Commonwealth Life Corporate Super - Balanced - 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 0.46 1.77 4.87 6.46 6.57 6.13 5.77 6.03
Growth return 0.46 1.77 4.87 6.46 6.57 6.13 5.77 6.03
Income return 0 0 0 0 0 0 0 0
Market index (Morningstar Aus Msec Moderate TR AUD)
Total return 0.23 2.06 5.28 8.77 7.62 6.1 6.23 6.54
As as 30 Sep 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Commonwealth Life Corporate Super - Balanced
Australian Equities
13.47%
International Equities
9.50%
Cash
25.73%
Property
13.38%
Fixed Interest
36.63%
Alternatives
1.29%
Average Allocation of Peers
Australian Equities
12.28%
International Equities
12.13%
Cash
20.66%
Property
4.32%
Fixed Interest
43.92%
Alternatives
6.69%

General Information

Fund Details
Type Description
Commonwealth Life Corporate Super - Balanced (Wholesale)
Commonwealth Life Limited
COM0503AU
Multisector Moderate
starstarstarstarstar (as at 30 Sep 2019)
Superannuation Fund
1 Jan 1994
$11.05 million (as at 31 Aug 2019)
n/a
$4.29297 (as at 10 Oct 2019)
Fund Objective
To produce relatively stable returns with potential for some capital growth over the medium-term, to obtain income from interest, dividends and rent, and is designed for investors with a time horizon of three years or longer.
Fund Strategy
Invests in a broad range of assets. On average, two-thirds of Fund assets will be income investments and one-third growth investments. Asset allocation ranges (with benchmarks in brackets): property 0-15% (12.5), Australian shares 5-20% (12.5%), overseas shares 5-15% (10%), Australian bonds 20-50% (35%), overseas bonds 0-10% (3.5%), alternative investments 0-4% (1.5%), cash 15-60% (25%). Commonwealth Investment Services Limited is the investment adviser.
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.23% (as at 30 Jun 2011)
Minimum initial investment $250,000

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 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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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%