Col SupChoice - Colonial Wholesale Leaders - Managed Fund (Closed)

Fund Objective

To provide long-term capital growth by investing in a concentrated portfolio of 15-30 stocks. The fund aims to outperform the S&P/ASX 300 Accumulation Index over rolling three year periods before fees and taxes.

Fund Strategy

The fund's strategy is based on the belief that, over the medium-to-long term, stock prices are driven by the ability of management to generate excess returns over their cost of capital in their chosen industry. The fund generally invests in a concentrated selection of high quality companies with strong balance sheets and earnings in the S&P/ASX 300 Accumulation Index.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0%	4.69%	13.6%	25.72%	26.51%	22.85%	-%	-%
Growth return	0%	4.69%	13.6%	25.72%	26.51%	22.85%	-%	-%
Income return	0%	0%	0%	0%	0%	0%	-%	-%
Market index (S&P/ASX 200 TR AUD)
Total return	-1.31%	2.1%	8.44%	24.89%	13.39%	8.01%	8.17%	8.32%

As at 30 Jun 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Col SupChoice - Colonial Wholesale Leaders

Australian Equities: 84.16%

International Equities: 12.85%

Cash: 2.99%

Property: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 93.29%

International Equities: 4.30%

Cash: -0.11%

Property: 2.11%

Fixed Interest: 0.40%

Alternatives: 0.01%

General Information

Fund Details

Type	Description
Fund Name	Col SupChoice - Colonial Wholesale Leaders
Fund Status	Closed
Responsible Entity	Colonial Mutual Superannuation Pty Ltd
APIR Code	LGL0185AU
Sector/Asset Class	Equity Australia Large Growth
Morningstar Rating	(as at 30 Jun 2006)
Legal Structure	Superannuation Fund
Fund Inception	12 Apr 2002
Fund Size	$0.5 million (as at 31 Mar 2006)
Entry Price	$1.8008 (as at 27 Feb 2009)
Exit Price	$1.8008 (as at 27 Feb 2009)
Fund Status	Finalised

Offer information

Type	Description

Top 10 holdings (as at 30 Jun 2023)

Holding (as at 30 Jun 2023)	Type	% of Portfolio
Pro Medicus Ltd	Equity	3.48%

FAQs about the Col SupChoice - Colonial Wholesale Leaders

What is the objective of the Col SupChoice - Colonial Wholesale Leaders managed fund?

The objective of the Col SupChoice - Colonial Wholesale Leaders managed fund is To provide long-term capital growth by investing in a concentrated portfolio of 15-30 stocks. The fund aims to outperform the S&P/ASX 300 Accumulation Index over rolling three year periods before fees and taxes.

What is the strategy for the Col SupChoice - Colonial Wholesale Leaders managed fund?

The strategy of the Col SupChoice - Colonial Wholesale Leaders managed fund is The fund's strategy is based on the belief that, over the medium-to-long term, stock prices are driven by the ability of management to generate excess returns over their cost of capital in their chosen industry. The fund generally invests in a concentrated selection of high quality companies with strong balance sheets and earnings in the S&P/ASX 300 Accumulation Index.

What is the APIR code of the Col SupChoice - Colonial Wholesale Leaders managed fund?

The APIR code of the Col SupChoice - Colonial Wholesale Leaders managed fund is LGL0185AU.

What was Col SupChoice - Colonial Wholesale Leaders’s total return last month?

Col SupChoice - Colonial Wholesale Leaders’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 30 Jun 2006.

What was Col SupChoice - Colonial Wholesale Leaders’s total return for the last three months?

Col SupChoice - Colonial Wholesale Leaders’s total return for the last three months was 4.69%. This was made up of a growth return of 4.69% and an income return of 0%%. These returns were calculated as at 30 Jun 2006.

What is Col SupChoice - Colonial Wholesale Leaders’s one-year total return?

Col SupChoice - Colonial Wholesale Leaders’s one-year total return is 25.72%. This was made up of a growth return of 25.72% and an income return of 0%. These returns were calculated as at 30 Jun 2006.

What is Col SupChoice - Colonial Wholesale Leaders’s three-year total return?

Col SupChoice - Colonial Wholesale Leaders’s one-year total return is 22.85%. This was made up of a growth return of 22.85% and an income return of 0%. These returns were calculated as at 30 Jun 2006.

What is the asset allocation of the Col SupChoice - Colonial Wholesale Leaders managed fund?

The asset allocation of the Col SupChoice - Colonial Wholesale Leaders managed fund is :

Australian Equities: 84.16%

International Equities: 12.85%

Cash: 2.99%

Property: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Col SupChoice - Colonial Wholesale Leaders managed fund?

The Responsible Entity for the Col SupChoice - Colonial Wholesale Leaders managed fund is Colonial Mutual Superannuation Pty Ltd.

What sector/asset class does the Col SupChoice - Colonial Wholesale Leaders managed fund belong to?

The Col SupChoice - Colonial Wholesale Leaders managed fund belongs to the Equity Australia Large Growth sector/asset class.

What is the size of the Col SupChoice - Colonial Wholesale Leaders managed fund?

As at 31 Mar 2006, the size of the Col SupChoice - Colonial Wholesale Leaders managed fund was $0.5 million.

What is the inception date of the Col SupChoice - Colonial Wholesale Leaders managed fund?

The Col SupChoice - Colonial Wholesale Leaders managed fund has an inception date of 12 Apr 2002.

What is the current entry price of the Col SupChoice - Colonial Wholesale Leaders managed fund?

The current entry price of the Col SupChoice - Colonial Wholesale Leaders managed fund is $1.8008 per unit and the current exit price is $1.8008 per unit (as at 27 Feb 2009).

What is the current exit price of the Col SupChoice - Colonial Wholesale Leaders managed fund?

The current exit price of the Col SupChoice - Colonial Wholesale Leaders managed fund is $1.8008 per unit and the current entry price is $1.8008 per unit (as at 27 Feb 2009).

What is the minimum investment amount for the Col SupChoice - Colonial Wholesale Leaders managed fund?

The minimum initial investment amount for the Col SupChoice - Colonial Wholesale Leaders managed fund is $.

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.

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