Con Temple Super Investment - Capital Stable - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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 1.87 4.17 3.85 1.91 4.57 6.04 - -
Growth return 1.87 4.17 3.85 1.91 4.57 6.04 - -
Income return 0 0 0 0 0 0 - -
Market index (Morningstar Aus Msec Balanced TR AUD)
Total return 0.69 2.59 6.94 9.82 9.84 8.4 8.05 7.82
As as 30 Apr 1995. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Con Temple Super Investment - Capital Stable
Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Average Allocation of Peers
Alternatives
7.29%
Australian Equities
19.90%
International Equities
23.34%
Cash
12.75%
Property
3.60%
Fixed Interest
33.12%

General Information

Fund Details
Type Description
Con Temple Super Investment - Capital Stable
Closed
Connelly Temple Limited
CTE0502AU
Multisector Balanced
Not Rated
Superannuation Fund
28 Aug 1991
$0.1 million (as at 30 Apr 1995)
$1.2415 (as at 19 May 1995)
$1.2415 (as at 19 May 1995)
Fund Objective
This flexible stable superannuation trust aims to offer an investment option which provides a better return than their 'Capital Secure' option but without the risks of being fully exposed to the more volatile asset classes. Annual returns that do not fall below zero are sought.
Fund Strategy
Invest in 'capital stable' funds of other investment managers. The underlying invmt of these funds are primarily in cash and government bonds, whilst maintaining a limited (not more than 40%) exposure to equities and property. Managers selected are Macquarie, BT, Prudential, MLC and J P Morgan.
Offer information
Type Description
Minimum initial investment

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 cannot 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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Underperforming
81%^

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%