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  5. Colonial Select Personal Superannuation - BT Core Global Share Option - Managed fund profile

Colonial Select Personal Superannuation - BT Core Global Share Option - Managed Fund (Closed)

Fund Objective
To provide a portfolio of international investments that aims to provide a return (before fees, costs and taxes) that exceeds the MSCI World (ex Australia) Index (net dividends reinvested), in Australian dollar terms, over the medium-to-long-term.
Fund Strategy
The option offers the potential for long-term capital growth, and diversification across a broad range of companies, industries, and countries. Whilst the Fund can invest in any international sharemarket that offers attractive opportunities, most investments will be located in the United States, Europe and Japan.

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 2.08% 11.66% 26.39% 27.12% 13.37% 10.42% 11.8% 12.38%
Growth return 3.66% 9.83% 22.63% 30.5% 13.75% 10.74% 11.62% -%
Income return -1.58% 1.83% 3.76% -3.38% -0.38% -0.32% 0.18% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.92% 2.14% 10.2% 29.31% 20.19% 11.39% 13.27% 13.18%
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 Core Global Share Option
International Equities
98.88%
Cash
1.12%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.20%
Cash
2.45%
Australian Equities
2.64%
Property
1.51%
Fixed Interest
0.12%
Alternatives
0.09%

General Information

Fund Details
Type Description
Colonial Select Personal Superannuation - BT Core Global Share Option
Closed
Colonial Mutual Superannuation Pty Ltd
PRU0478AU
Equity World Large Blend
starstarstar (as at 30 Apr 2021)
Superannuation Fund
12 Apr 2002
$0 million (as at 30 Apr 2021)
n/a
$25.5464 (as at 21 May 2021)
Finalised
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 1.10% (as at 30 Jun 2011)
Minimum initial investment $1,500.00
Minimum additional investments $500.00
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2016)

Holding (as at 30 Jun 2016) Type % of Portfolio
Westpac International Equity Index A Mutual Fund - Open End 76.45%
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FAQs about the Colonial Select Personal Superannuation - BT Core Global Share Option

The objective of the Colonial Select Personal Superannuation - BT Core Global Share Option managed fund is To provide a portfolio of international investments that aims to provide a return (before fees, costs and taxes) that exceeds the MSCI World (ex Australia) Index (net dividends reinvested), in Australian dollar terms, over the medium-to-long-term.

The strategy of the Colonial Select Personal Superannuation - BT Core Global Share Option managed fund is The option offers the potential for long-term capital growth, and diversification across a broad range of companies, industries, and countries. Whilst the Fund can invest in any international sharemarket that offers attractive opportunities, most investments will be located in the United States, Europe and Japan.

The APIR code of the Colonial Select Personal Superannuation - BT Core Global Share Option managed fund is PRU0478AU.

Colonial Select Personal Superannuation - BT Core Global Share Option’s total return last month was 2.08%. This was made up of a growth return of 3.66% and an income return of -1.58%. These returns were calculated as at 30 Apr 2021.

Colonial Select Personal Superannuation - BT Core Global Share Option’s total return for the last three months was 11.66%. This was made up of a growth return of 9.83% and an income return of 1.83%%. These returns were calculated as at 30 Apr 2021.

Colonial Select Personal Superannuation - BT Core Global Share Option’s one-year total return is 27.12%. This was made up of a growth return of 30.5% and an income return of -3.38%. These returns were calculated as at 30 Apr 2021.

Colonial Select Personal Superannuation - BT Core Global Share Option’s one-year total return is 10.42%. This was made up of a growth return of 10.74% and an income return of -0.32%. These returns were calculated as at 30 Apr 2021.

The asset allocation of the Colonial Select Personal Superannuation - BT Core Global Share Option managed fund is :

International Equities
98.88%
Cash
1.12%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial Select Personal Superannuation - BT Core Global Share Option managed fund is Colonial Mutual Superannuation Pty Ltd.

The Colonial Select Personal Superannuation - BT Core Global Share Option managed fund belongs to the Equity World Large Blend sector/asset class.

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

The Colonial Select Personal Superannuation - BT Core Global Share Option managed fund has an inception date of 12 Apr 2002.

The current entry price of the Colonial Select Personal Superannuation - BT Core Global Share Option managed fund is $ per unit and the current exit price is $25.5464 per unit (as at 21 May 2021).

The current exit price of the Colonial Select Personal Superannuation - BT Core Global Share Option managed fund is $25.5464 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 Core Global Share 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.