Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 0% | 0% | 0% | 3.77% | 9.55% | 4.97% | 3.63% | 7.35% |
Growth return | 0% | 0% | 0% | 3.77% | 9.55% | 4.97% | 3.63% | 7.35% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
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Total return | 1.9% | 5.39% | 7.14% | 12.12% | 12.75% | 11.38% | 8.95% | 8.08% |
Type | Description |
Colonial SuperSpan Plus DA S3 - Growth | |
Closed | |
Equity Trustees Superannuation Limited | |
CML0042AU | |
Multisector Growth | |
Not Rated | |
Superannuation Fund | |
24 Apr 1994 | |
$2.61 million (as at 30 Nov 2004) | |
n/a | |
$1.9894 (as at 4 Mar 2005) | |
Finalised |
Type | Description |
Indirect Cost Ratio (ICR) | 0.24% (as at 30 Jun 2012) |
Minimum initial investment | $3,000.00 |
The objective of the Colonial SuperSpan Plus DA S3 - Growth managed fund is A multi sector growth deferred annuity aiming to provide high growth prospects over the long term with medium to low capital stability.
The strategy of the Colonial SuperSpan Plus DA S3 - Growth managed fund is About 75% of the fund is invested in Australian and foreign shares. Supplementary portfolios in fixed interest and cash add diversity and enhance security. Futures and options will be used to protect or enhance performance depending on market conditions.
The APIR code of the Colonial SuperSpan Plus DA S3 - Growth managed fund is CML0042AU.
Colonial SuperSpan Plus DA S3 - Growth’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 28 Feb 2005.
Colonial SuperSpan Plus DA S3 - Growth’s total return for the last three months was 0%. This was made up of a growth return of 0% and an income return of 0%%. These returns were calculated as at 28 Feb 2005.
Colonial SuperSpan Plus DA S3 - Growth’s one-year total return is 3.77%. This was made up of a growth return of 3.77% and an income return of 0%. These returns were calculated as at 28 Feb 2005.
Colonial SuperSpan Plus DA S3 - Growth’s one-year total return is 4.97%. This was made up of a growth return of 4.97% and an income return of 0%. These returns were calculated as at 28 Feb 2005.
The asset allocation of the Colonial SuperSpan Plus DA S3 - Growth managed fund is :
The Responsible Entity for the Colonial SuperSpan Plus DA S3 - Growth managed fund is Equity Trustees Superannuation Limited.
The Colonial SuperSpan Plus DA S3 - Growth managed fund belongs to the Multisector Growth sector/asset class.
As at 30 Nov 2004, the size of the Colonial SuperSpan Plus DA S3 - Growth managed fund was $2.61 million.
The Colonial SuperSpan Plus DA S3 - Growth managed fund has an inception date of 24 Apr 1994.
The current entry price of the Colonial SuperSpan Plus DA S3 - Growth managed fund is $ per unit and the current exit price is $1.9894 per unit (as at 4 Mar 2005).
The current exit price of the Colonial SuperSpan Plus DA S3 - Growth managed fund is $1.9894 per unit and the current entry price is $ per unit (as at 4 Mar 2005).
The minimum initial investment amount for the Colonial SuperSpan Plus DA S3 - Growth managed fund is $3,000.
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.