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About

Morningstar Fund Report

Living Money - Consensus Managed

Retail

Fund Report | Report generated 29 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: Living Money - Consensus Managed
Index
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Dec-21
Fund 7.83 -0.36 16.38 4.61
+/- Cat 0.33 1.61 -3.16 0.14
+/- Index -2.00 0.69 -4.01 0.10

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.56 -0.32 -0.37 160 / 188
3 Month 2.73 -0.11 -0.46 130 / 187
1 Year 12.33 -1.87 -2.02 156 / 187
3 Year 10.66 -0.46 -1.71 81 / 184
5 Year 8.15 0.08 -1.10 46 / 179

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 8.11 9.38 10.36
Sharpe Ratio 1.23 1.11 1.13
R-Squared 93.62 94.44 --
Beta 0.76 0.88 --
Alpha 1.09 -0.08 --

Fund Details

Fund Inception 13 Aug 1996
Responsible Entity Colonial Mutual Superannuation Pty Ltd
Fund Manager Colonial Mutual Superannuation Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Aug 2021)
0.26
Minimum Investment $ 10,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 21 Jan 2022

APIR Code LGL0022AU
Legal Type Allocated Pension
Status Closed
Category Multisector Growth
Entry Price $ --
Exit Price $ 6.1684
Exit Price
1 Week Change $
-0.0839

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 3

Prosective Fees & Costs

as at 30 Jun 2011

Total Cost Ratio (Prospective) 1.61%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --