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  5. Commonwealth SuperSelect - Perpetual Balanced Growth - Managed fund profile

Commonwealth SuperSelect - Perpetual Balanced Growth - Managed Fund (Closed)

Fund Objective
To provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments.
Fund Strategy
Perpetual invests in a diverse mix of assets such as Australian shares, international shares, fixed interest securities, property securities and cash. Tactical assets allocation strategies (using derivatives) may be applied to Australian shares, fixed interest and cash (the investment option may adjust its exposure to these three asset classes on a regular basis). Currency hedges may be used from time to time.

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 3.11% 4.85% 12.33% 21% 6.92% 6.27% 5.84% 5.66%
Growth return 3.11% 4.85% 12.33% 21% 6.92% 6.27% 5.84% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 Mar 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Commonwealth SuperSelect - Perpetual Balanced Growth
Australian Equities
43%
International Equities
24%
Cash
12%
Fixed Interest
21%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.26%
Cash
6.12%
Fixed Interest
20.99%
Property & Infrastructure
6.35%
Alternatives
4.01%

General Information

Fund Details
Type Description
Commonwealth SuperSelect - Perpetual Balanced Growth
Closed
Commonwealth Custodial Services Ltd
COM0163AU
Multisector Growth
starstar (as at 31 Mar 2021)
Superannuation Fund
12 Apr 2002
$0 million (as at 30 Apr 2021)
n/a
$2.52268 (as at 15 Apr 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.36% (as at 30 Jun 2011)
Minimum initial investment $1,000.00
Minimum additional investments $100.00

FAQs about the Commonwealth SuperSelect - Perpetual Balanced Growth

The objective of the Commonwealth SuperSelect - Perpetual Balanced Growth managed fund is To provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments.

The strategy of the Commonwealth SuperSelect - Perpetual Balanced Growth managed fund is Perpetual invests in a diverse mix of assets such as Australian shares, international shares, fixed interest securities, property securities and cash. Tactical assets allocation strategies (using derivatives) may be applied to Australian shares, fixed interest and cash (the investment option may adjust its exposure to these three asset classes on a regular basis). Currency hedges may be used from time to time.

The APIR code of the Commonwealth SuperSelect - Perpetual Balanced Growth managed fund is COM0163AU.

Commonwealth SuperSelect - Perpetual Balanced Growth’s total return last month was 3.11%. This was made up of a growth return of 3.11% and an income return of 0%. These returns were calculated as at 31 Mar 2021.

Commonwealth SuperSelect - Perpetual Balanced Growth’s total return for the last three months was 4.85%. This was made up of a growth return of 4.85% and an income return of 0%%. These returns were calculated as at 31 Mar 2021.

Commonwealth SuperSelect - Perpetual Balanced Growth’s one-year total return is 21%. This was made up of a growth return of 21% and an income return of 0%. These returns were calculated as at 31 Mar 2021.

Commonwealth SuperSelect - Perpetual Balanced Growth’s one-year total return is 6.27%. This was made up of a growth return of 6.27% and an income return of 0%. These returns were calculated as at 31 Mar 2021.

The asset allocation of the Commonwealth SuperSelect - Perpetual Balanced Growth managed fund is :

Australian Equities
43%
International Equities
24%
Cash
12%
Fixed Interest
21%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Commonwealth SuperSelect - Perpetual Balanced Growth managed fund is Commonwealth Custodial Services Ltd.

The Commonwealth SuperSelect - Perpetual Balanced Growth managed fund belongs to the Multisector Growth sector/asset class.

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

The Commonwealth SuperSelect - Perpetual Balanced Growth managed fund has an inception date of 12 Apr 2002.

The current entry price of the Commonwealth SuperSelect - Perpetual Balanced Growth managed fund is $ per unit and the current exit price is $2.52268 per unit (as at 15 Apr 2021).

The current exit price of the Commonwealth SuperSelect - Perpetual Balanced Growth managed fund is $2.52268 per unit and the current entry price is $ per unit (as at 15 Apr 2021).

The minimum initial investment amount for the Commonwealth SuperSelect - Perpetual Balanced 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.