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  5. Commonwealth Life Sup M'Trs - Managed - Managed fund profile

Commonwealth Life Sup M'Trs - Managed - Managed Fund

Fund Objective
To produce capital growth over the medium to long term (3-5 plus years).
Fund Strategy
Invests in a broad range of assets to seek capital appreciation from growth assets, as well as income from interest, dividends, rent, etc. Asset allocation ranges (with indicative asset allocations in brackets): property 0-20% (12.5%), Australian shares 20-60% (40%), international shares 5-25% (15%), Australian bonds 15-50% (25%), international bonds 0-10% (2.5%) and cash 2-20% (5%).

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 0.65% 1.32% 5.61% 15.27% 9.52% 5.37% 5.72% 5.93%
Growth return 0.65% 1.32% 5.61% 15.27% 9.52% 5.37% 5.72% 5.93%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
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 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Commonwealth Life Sup M'Trs - Managed
Australian Equities
39.22%
International Equities
23.11%
Cash
9.23%
Property
9.04%
Fixed Interest
18.35%
Alternatives
1.05%
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
Commonwealth Life Sup M'Trs - Managed
COM0522AU
Multisector Growth
starstarstar (as at 31 Oct 2024)
Superannuation Fund
28 May 1990
$64.3 million (as at 30 Apr 2010)
n/a
$9.34006 (as at 15 Nov 2024)
Closed
Offer information
Type Description
Minimum initial investment $2,500.00

FAQs about the Commonwealth Life Sup M'Trs - Managed

The objective of the Commonwealth Life Sup M'Trs - Managed managed fund is To produce capital growth over the medium to long term (3-5 plus years).

The strategy of the Commonwealth Life Sup M'Trs - Managed managed fund is Invests in a broad range of assets to seek capital appreciation from growth assets, as well as income from interest, dividends, rent, etc. Asset allocation ranges (with indicative asset allocations in brackets): property 0-20% (12.5%), Australian shares 20-60% (40%), international shares 5-25% (15%), Australian bonds 15-50% (25%), international bonds 0-10% (2.5%) and cash 2-20% (5%).

The APIR code of the Commonwealth Life Sup M'Trs - Managed managed fund is COM0522AU.

Commonwealth Life Sup M'Trs - Managed’s total return last month was 0.65%. This was made up of a growth return of 0.65% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Commonwealth Life Sup M'Trs - Managed’s total return for the last three months was 1.32%. This was made up of a growth return of 1.32% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Commonwealth Life Sup M'Trs - Managed’s one-year total return is 15.27%. This was made up of a growth return of 15.27% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Commonwealth Life Sup M'Trs - Managed’s one-year total return is 5.37%. This was made up of a growth return of 5.37% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Commonwealth Life Sup M'Trs - Managed managed fund is :

Australian Equities
39.22%
International Equities
23.11%
Cash
9.23%
Property
9.04%
Fixed Interest
18.35%
Alternatives
1.05%

The Commonwealth Life Sup M'Trs - Managed managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Apr 2010, the size of the Commonwealth Life Sup M'Trs - Managed managed fund was $64.3 million.

The Commonwealth Life Sup M'Trs - Managed managed fund has an inception date of 28 May 1990.

The current entry price of the Commonwealth Life Sup M'Trs - Managed managed fund is $ per unit and the current exit price is $9.34006 per unit (as at 15 Nov 2024).

The current exit price of the Commonwealth Life Sup M'Trs - Managed managed fund is $9.34006 per unit and the current entry price is $ per unit (as at 15 Nov 2024).

The minimum initial investment amount for the Commonwealth Life Sup M'Trs - Managed managed fund is $2,500.

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.