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  5. Colonial Select Personal Superannuation - BT Active Balanced Option - Managed fund profile

Colonial Select Personal Superannuation - BT Active Balanced Option - Managed Fund (Closed)

Fund Objective
The option aims to provide a return (before fees, costs and taxes) that exceeds the option's benchmark over the medium-to-long-term.
Fund Strategy
The option is an actively managed diversified portfolio that invests in Australian and international shares, property securities, Australian and international fixed interest and cash. The option has a higher weighting towards growth assets than to defensive assets. This option aims to hedge currency risk on non-share assets only.

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 2.29% 6.28% 15.15% 22.65% 9.83% 9.04% 9.15% 8.77%
Growth return 2.09% 3.13% 12.57% 24.41% 9.57% 8.97% 8.96% -%
Income return 0.2% 3.15% 2.58% -1.76% 0.26% 0.07% 0.19% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.43% 1.58% 7.38% 20.91% 12.04% 5.34% 6.61% 7.49%
As at 30 Apr 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial Select Personal Superannuation - BT Active Balanced Option
Australian Equities
35.60%
International Equities
24.10%
Cash
16.70%
Property
7.50%
Fixed Interest
16.10%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.54%
International Equities
34.01%
Cash
5.65%
Property
6.82%
Fixed Interest
21.54%
Alternatives
4.45%

General Information

Fund Details
Type Description
Colonial Select Personal Superannuation - BT Active Balanced Option
Closed
Colonial Mutual Superannuation Pty Ltd
PRU0120AU
Multisector Growth
starstarstarstarstar (as at 30 Apr 2021)
Superannuation Fund
31 Mar 1995
$0 million (as at 30 Apr 2021)
n/a
$60.7911 (as at 21 May 2021)
Finalised
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 0.89% (as at 30 Jun 2011)
Minimum initial investment $1,500.00
Minimum additional investments $500.00
Minimum redemption amount

FAQs about the Colonial Select Personal Superannuation - BT Active Balanced Option

The objective of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is The option aims to provide a return (before fees, costs and taxes) that exceeds the option's benchmark over the medium-to-long-term.

The strategy of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is The option is an actively managed diversified portfolio that invests in Australian and international shares, property securities, Australian and international fixed interest and cash. The option has a higher weighting towards growth assets than to defensive assets. This option aims to hedge currency risk on non-share assets only.

The APIR code of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is PRU0120AU.

Colonial Select Personal Superannuation - BT Active Balanced Option’s total return last month was 2.29%. This was made up of a growth return of 2.09% and an income return of 0.2%. These returns were calculated as at 30 Apr 2021.

Colonial Select Personal Superannuation - BT Active Balanced Option’s total return for the last three months was 6.28%. This was made up of a growth return of 3.13% and an income return of 3.15%%. These returns were calculated as at 30 Apr 2021.

Colonial Select Personal Superannuation - BT Active Balanced Option’s one-year total return is 22.65%. This was made up of a growth return of 24.41% and an income return of -1.76%. These returns were calculated as at 30 Apr 2021.

Colonial Select Personal Superannuation - BT Active Balanced Option’s one-year total return is 9.04%. This was made up of a growth return of 8.97% and an income return of 0.07%. These returns were calculated as at 30 Apr 2021.

The asset allocation of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is :

Australian Equities
35.60%
International Equities
24.10%
Cash
16.70%
Property
7.50%
Fixed Interest
16.10%
Alternatives
0%

The Responsible Entity for the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is Colonial Mutual Superannuation Pty Ltd.

The Colonial Select Personal Superannuation - BT Active Balanced Option managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Apr 2021, the size of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund was $0 million.

The Colonial Select Personal Superannuation - BT Active Balanced Option managed fund has an inception date of 31 Mar 1995.

The current entry price of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is $ per unit and the current exit price is $60.7911 per unit (as at 21 May 2021).

The current exit price of the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is $60.7911 per unit and the current entry price is $ per unit (as at 21 May 2021).

The minimum initial investment amount for the Colonial Select Personal Superannuation - BT Active Balanced Option managed fund is $1,500. Minimum additional investment is $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.