.67%. This was made up of a growth return of -0.67% and an income return of 0%%. These returns were calculated as at 31 Mar 2002.

Col SupChoice - Easy Options Balanced’s one-year total return is 0.88%. This was made up of a growth return of 0.88% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Col SupChoice - Easy Options Balanced’s one-year total return is 3.21%. This was made up of a growth return of 3.21% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

The asset allocation of the Col SupChoice - Easy Options Balanced managed fund is :

Australian Equities
31.90%
International Equities
12.20%
Cash
12.90%
Property & Infrastructure
1.60%
Fixed Interest
41.40%
Alternatives
0%

The Responsible Entity for the Col SupChoice - Easy Options Balanced managed fund is Colonial Mutual Superannuation Pty Ltd.

The Col SupChoice - Easy Options Balanced managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 Mar 2005, the size of the Col SupChoice - Easy Options Balanced managed fund was $0 million.

The Col SupChoice - Easy Options Balanced managed fund has an inception date of 11 Nov 1998.

The current entry price of the Col SupChoice - Easy Options Balanced managed fund is $1.1264 per unit and the current exit price is $1.1241 per unit (as at 4 Apr 2002).

The current exit price of the Col SupChoice - Easy Options Balanced managed fund is $1.1241 per unit and the current entry price is $1.1264 per unit (as at 4 Apr 2002).

The minimum initial investment amount for the Col SupChoice - Easy Options Balanced managed fund is $1,200.

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.