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

Morningstar Fund Report

Retirement Plus Account - Managed Growth

Retail

Fund Report | Report generated 06 Aug 2021 |

Performance

30 Jun 2021

Growth of $10,000

Fund
Fund: Retirement Plus Account - Managed Growth
Index
Index: RBA Bank accepted Bills 90 Days

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Jun-21
Fund 7.77 0.06 16.92 16.92
+/- Cat -- -- -- --
+/- Index 5.92 -0.65 16.88 16.88

Trailing Total Returns

as at 30 Jun 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.63 -- 1.63 --
3 Month 5.71 -- 5.70 --
1 Year 16.92 -- 16.88 --
3 Year 8.03 -- 7.17 --
5 Year 8.70 -- 7.46 --

Risk Analysis

as at 30 Jun 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 8.57 -- 0.23
Sharpe Ratio 0.84 -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 31 Mar 1993
Responsible Entity Colonial Mutual Superannuation Pty Ltd
Fund Manager Colonial Financial Corporation Limited
Base Currency $A
Net Assets $Mil
(as at 30 Jun 2021)
0.64
Minimum Investment $ 5,000
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 30 Jul 2021

APIR Code SGS0005AU
Legal Type Allocated Pension
Status Closed
Category Miscellaneous
Entry Price $ --
Exit Price $ 8.1932
Exit Price
1 Week Change $
0.0338

Morningstar Ratings

Overall 0
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 (--) --
Max Management Fee pa --
Max Admin Fee pa 0.00%
Performance Fee pa
(--)
--
Max Brokerage --