InvestSMART

Commonwealth PensionSelect - BT Conservative Outlook - Managed Fund (Closed)

Fund Objective
To provide total return higher than the return from its benchmark over the medium-term. Suggested investment time horizon is 2 years or more.
Fund Strategy
Invests mainly in fixed interest and cash investments. Benchmark: bonds 55%, cash 20%, Australian shares 15%, overseas shares 5%, property 5%.

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 0.33% 0.05% 2.93% 1.72% -% -% -% -%
Growth return 0.33% 0.05% 2.93% 1.72% -% -% -% -%
Income return 0% 0% 0% 0% -% -% -% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.85% 2.4% 5.58% 8.64% 10.65% 7.52% 4.17% 4.51%
As at 31 Mar 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Commonwealth PensionSelect - BT Conservative Outlook
Australian Equities
16%
International Equities
11%
Cash
13%
Fixed Interest
60%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
10.81%
International Equities
15.05%
Cash
14.05%
Fixed Interest
50.47%
Property & Infrastructure
3.68%
Alternatives
5.93%

General Information

Fund Details
Type Description
Commonwealth PensionSelect - BT Conservative Outlook
Closed
Commonwealth Custodial Services Ltd
COM0127AU
Multisector Moderate
Not Rated
Allocated Pension
1 Jul 2000
$0 million (as at 31 Oct 2005)
$1.0326 (as at 19 Apr 2002)
$1.0326 (as at 19 Apr 2002)
Finalised
Offer information
Type Description
Minimum initial investment $10,000.00

FAQs about the Commonwealth PensionSelect - BT Conservative Outlook

The objective of the Commonwealth PensionSelect - BT Conservative Outlook managed fund is To provide total return higher than the return from its benchmark over the medium-term. Suggested investment time horizon is 2 years or more.

The strategy of the Commonwealth PensionSelect - BT Conservative Outlook managed fund is Invests mainly in fixed interest and cash investments. Benchmark: bonds 55%, cash 20%, Australian shares 15%, overseas shares 5%, property 5%.

The APIR code of the Commonwealth PensionSelect - BT Conservative Outlook managed fund is COM0127AU.

Commonwealth PensionSelect - BT Conservative Outlook’s total return last month was 0.33%. This was made up of a growth return of 0.33% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Commonwealth PensionSelect - BT Conservative Outlook’s total return for the last three months was 0.05%. This was made up of a growth return of 0.05% and an income return of 0%%. These returns were calculated as at 31 Mar 2002.

Commonwealth PensionSelect - BT Conservative Outlook’s one-year total return is 1.72%. This was made up of a growth return of 1.72% and an income return of 0%. These returns were calculated as at 31 Mar 2002.

Commonwealth PensionSelect - BT Conservative Outlook’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2002.

The asset allocation of the Commonwealth PensionSelect - BT Conservative Outlook managed fund is :

Australian Equities
16%
International Equities
11%
Cash
13%
Fixed Interest
60%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Commonwealth PensionSelect - BT Conservative Outlook managed fund is Commonwealth Custodial Services Ltd.

The Commonwealth PensionSelect - BT Conservative Outlook managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Oct 2005, the size of the Commonwealth PensionSelect - BT Conservative Outlook managed fund was $0 million.

The Commonwealth PensionSelect - BT Conservative Outlook managed fund has an inception date of 1 Jul 2000.

The current entry price of the Commonwealth PensionSelect - BT Conservative Outlook managed fund is $1.0326 per unit and the current exit price is $1.0326 per unit (as at 19 Apr 2002).

The current exit price of the Commonwealth PensionSelect - BT Conservative Outlook managed fund is $1.0326 per unit and the current entry price is $1.0326 per unit (as at 19 Apr 2002).

The minimum initial investment amount for the Commonwealth PensionSelect - BT Conservative Outlook managed fund is $10,000.

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.