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  5. Colonial Pool Sup - Balanced Fund - Managed fund profile

Colonial Pool Sup - Balanced Fund - Managed Fund (Closed)

Fund Objective
Medium to long term growth outpacing inflation.
Fund Strategy
Funds are invested primarily in shares and property, with some exposure to fixed interest 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 1.78% 6.59% 7.21% 19.38% 3.44% 11.42% 9.88% 9.24%
Growth return 1.78% 6.59% 7.21% 19.38% 3.44% 11.42% 9.88% 9.24%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.5% 5.98% 13.05% 14.32% 6.19% 6.56% 7.27% 7.68%
As at 31 Jan 1996. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
4.24%
Australian Equities
27.49%
International Equities
32.99%
Cash
6.64%
Property
6.78%
Fixed Interest
21.86%

General Information

Fund Details
Type Description
Colonial Pool Sup - Balanced Fund (Wholesale)
Closed
Colonial Mutual Life Ass Society Ltd
CML0813AU
Multisector Growth
Not Rated
Superannuation Fund
15 Jan 1980
$0 million (as at 31 Jan 1996)
$9.5748 (as at 31 Jan 1996)
$9.5748 (as at 31 Jan 1996)
Finalised
Offer information
Type Description
Minimum initial investment

FAQs about the Colonial Pool Sup - Balanced Fund

The objective of the Colonial Pool Sup - Balanced Fund managed fund is Medium to long term growth outpacing inflation.

The strategy of the Colonial Pool Sup - Balanced Fund managed fund is Funds are invested primarily in shares and property, with some exposure to fixed interest securities.

The APIR code of the Colonial Pool Sup - Balanced Fund managed fund is CML0813AU.

Colonial Pool Sup - Balanced Fund’s total return last month was 1.78%. This was made up of a growth return of 1.78% and an income return of 0%. These returns were calculated as at 31 Jan 1996.

Colonial Pool Sup - Balanced Fund’s total return for the last three months was 6.59%. This was made up of a growth return of 6.59% and an income return of 0%%. These returns were calculated as at 31 Jan 1996.

Colonial Pool Sup - Balanced Fund’s one-year total return is 19.38%. This was made up of a growth return of 19.38% and an income return of 0%. These returns were calculated as at 31 Jan 1996.

Colonial Pool Sup - Balanced Fund’s one-year total return is 11.42%. This was made up of a growth return of 11.42% and an income return of 0%. These returns were calculated as at 31 Jan 1996.

The asset allocation of the Colonial Pool Sup - Balanced Fund managed fund is :

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

The Responsible Entity for the Colonial Pool Sup - Balanced Fund managed fund is Colonial Mutual Life Ass Society Ltd.

The Colonial Pool Sup - Balanced Fund managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Jan 1996, the size of the Colonial Pool Sup - Balanced Fund managed fund was $0 million.

The Colonial Pool Sup - Balanced Fund managed fund has an inception date of 15 Jan 1980.

The current entry price of the Colonial Pool Sup - Balanced Fund managed fund is $9.5748 per unit and the current exit price is $9.5748 per unit (as at 31 Jan 1996).

The current exit price of the Colonial Pool Sup - Balanced Fund managed fund is $9.5748 per unit and the current entry price is $9.5748 per unit (as at 31 Jan 1996).

The minimum initial investment amount for the Colonial Pool Sup - Balanced Fund managed fund is $0.

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.