InvestSMART

Commonwealth Life Sup M'Trs - Growth - Managed Fund

Fund Objective
A rollover fund aiming to produce significant capital growth over the long term.
Fund Strategy
Invests in growth oriented assets, such as shares and domestic property with a lower portion of liquid and fixed interest assets.

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 1.47% 4.07% 5.27% 11.24% 11.32% 10.82% 9.14% 7.48%
Growth return 1.47% 4.07% 5.27% 11.24% 11.32% 10.82% 9.14% 7.48%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.75% 4.43% 10.73% 11.3% 14.85% 13.6% 9.39% 8.35%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Commonwealth Life Sup M'Trs - Growth
Australian Equities
45.67%
International Equities
23.85%
Cash
7.94%
Property & Infrastructure
5.50%
Fixed Interest
15.67%
Alternatives
1.37%
Average Allocation of Peers
Australian Equities
27.19%
International Equities
35.14%
Cash
6.35%
Property & Infrastructure
6.40%
Fixed Interest
20.94%
Alternatives
3.98%

General Information

Fund Details
Type Description
Commonwealth Life Sup M'Trs - Growth
Equity Trustees Superannuation Limited
COM0015AU
Multisector Growth
starstarstarstarstar (as at 31 Aug 2025)
Superannuation Fund
1 May 1994
$39.2 million (as at 30 Apr 2010)
$8.35683 (as at 29 Aug 2025)
$8.33183 (as at 29 Aug 2025)
Closed
Offer information
Type Description
Minimum initial investment $2,500.00

FAQs about the Commonwealth Life Sup M'Trs - Growth

The objective of the Commonwealth Life Sup M'Trs - Growth managed fund is A rollover fund aiming to produce significant capital growth over the long term.

The strategy of the Commonwealth Life Sup M'Trs - Growth managed fund is Invests in growth oriented assets, such as shares and domestic property with a lower portion of liquid and fixed interest assets.

The APIR code of the Commonwealth Life Sup M'Trs - Growth managed fund is COM0015AU.

Commonwealth Life Sup M'Trs - Growth’s total return last month was 1.47%. This was made up of a growth return of 1.47% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Commonwealth Life Sup M'Trs - Growth’s total return for the last three months was 4.07%. This was made up of a growth return of 4.07% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Commonwealth Life Sup M'Trs - Growth’s one-year total return is 11.24%. This was made up of a growth return of 11.24% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Commonwealth Life Sup M'Trs - Growth’s one-year total return is 10.82%. This was made up of a growth return of 10.82% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Commonwealth Life Sup M'Trs - Growth managed fund is :

Australian Equities
45.67%
International Equities
23.85%
Cash
7.94%
Property & Infrastructure
5.50%
Fixed Interest
15.67%
Alternatives
1.37%

The Responsible Entity for the Commonwealth Life Sup M'Trs - Growth managed fund is Equity Trustees Superannuation Limited.

The Commonwealth Life Sup M'Trs - Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Apr 2010, the size of the Commonwealth Life Sup M'Trs - Growth managed fund was $39.2 million.

The Commonwealth Life Sup M'Trs - Growth managed fund has an inception date of 1 May 1994.

The current entry price of the Commonwealth Life Sup M'Trs - Growth managed fund is $8.35683 per unit and the current exit price is $8.33183 per unit (as at 29 Aug 2025).

The current exit price of the Commonwealth Life Sup M'Trs - Growth managed fund is $8.33183 per unit and the current entry price is $8.35683 per unit (as at 29 Aug 2025).

The minimum initial investment amount for the Commonwealth Life Sup M'Trs - Growth managed fund is $2,500.

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.