InvestSMART

Commonwealth SuperSelect - Credit Suisse Capital Growth - Managed Fund (Closed)

Fund Objective
To provide exposure to a range of sectors to achieve mostly capital growth with some income potential over the long-term. Suggested investment time horizon is 5 years or more.
Fund Strategy
Asset allocation ranges (with benchmarks in brackets): Australian shares 25-50% (40%), overseas shares 15-40% (25%), property 0-15 (5%), bonds 10-40% (25%), cash 0-20% (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 2.3% 5.2% 14.6% 23.44% 5.69% 5.68% 6.38% 5.93%
Growth return 2.3% 5.2% 14.6% 23.44% 5.69% 5.68% 6.38% -%
Income return 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 Mar 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Commonwealth SuperSelect - Credit Suisse Capital Growth
Australian Equities
46%
International Equities
27%
Cash
3%
Fixed Interest
24%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.15%
International Equities
35.57%
Cash
5.91%
Fixed Interest
21.02%
Property & Infrastructure
6.37%
Alternatives
3.98%

General Information

Fund Details
Type Description
Commonwealth SuperSelect - Credit Suisse Capital Growth
Closed
Commonwealth Custodial Services Ltd
COM0107AU
Multisector Growth
starstar (as at 31 Mar 2021)
Superannuation Fund
8 Sep 1999
$0 million (as at 30 Apr 2021)
n/a
$2.76611 (as at 15 Apr 2021)
Finalised
Offer information
Type Description
Standard entry fee 3%
Indirect Cost Ratio (ICR) 2.03% (as at 30 Jun 2011)
Minimum initial investment $1,000.00
Minimum additional investments $100.00

FAQs about the Commonwealth SuperSelect - Credit Suisse Capital Growth

The objective of the Commonwealth SuperSelect - Credit Suisse Capital Growth managed fund is To provide exposure to a range of sectors to achieve mostly capital growth with some income potential over the long-term. Suggested investment time horizon is 5 years or more.

The strategy of the Commonwealth SuperSelect - Credit Suisse Capital Growth managed fund is Asset allocation ranges (with benchmarks in brackets): Australian shares 25-50% (40%), overseas shares 15-40% (25%), property 0-15 (5%), bonds 10-40% (25%), cash 0-20% (5%).

The APIR code of the Commonwealth SuperSelect - Credit Suisse Capital Growth managed fund is COM0107AU.

Commonwealth SuperSelect - Credit Suisse Capital Growth’s total return last month was 2.3%. This was made up of a growth return of 2.3% and an income return of 0%. These returns were calculated as at 31 Mar 2021.

Commonwealth SuperSelect - Credit Suisse Capital Growth’s total return for the last three months was 5.2%. This was made up of a growth return of 5.2% and an income return of 0%%. These returns were calculated as at 31 Mar 2021.

Commonwealth SuperSelect - Credit Suisse Capital Growth’s one-year total return is 23.44%. This was made up of a growth return of 23.44% and an income return of 0%. These returns were calculated as at 31 Mar 2021.

Commonwealth SuperSelect - Credit Suisse Capital Growth’s one-year total return is 5.68%. This was made up of a growth return of 5.68% and an income return of 0%. These returns were calculated as at 31 Mar 2021.

The asset allocation of the Commonwealth SuperSelect - Credit Suisse Capital Growth managed fund is :

Australian Equities
46%
International Equities
27%
Cash
3%
Fixed Interest
24%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Commonwealth SuperSelect - Credit Suisse Capital Growth managed fund is Commonwealth Custodial Services Ltd.

The Commonwealth SuperSelect - Credit Suisse Capital Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Apr 2021, the size of the Commonwealth SuperSelect - Credit Suisse Capital Growth managed fund was $0 million.

The Commonwealth SuperSelect - Credit Suisse Capital Growth managed fund has an inception date of 8 Sep 1999.

The current entry price of the Commonwealth SuperSelect - Credit Suisse Capital Growth managed fund is $ per unit and the current exit price is $2.76611 per unit (as at 15 Apr 2021).

The current exit price of the Commonwealth SuperSelect - Credit Suisse Capital Growth managed fund is $2.76611 per unit and the current entry price is $ per unit (as at 15 Apr 2021).

The minimum initial investment amount for the Commonwealth SuperSelect - Credit Suisse Capital Growth managed fund is $1,000. Minimum additional investment is $100.

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.