InvestSMART

Con Temple Super Investment - Market Linked - Managed Fund (Closed)

Fund Objective
A flexible growth superannuation fund aiming to achieve maximum long term returns while also seeking three yearly returns that donot fall below zero.
Fund Strategy
Invest in a mix of assets with a greater exposure to growth oriented investments. Managers selected are County NatWest, BT, Prudential, Potter Warburg and Maple-Brown Abbott.

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 13.26% 17.25% 11.58% 10.62% 12.12% 12.18% 10.89% -%
Growth return 13.26% 17.25% 11.58% 10.62% 12.12% 12.18% 10.89% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.46% 4.16% 11.05% 13.41% 17.1% 12.49% 9.66% 8.09%
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
4.36%
Australian Equities
27.23%
International Equities
35.56%
Cash
5.92%
Property & Infrastructure
6.30%
Fixed Interest
20.62%

General Information

Fund Details
Type Description
Con Temple Super Investment - Market Linked
Closed
Connelly Temple Limited
CTE0503AU
Multisector Growth
Not Rated
Superannuation Fund
1 May 1988
$0.3 million (as at 30 Apr 1995)
$2.0317 (as at 19 May 1995)
$2.0317 (as at 19 May 1995)
Finalised
Offer information
Type Description
Minimum initial investment
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FAQs about the Con Temple Super Investment - Market Linked

The objective of the Con Temple Super Investment - Market Linked managed fund is A flexible growth superannuation fund aiming to achieve maximum long term returns while also seeking three yearly returns that donot fall below zero.

The strategy of the Con Temple Super Investment - Market Linked managed fund is Invest in a mix of assets with a greater exposure to growth oriented investments. Managers selected are County NatWest, BT, Prudential, Potter Warburg and Maple-Brown Abbott.

The APIR code of the Con Temple Super Investment - Market Linked managed fund is CTE0503AU.

Con Temple Super Investment - Market Linked’s total return last month was 13.26%. This was made up of a growth return of 13.26% and an income return of 0%. These returns were calculated as at 30 Apr 1995.

Con Temple Super Investment - Market Linked’s total return for the last three months was 17.25%. This was made up of a growth return of 17.25% and an income return of 0%%. These returns were calculated as at 30 Apr 1995.

Con Temple Super Investment - Market Linked’s one-year total return is 10.62%. This was made up of a growth return of 10.62% and an income return of 0%. These returns were calculated as at 30 Apr 1995.

Con Temple Super Investment - Market Linked’s one-year total return is 12.18%. This was made up of a growth return of 12.18% and an income return of 0%. These returns were calculated as at 30 Apr 1995.

The asset allocation of the Con Temple Super Investment - Market Linked 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 - Market Linked managed fund is Connelly Temple Limited.

The Con Temple Super Investment - Market Linked managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Apr 1995, the size of the Con Temple Super Investment - Market Linked managed fund was $0.3 million.

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

The current entry price of the Con Temple Super Investment - Market Linked managed fund is $2.0317 per unit and the current exit price is $2.0317 per unit (as at 19 May 1995).

The current exit price of the Con Temple Super Investment - Market Linked managed fund is $2.0317 per unit and the current entry price is $2.0317 per unit (as at 19 May 1995).

The minimum initial investment amount for the Con Temple Super Investment - Market Linked 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.