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  5. Col SupChoice - Cwealth M - Mgr Australian Share - Managed fund profile

Col SupChoice - Cwealth M - Mgr Australian Share - Managed Fund (Closed)

Fund Objective
To receive dividend income and capital growth from a diversified portfolio of companies whose shares are listed on the ASX and provide investors with tax-effective income.
Fund Strategy
Selecting leading Australian equity managers that are complementary, which produce an overall portfolio that is expected to have outperformance but without material size or style bias compared to the index. Asset allocation ranges (with benchmarks in brackets): Australian equities 80-100% (100%) and cash 0-20% (0%).

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 0% 3.41% 11.25% 24.24% 23.22% 20.89% -% -%
Growth return 0% 3.41% 11.25% 24.24% 23.22% 20.89% -% -%
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 - Cwealth M - Mgr Australian Share
Australian Equities
96.20%
Cash
3.80%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.29%
Cash
-0.11%
International Equities
4.30%
Property
2.11%
Fixed Interest
0.40%
Alternatives
0.01%

General Information

Fund Details
Type Description
Col SupChoice - Cwealth M - Mgr Australian Share
Closed
Colonial Mutual Superannuation Pty Ltd
LGL0197AU
Equity Australia Large Growth
starstarstar (as at 30 Jun 2006)
Superannuation Fund
12 Apr 2002
$18.3 million (as at 31 Mar 2006)
$1.609 (as at 27 Feb 2009)
$1.609 (as at 27 Feb 2009)
Finalised
Offer information
Type Description

FAQs about the Col SupChoice - Cwealth M - Mgr Australian Share

The objective of the Col SupChoice - Cwealth M - Mgr Australian Share managed fund is To receive dividend income and capital growth from a diversified portfolio of companies whose shares are listed on the ASX and provide investors with tax-effective income.

The strategy of the Col SupChoice - Cwealth M - Mgr Australian Share managed fund is Selecting leading Australian equity managers that are complementary, which produce an overall portfolio that is expected to have outperformance but without material size or style bias compared to the index. Asset allocation ranges (with benchmarks in brackets): Australian equities 80-100% (100%) and cash 0-20% (0%).

The APIR code of the Col SupChoice - Cwealth M - Mgr Australian Share managed fund is LGL0197AU.

Col SupChoice - Cwealth M - Mgr Australian Share’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.

Col SupChoice - Cwealth M - Mgr Australian Share’s total return for the last three months was 3.41%. This was made up of a growth return of 3.41% and an income return of 0%%. These returns were calculated as at 30 Jun 2006.

Col SupChoice - Cwealth M - Mgr Australian Share’s one-year total return is 24.24%. This was made up of a growth return of 24.24% and an income return of 0%. These returns were calculated as at 30 Jun 2006.

Col SupChoice - Cwealth M - Mgr Australian Share’s one-year total return is 20.89%. This was made up of a growth return of 20.89% and an income return of 0%. These returns were calculated as at 30 Jun 2006.

The asset allocation of the Col SupChoice - Cwealth M - Mgr Australian Share managed fund is :

Australian Equities
96.20%
Cash
3.80%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Col SupChoice - Cwealth M - Mgr Australian Share managed fund is Colonial Mutual Superannuation Pty Ltd.

The Col SupChoice - Cwealth M - Mgr Australian Share managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 31 Mar 2006, the size of the Col SupChoice - Cwealth M - Mgr Australian Share managed fund was $18.3 million.

The Col SupChoice - Cwealth M - Mgr Australian Share managed fund has an inception date of 12 Apr 2002.

The current entry price of the Col SupChoice - Cwealth M - Mgr Australian Share managed fund is $1.609 per unit and the current exit price is $1.609 per unit (as at 27 Feb 2009).

The current exit price of the Col SupChoice - Cwealth M - Mgr Australian Share managed fund is $1.609 per unit and the current entry price is $1.609 per unit (as at 27 Feb 2009).

The minimum initial investment amount for the Col SupChoice - Cwealth M - Mgr Australian Share 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.