Commonwealth GIT - Managed Growth Fund - Managed Fund (Closed)

Fund Objective

A growth based wholesale fund aiming to maximise investment returns over the medium to long term subject to tolerable levels of shorter term volatility.

Fund Strategy

Funds are invested in accordance with the following benchmarks: Australian equities - 40%, international equities -27%, listed property - 5%, Australian bonds -15%, international bonds - 5% and cash - 8%.

Fund Performance Comparison

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Peers

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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.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	1.43%	-3.39%	-1.11%	-12.26%	-5.01%	-2.25%	3.2%	-%
Growth return	1.43%	-3.39%	-2.04%	-14.69%	-10.79%	-10.67%	-7.54%	-%
Income return	0%	0%	0.93%	2.43%	5.78%	8.42%	10.74%	-%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	-2.79%	1.71%	12.6%	9.39%	5.79%	4.67%	6.26%	7.23%

As at 31 Mar 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Commonwealth GIT - Managed Growth Fund

Australian Equities: 40.10%

International Equities: 26.90%

Cash: 7.90%

Property: 5%

Fixed Interest: 20.10%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 27.43%

International Equities: 33.25%

Cash: 6.56%

Property: 6.84%

Fixed Interest: 21.60%

Alternatives: 4.31%

General Information

Fund Details

Type	Description
Fund Name	Commonwealth GIT - Managed Growth Fund (Wholesale)
Fund Status	Closed
Responsible Entity	Commonwealth Managed Investments Limited
APIR Code	CFM0401AU
Sector/Asset Class	Multisector Growth
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	30 Apr 1994
Fund Size	$0.7 million (as at 31 Mar 2003)
Entry Price	n/a
Exit Price	$0.7242 (as at 31 Mar 2003)
Fund Status	Finalised

Offer information

Type	Description
Minimum initial investment	$500,000

FAQs about the Commonwealth GIT - Managed Growth Fund

What is the objective of the Commonwealth GIT - Managed Growth Fund managed fund?

The objective of the Commonwealth GIT - Managed Growth Fund managed fund is A growth based wholesale fund aiming to maximise investment returns over the medium to long term subject to tolerable levels of shorter term volatility.

What is the strategy for the Commonwealth GIT - Managed Growth Fund managed fund?

The strategy of the Commonwealth GIT - Managed Growth Fund managed fund is Funds are invested in accordance with the following benchmarks: Australian equities - 40%, international equities -27%, listed property - 5%, Australian bonds -15%, international bonds - 5% and cash - 8%.

What is the APIR code of the Commonwealth GIT - Managed Growth Fund managed fund?

The APIR code of the Commonwealth GIT - Managed Growth Fund managed fund is CFM0401AU.

What was Commonwealth GIT - Managed Growth Fund’s total return last month?

Commonwealth GIT - Managed Growth Fund’s total return last month was 1.43%. This was made up of a growth return of 1.43% and an income return of 0%. These returns were calculated as at 31 Mar 2003.

What was Commonwealth GIT - Managed Growth Fund’s total return for the last three months?

Commonwealth GIT - Managed Growth Fund’s total return for the last three months was -3.39%. This was made up of a growth return of -3.39% and an income return of 0%%. These returns were calculated as at 31 Mar 2003.

What is Commonwealth GIT - Managed Growth Fund’s one-year total return?

Commonwealth GIT - Managed Growth Fund’s one-year total return is -12.26%. This was made up of a growth return of -14.69% and an income return of 2.43%. These returns were calculated as at 31 Mar 2003.

What is Commonwealth GIT - Managed Growth Fund’s three-year total return?

Commonwealth GIT - Managed Growth Fund’s one-year total return is -2.25%. This was made up of a growth return of -10.67% and an income return of 8.42%. These returns were calculated as at 31 Mar 2003.

What is the asset allocation of the Commonwealth GIT - Managed Growth Fund managed fund?

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

Australian Equities: 40.10%

International Equities: 26.90%

Cash: 7.90%

Property: 5%

Fixed Interest: 20.10%

Alternatives: 0%

Who is the responsible Entity of the Commonwealth GIT - Managed Growth Fund managed fund?

The Responsible Entity for the Commonwealth GIT - Managed Growth Fund managed fund is Commonwealth Managed Investments Limited.

What sector/asset class does the Commonwealth GIT - Managed Growth Fund managed fund belong to?

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

What is the size of the Commonwealth GIT - Managed Growth Fund managed fund?

As at 31 Mar 2003, the size of the Commonwealth GIT - Managed Growth Fund managed fund was $0.7 million.

What is the inception date of the Commonwealth GIT - Managed Growth Fund managed fund?

The Commonwealth GIT - Managed Growth Fund managed fund has an inception date of 30 Apr 1994.

What is the current entry price of the Commonwealth GIT - Managed Growth Fund managed fund?

The current entry price of the Commonwealth GIT - Managed Growth Fund managed fund is $ per unit and the current exit price is $0.7242 per unit (as at 31 Mar 2003).

What is the current exit price of the Commonwealth GIT - Managed Growth Fund managed fund?

The current exit price of the Commonwealth GIT - Managed Growth Fund managed fund is $0.7242 per unit and the current entry price is $ per unit (as at 31 Mar 2003).

What is the minimum investment amount for the Commonwealth GIT - Managed Growth Fund managed fund?

The minimum initial investment amount for the Commonwealth GIT - Managed Growth Fund managed fund is $500,000.

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.

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