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  5. Commonwealth SupOpt - Aggressive - Managed fund profile

Commonwealth SupOpt - Aggressive - Managed Fund (Closed)

Fund Objective
To provide significant capital growth over the long-term.
Fund Strategy
Invests predominantly in shares with a lower proportion in income investments. Asset allocation ranges: Australian shares 35-55%, overseas shares 20-40%, Australian bonds 0-20%, overseas bonds 0-10%, property 0-15%, cash 0-25%. Investment managers are Commonwealth Life, Macquarie, and Fidelity.

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 -0.19% 4.83% 6.1% 23.11% -2.73% -3.47% 4.96% 4.15%
Growth return -0.19% 4.83% 6.1% 23.11% -2.73% -3.47% 4.96% 4.15%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0% 2.01% 8.7% 25.16% 14.86% 7.15% 8.74% 9.16%
As at 30 Apr 2010. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Commonwealth SupOpt - Aggressive
Australian Equities
51%
International Equities
29%
Cash
3%
Fixed Interest
17%
Property
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.11%
International Equities
48.68%
Cash
3.24%
Fixed Interest
5.58%
Property
4.86%
Alternatives
3.52%

General Information

Fund Details
Type Description
Commonwealth SupOpt - Aggressive
Closed
Commonwealth Custodial Services Ltd
COM0034AU
Multisector Aggressive
starstarstar (as at 31 Dec 2009)
Superannuation Fund
27 Mar 1997
$19.19 million (as at 30 Apr 2010)
n/a
$2.10249 (as at 12 May 2010)
Finalised
Offer information
Type Description
Minimum initial investment $20,000

FAQs about the Commonwealth SupOpt - Aggressive

The objective of the Commonwealth SupOpt - Aggressive managed fund is To provide significant capital growth over the long-term.

The strategy of the Commonwealth SupOpt - Aggressive managed fund is Invests predominantly in shares with a lower proportion in income investments. Asset allocation ranges: Australian shares 35-55%, overseas shares 20-40%, Australian bonds 0-20%, overseas bonds 0-10%, property 0-15%, cash 0-25%. Investment managers are Commonwealth Life, Macquarie, and Fidelity.

The APIR code of the Commonwealth SupOpt - Aggressive managed fund is COM0034AU.

Commonwealth SupOpt - Aggressive’s total return last month was -0.19%. This was made up of a growth return of -0.19% and an income return of 0%. These returns were calculated as at 30 Apr 2010.

Commonwealth SupOpt - Aggressive’s total return for the last three months was 4.83%. This was made up of a growth return of 4.83% and an income return of 0%%. These returns were calculated as at 30 Apr 2010.

Commonwealth SupOpt - Aggressive’s one-year total return is 23.11%. This was made up of a growth return of 23.11% and an income return of 0%. These returns were calculated as at 30 Apr 2010.

Commonwealth SupOpt - Aggressive’s one-year total return is -3.47%. This was made up of a growth return of -3.47% and an income return of 0%. These returns were calculated as at 30 Apr 2010.

The asset allocation of the Commonwealth SupOpt - Aggressive managed fund is :

Australian Equities
51%
International Equities
29%
Cash
3%
Fixed Interest
17%
Property
0%
Alternatives
0%

The Responsible Entity for the Commonwealth SupOpt - Aggressive managed fund is Commonwealth Custodial Services Ltd.

The Commonwealth SupOpt - Aggressive managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Apr 2010, the size of the Commonwealth SupOpt - Aggressive managed fund was $19.19 million.

The Commonwealth SupOpt - Aggressive managed fund has an inception date of 27 Mar 1997.

The current entry price of the Commonwealth SupOpt - Aggressive managed fund is $ per unit and the current exit price is $2.10249 per unit (as at 12 May 2010).

The current exit price of the Commonwealth SupOpt - Aggressive managed fund is $2.10249 per unit and the current entry price is $ per unit (as at 12 May 2010).

The minimum initial investment amount for the Commonwealth SupOpt - Aggressive managed fund is $20,000.

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.