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About

Morningstar Fund Report

Colonial SuperBridge Balanced

Retail

Fund Report | Report generated 16 Jun 2021 |

Performance

31 May 2021

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-18 Jun-19 Jun-20 May-21
Fund 7.77 6.98 -0.30 13.23
+/- Cat 2.14 1.65 -0.37 1.79
+/- Index -0.66 -2.65 -1.01 1.51

Trailing Total Returns

as at 31 May 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.91 0.04 -0.08 82 / 195
3 Month 4.94 0.79 -0.38 23 / 195
1 Year 12.90 -0.27 0.75 50 / 194
3 Year 6.90 1.11 -0.90 19 / 187
5 Year 6.95 1.38 -0.23 17 / 156

Risk Analysis

as at 31 May 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 7.87 6.71 --
Sharpe Ratio 0.77 0.56 --
R-Squared 92.17 90.29 --
Beta 0.96 0.82 --
Alpha -0.56 -1 --

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 May 2021)
1.02
Minimum Investment $ 3,000
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 10 Jun 2021

APIR Code CML0714AU
Legal Type Superannuation Fund
Status Closed
Category Multisector Balanced
Entry Price $ --
Exit Price $ 26.0584
Exit Price
1 Week Change $
0.1002

Morningstar Ratings

Overall 5
3 Year 4
5 Year 4
10 Year 5

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 --