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Con Temple Super Investment - Capital Secure - Managed Fund (Closed)

Fund Objective
A flexible stable superannuation fund aiming to preserve initial capital whilst providing a consistent rate of return. The objective of the Capital Secure investment has been expressed as seeking three monthly returns that do not fall below zero.
Fund Strategy
Invest in a mix of assets with a high exposure to less volatile investments, principally cash. Investment managers selected are County NatWest, MLC, Prudential, SBCDB, National Mutual, ColonialMutual and ANZ.

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 2.35% 3.4% 3.73% 5.37% 4.76% 4.91% 6.99% -%
Growth return 2.35% 3.4% 3.73% 5.37% 4.76% 4.91% 6.99% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.47% 2.26% 5.93% 6.71% 9.26% 8% 4.02% 4.61%
As at 30 Apr 1995. 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
5.61%
Australian Equities
10.73%
International Equities
14.95%
Cash
14.82%
Property & Infrastructure
3.68%
Fixed Interest
50.20%

General Information

Fund Details
Type Description
Con Temple Super Investment - Capital Secure
Closed
Connelly Temple Limited
CTE0501AU
Multisector Moderate
Not Rated
Superannuation Fund
1 May 1988
$0.4 million (as at 30 Apr 1995)
$1.8912 (as at 19 May 1995)
$1.8912 (as at 19 May 1995)
Finalised
Offer information
Type Description
Minimum initial investment

FAQs about the Con Temple Super Investment - Capital Secure

The objective of the Con Temple Super Investment - Capital Secure managed fund is A flexible stable superannuation fund aiming to preserve initial capital whilst providing a consistent rate of return. The objective of the Capital Secure investment has been expressed as seeking three monthly returns that do not fall below zero.

The strategy of the Con Temple Super Investment - Capital Secure managed fund is Invest in a mix of assets with a high exposure to less volatile investments, principally cash. Investment managers selected are County NatWest, MLC, Prudential, SBCDB, National Mutual, ColonialMutual and ANZ.

The APIR code of the Con Temple Super Investment - Capital Secure managed fund is CTE0501AU.

Con Temple Super Investment - Capital Secure’s total return last month was 2.35%. This was made up of a growth return of 2.35% and an income return of 0%. These returns were calculated as at 30 Apr 1995.

Con Temple Super Investment - Capital Secure’s total return for the last three months was 3.4%. This was made up of a growth return of 3.4% and an income return of 0%%. These returns were calculated as at 30 Apr 1995.

Con Temple Super Investment - Capital Secure’s one-year total return is 5.37%. This was made up of a growth return of 5.37% and an income return of 0%. These returns were calculated as at 30 Apr 1995.

Con Temple Super Investment - Capital Secure’s one-year total return is 4.91%. This was made up of a growth return of 4.91% and an income return of 0%. These returns were calculated as at 30 Apr 1995.

The asset allocation of the Con Temple Super Investment - Capital Secure managed fund is :

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

The Responsible Entity for the Con Temple Super Investment - Capital Secure managed fund is Connelly Temple Limited.

The Con Temple Super Investment - Capital Secure managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Apr 1995, the size of the Con Temple Super Investment - Capital Secure managed fund was $0.4 million.

The Con Temple Super Investment - Capital Secure managed fund has an inception date of 1 May 1988.

The current entry price of the Con Temple Super Investment - Capital Secure managed fund is $1.8912 per unit and the current exit price is $1.8912 per unit (as at 19 May 1995).

The current exit price of the Con Temple Super Investment - Capital Secure managed fund is $1.8912 per unit and the current entry price is $1.8912 per unit (as at 19 May 1995).

The minimum initial investment amount for the Con Temple Super Investment - Capital Secure 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.