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

CFS FC ESup-FirstRate Saver Select

Retail

Fund Report | Report generated 09 Mar 2021 |

Performance

28 Feb 2021

Growth of $10,000

Fund
Fund: CFS FC ESup-FirstRate Saver Select
Index
Index: RBA Bank accepted Bills 90 Days
Category
Category: Australian Cash

Financial Year Total Returns

Jun-18 Jun-19 Jun-20 Feb-21
Fund 1.27 1.26 0.57 0.10
+/- Cat 0.42 0.19 0.12 0.03
+/- Index -0.55 -0.59 -0.14 0.06

Trailing Total Returns

as at 28 Feb 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.00 0.01 0.00 34 / 74
3 Month 0.02 0.01 0.02 21 / 74
1 Year 0.19 0.01 0.07 19 / 74
3 Year 0.78 0.14 -0.30 23 / 72
5 Year 1.01 0.31 -0.37 14 / 67

Risk Analysis

as at 28 Feb 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 0.14 0.19 0.23
Sharpe Ratio -3.09 -2.99 --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 11 Jun 2013
Responsible Entity Colonial First State Investments Limited
Fund Manager Colonial First State Investments Limited
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2020)
230.99
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jan 2021

Domestic Equity 0.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 100.000
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 11 Jun 2013

APIR Code FSF1354AU
Legal Type Superannuation Fund
Status Open
Category Australian Cash
Entry Price $ 1.0000
Exit Price $ 1.0000
Exit Price
1 Week Change $
0.0000

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 (30 Jun 2020) 0.0000
Max Management Fee pa 0.00%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2020)
0.00%
Max Brokerage 0.0000