Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

Colonial SuperBridge Balanced

Retail

Fund Report | Report generated 01 May 2017 |

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: Colonial SuperBridge Balanced
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Balanced

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund 12.42 8.30 1.55 8.09
+/- Cat 2.78 1.11 0.02 2.54
+/- Index 0.63 -2.01 -3.02 2.43

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.32 0.33 0.01 18 / 223
3 Month 2.58 0.81 0.83 16 / 222
1 Year 9.96 2.32 0.71 19 / 215
3 Year 6.85 1.41 -0.82 12 / 192
5 Year 8.46 1.66 -0.91 7 / 173

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 5.88 4.44 --
Sharpe Ratio 0.78 0.54 --
R-Squared 85.32 84.83 --
Beta 1.05 0.79 --
Alpha -1 -1.14 --

Fund Details

Fund Inception 01 Apr 1992
Responsible Entity Colonial Mutual Life Ass Society Ltd
Fund Manager Colonial Mutual Life Ass Society Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2017)
1.39
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Apr 2017

APIR Code CML0714AU
Legal Type Superannuation Fund
Status Closed
Category Multisector Balanced
Entry Price $ --
Exit Price $ 19.7053
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 4
3 Year 4
5 Year 5
10 Year 4

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread --

Annual

ICR pa (30 Jun 2011) 1.4900
Max Management Fee pa --
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2011)
--
Max Brokerage --