InvestSMART

Commonwealth Growth Fund - Managed Fund

Fund Objective
To provide medium- to long-term capital growth and some income that may provide tax benefits. Suggested investment time horizon is 5 years.
Fund Strategy
The fund will invest across all major asset classes but predominantly in Australian and international shares. Asset allocation ranges: property 0-10%; Australian shares 35-55%; international shares 15-35%; Australian bonds 10-25%; international bonds 2-13%; cash 2-25%; alternative investments 0-6%.

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 0.98% -1.76% 3.16% 7.45% 10.68% 2.31% 4.59% 5.65%
Growth return 0.98% -1.76% 1.59% 3.68% 6.29% -3.43% 0.32% 2.55%
Income return 0% 0% 1.57% 3.77% 4.39% 5.74% 4.27% 3.1%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.75% 4.43% 10.73% 11.3% 14.85% 13.6% 9.39% 8.35%
As at 30 Jun 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Commonwealth Growth Fund
Australian Equities
43.30%
International Equities
26.20%
Cash
3%
Property & Infrastructure
6%
Fixed Interest
21.50%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.20%
International Equities
35.66%
Cash
5.87%
Property & Infrastructure
6.36%
Fixed Interest
20.96%
Alternatives
3.97%

General Information

Fund Details
Type Description
Commonwealth Growth Fund
Colonial First State Investments Limited
COM0018AU
Multisector Growth
starstar (as at 30 Jun 2024)
Investment Fund
2 Mar 1994
$120.85 million (as at 31 Mar 2024)
n/a
$2.10294 (as at 30 Sep 2025)
Closed
Offer information
Type Description
Standard entry fee 3%
MER 2% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 2% (as at 30 Jun 2011)
Minimum initial investment $2,500.00
Minimum additional investments
Minimum redemption amount

FAQs about the Commonwealth Growth Fund

The objective of the Commonwealth Growth Fund managed fund is To provide medium- to long-term capital growth and some income that may provide tax benefits. Suggested investment time horizon is 5 years.

The strategy of the Commonwealth Growth Fund managed fund is The fund will invest across all major asset classes but predominantly in Australian and international shares. Asset allocation ranges: property 0-10%; Australian shares 35-55%; international shares 15-35%; Australian bonds 10-25%; international bonds 2-13%; cash 2-25%; alternative investments 0-6%.

The APIR code of the Commonwealth Growth Fund managed fund is COM0018AU.

Commonwealth Growth Fund’s total return last month was 0.98%. This was made up of a growth return of 0.98% and an income return of 0%. These returns were calculated as at 30 Jun 2024.

Commonwealth Growth Fund’s total return for the last three months was -1.76%. This was made up of a growth return of -1.76% and an income return of 0%%. These returns were calculated as at 30 Jun 2024.

Commonwealth Growth Fund’s one-year total return is 7.45%. This was made up of a growth return of 3.68% and an income return of 3.77%. These returns were calculated as at 30 Jun 2024.

Commonwealth Growth Fund’s one-year total return is 2.31%. This was made up of a growth return of -3.43% and an income return of 5.74%. These returns were calculated as at 30 Jun 2024.

The asset allocation of the Commonwealth Growth Fund managed fund is :

Australian Equities
43.30%
International Equities
26.20%
Cash
3%
Property & Infrastructure
6%
Fixed Interest
21.50%
Alternatives
0%

The Responsible Entity for the Commonwealth Growth Fund managed fund is Colonial First State Investments Limited.

The Commonwealth Growth Fund managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Mar 2024, the size of the Commonwealth Growth Fund managed fund was $120.85 million.

The Commonwealth Growth Fund managed fund has an inception date of 2 Mar 1994.

The current entry price of the Commonwealth Growth Fund managed fund is $ per unit and the current exit price is $2.10294 per unit (as at 30 Sep 2025).

The current exit price of the Commonwealth Growth Fund managed fund is $2.10294 per unit and the current entry price is $ per unit (as at 30 Sep 2025).

The minimum initial investment amount for the Commonwealth Growth Fund managed fund is $2,500. Minimum additional investment 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.