Morningstar Fund Report
Colonial SuperBridge Series 4 AustShare
Fund Report | Report generated 14 Apr 2021 | 
Performance
31 Mar 2021
Growth of $10,000
Fund: Colonial SuperBridge Series 4 AustShare
Index: S&P/ASX 200 TR AUD
Category: Equity Australia Large Blend
Financial Year Total Returns
| Jun-18 | Jun-19 | Jun-20 | Mar-21 | |
|---|---|---|---|---|
| Fund | 10.51 | 10.45 | -8.23 | 15.88 |
| +/- Cat | -1.49 | 2.36 | -0.82 | -1.54 |
| +/- Index | -2.50 | -1.10 | -0.55 | -2.14 |
Trailing Total Returns
as at 31 Mar 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -0.60 | -2.94 | -3.04 | 313 / 317 |
| 3 Month | 1.52 | -2.68 | -2.73 | 297 / 317 |
| 1 Year | 27.66 | -5.94 | -9.81 | 288 / 314 |
| 3 Year | 7.81 | -0.12 | -1.84 | 137 / 239 |
| 5 Year | 8.88 | 0.11 | -1.37 | 111 / 224 |
Risk Analysis
as at 31 Mar 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 15.3 | 15.92 | 17.6 |
| Sharpe Ratio | 0.5 | 0.52 | 0.56 |
| R-Squared | 86.92 | 94.3 | -- |
| Beta | 0.81 | 0.88 | -- |
| Alpha | -0.24 | -0.45 | -- |
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 28 Feb 2021) |
1.65 |
| Minimum Investment $ | 3,000 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating 
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Quick Stats
as at 09 Apr 2021
| APIR Code | CML0206AU |
| Legal Type | Superannuation Fund |
| Status | Closed |
| Category | Equity Australia Large Blend |
| Entry Price $ | -- |
| Exit Price $ | 8.1657 |
| Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
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) | 1.6700 |
| Max Management Fee pa |
-- |
| Max Admin Fee pa |
0.00% |
| Performance Fee pa (30 Jun 2011) |
-- |
| Max Brokerage | -- |