Morningstar Fund Report
Colonial SuperBridge Series 4 Aus Fx Int
Performance
31 Jan 2021
Growth of $10,000

Fund: Colonial SuperBridge Series 4 Aus Fx Int

Index: Bloomberg AusBond Composite 0+Y TR AUD

Category: Bonds - Australia
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Jan-21 | |
---|---|---|---|---|
Fund | -0.18 | 6.03 | 1.72 | 0.11 |
+/- Cat | -1.38 | 0.19 | -0.36 | -0.53 |
+/- Index | -3.27 | -3.54 | -2.46 | -0.38 |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.53 | -0.23 | -0.11 | 83 / 96 |
3 Month | -0.64 | -0.26 | 0.16 | 57 / 96 |
1 Year | -0.05 | -0.99 | -1.73 | 77 / 96 |
3 Year | 2.70 | -0.45 | -2.66 | 61 / 80 |
5 Year | 2.20 | -0.15 | -2.01 | 46 / 74 |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 2.65 | 2.08 | 2.74 |
Sharpe Ratio | 0.6 | -0.17 | 1.54 |
R-Squared | 55.93 | 62.52 | -- |
Beta | 0.73 | 0.64 | -- |
Alpha | -1.45 | -0.83 | -- |
Fund Details
Fund Inception | 01 Jul 1995 |
Responsible Entity | Colonial Mutual Life Ass Society Ltd |
Fund Manager | Colonial Mutual Life Ass Society Ltd |
Base Currency | $A |
Net Assets $Mil (as at 30 Nov 2020) |
0.08 |
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 19 Feb 2021
APIR Code | CML0207AU |
Legal Type | Superannuation Fund |
Status | Closed |
Category | Bonds - Australia |
Entry Price $ | -- |
Exit Price $ | 2.9845 |
Exit Price 1 Week Change $ |
-0.0207 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
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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) | 1.6900 |
Max Management Fee pa![]() |
-- |
Max Admin Fee pa![]() |
0.00% |
Performance Fee pa (30 Jun 2011) |
-- |
Max Brokerage | -- |