InvestSMART

Col SupChoice - Vanguard Australian Share Index - Managed Fund (Closed)

Fund Objective
To match the performance of the S&P/ASX 300 Accumulation Index before taking into account Fund expenses. Recommended minimum investment period: 5 years.
Fund Strategy
Invests in a diversified portfolio of share investments.

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 -0.85% -0.53% 11.62% 7.73% 3.69% 5.4% -% -%
Growth return -0.85% -0.53% 11.62% 7.73% 3.69% 5.4% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return -7.15% -1.61% -2.61% 11.67% 7.17% 9.54% 8.63% 9.44%
As at 31 Mar 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Col SupChoice - Vanguard Australian Share Index
Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
96.04%
International Equities
4.01%
Cash
-0.95%
Property & Infrastructure
1.24%
Fixed Interest
-0.33%
Alternatives
-0.02%

General Information

Fund Details
Type Description
Col SupChoice - Vanguard Australian Share Index
Closed
Colonial Mutual Superannuation Pty Ltd
LGL0134AU
Equity Australia Large Blend
Not Rated
Superannuation Fund
11 Nov 1998
$0 million (as at 31 Mar 2005)
$1.2073 (as at 4 Apr 2002)
$1.2037 (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 - Vanguard Australian Share Index

The objective of the Col SupChoice - Vanguard Australian Share Index managed fund is To match the performance of the S&P/ASX 300 Accumulation Index before taking into account Fund expenses. Recommended minimum investment period: 5 years.

The strategy of the Col SupChoice - Vanguard Australian Share Index managed fund is Invests in a diversified portfolio of share investments.

The APIR code of the Col SupChoice - Vanguard Australian Share Index managed fund is LGL0134AU.

Col SupChoice - Vanguard Australian Share Index’s total return last month was -0.85%. This was made up of a growth return of -0.85% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Col SupChoice - Vanguard Australian Share Index’s total return for the last three months was -0.53%. This was made up of a growth return of -0.53% and an income return of 0%%. These returns were calculated as at 31 Mar 2002.

Col SupChoice - Vanguard Australian Share Index’s one-year total return is 7.73%. This was made up of a growth return of 7.73% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Col SupChoice - Vanguard Australian Share Index’s one-year total return is 5.4%. This was made up of a growth return of 5.4% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

The asset allocation of the Col SupChoice - Vanguard Australian Share Index managed fund is :

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

The Responsible Entity for the Col SupChoice - Vanguard Australian Share Index managed fund is Colonial Mutual Superannuation Pty Ltd.

The Col SupChoice - Vanguard Australian Share Index managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Mar 2005, the size of the Col SupChoice - Vanguard Australian Share Index managed fund was $0 million.

The Col SupChoice - Vanguard Australian Share Index managed fund has an inception date of 11 Nov 1998.

The current entry price of the Col SupChoice - Vanguard Australian Share Index managed fund is $1.2073 per unit and the current exit price is $1.2037 per unit (as at 4 Apr 2002).

The current exit price of the Col SupChoice - Vanguard Australian Share Index managed fund is $1.2037 per unit and the current entry price is $1.2073 per unit (as at 4 Apr 2002).

The minimum initial investment amount for the Col SupChoice - Vanguard Australian Share Index 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.