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  5. Col SupChoice - Maple BA/Advance Imput'n - Managed fund profile

Col SupChoice - Maple BA/Advance Imput'n - Managed Fund (Closed)

Fund Objective
The fund seeks to provide a tax-effective income stream and long-term capital growth that outperforms the S&P/ ASX 200 Accumulation Index over rolling 4 year periods.
Fund Strategy
The option invests in a wide range of Australian shares including listed property trusts, chosen for their perceived 'fundamental value'. Stocks in this option reflect the focus on value and normally have more attractive value characteristics than the market overall.

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% 2.37% 7.84% 18.01% 18.22% 17.57% -% -%
Growth return 0% 2.37% 7.84% 18.01% 18.22% 17.57% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 30 Jun 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Col SupChoice - Maple BA/Advance Imput'n
Australian Equities
85.20%
Cash
14.80%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.72%
Cash
-0.78%
International Equities
4.82%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Col SupChoice - Maple BA/Advance Imput'n
Closed
Colonial Mutual Superannuation Pty Ltd
LGL0236AU
Equity Australia Large Value
starstarstar (as at 30 Jun 2006)
Superannuation Fund
12 Apr 2002
$0.8 million (as at 31 Mar 2006)
$1.4877 (as at 27 Feb 2009)
$1.4877 (as at 27 Feb 2009)
Finalised
Offer information
Type Description

FAQs about the Col SupChoice - Maple BA/Advance Imput'n

The objective of the Col SupChoice - Maple BA/Advance Imput'n managed fund is The fund seeks to provide a tax-effective income stream and long-term capital growth that outperforms the S&P/ ASX 200 Accumulation Index over rolling 4 year periods.

The strategy of the Col SupChoice - Maple BA/Advance Imput'n managed fund is The option invests in a wide range of Australian shares including listed property trusts, chosen for their perceived 'fundamental value'. Stocks in this option reflect the focus on value and normally have more attractive value characteristics than the market overall.

The APIR code of the Col SupChoice - Maple BA/Advance Imput'n managed fund is LGL0236AU.

Col SupChoice - Maple BA/Advance Imput'n’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 Jun 2006.

Col SupChoice - Maple BA/Advance Imput'n’s total return for the last three months was 2.37%. This was made up of a growth return of 2.37% and an income return of 0%%. These returns were calculated as at 30 Jun 2006.

Col SupChoice - Maple BA/Advance Imput'n’s one-year total return is 18.01%. This was made up of a growth return of 18.01% and an income return of 0%. These returns were calculated as at 30 Jun 2006.

Col SupChoice - Maple BA/Advance Imput'n’s one-year total return is 17.57%. This was made up of a growth return of 17.57% and an income return of 0%. These returns were calculated as at 30 Jun 2006.

The asset allocation of the Col SupChoice - Maple BA/Advance Imput'n managed fund is :

Australian Equities
85.20%
Cash
14.80%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Col SupChoice - Maple BA/Advance Imput'n managed fund is Colonial Mutual Superannuation Pty Ltd.

The Col SupChoice - Maple BA/Advance Imput'n managed fund belongs to the Equity Australia Large Value sector/asset class.

As at 31 Mar 2006, the size of the Col SupChoice - Maple BA/Advance Imput'n managed fund was $0.8 million.

The Col SupChoice - Maple BA/Advance Imput'n managed fund has an inception date of 12 Apr 2002.

The current entry price of the Col SupChoice - Maple BA/Advance Imput'n managed fund is $1.4877 per unit and the current exit price is $1.4877 per unit (as at 27 Feb 2009).

The current exit price of the Col SupChoice - Maple BA/Advance Imput'n managed fund is $1.4877 per unit and the current entry price is $1.4877 per unit (as at 27 Feb 2009).

The minimum initial investment amount for the Col SupChoice - Maple BA/Advance Imput'n managed fund is $.

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.