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About

Morningstar Fund Report

SuperBridge - Managed

Retail

Fund Report | Report generated 29 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: SuperBridge - Managed
Index
Index: Morningstar AUS Growth Tgt Alloc NR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Dec-21
Fund 6.99 -0.30 14.75 4.11
+/- Cat 0.38 0.86 -2.54 0.15
+/- Index -2.84 0.75 -5.63 -0.41

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.22 -0.43 -0.71 271 / 306
3 Month 2.35 -0.17 -0.84 185 / 304
1 Year 11.11 -1.44 -3.24 240 / 304
3 Year 9.62 -0.47 -2.74 128 / 300
5 Year 7.40 -0.02 -1.84 76 / 239

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 7.46 8.58 10.36
Sharpe Ratio 1.2 1.08 1.13
R-Squared 93.28 94.94 --
Beta 0.69 0.81 --
Alpha 0.82 -0.34 --

Fund Details

Fund Inception 01 Oct 1984
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 Aug 2021)
6.74
Minimum Investment $ --
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2006

Domestic Equity 35.810
International Equity 24.860
Listed Property 10.060
Unlisted Property 0.000
Domestic Fixed Interest 18.270
International Fixed Interest 0.000
Cash 11.010
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 21 Jan 2022

APIR Code CML0715AU
Legal Type Superannuation Fund
Status Closed
Category Multisector Growth
Entry Price $ --
Exit Price $ 44.4126
Exit Price
1 Week Change $
-0.5451

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 3

Prosective Fees & Costs

as at 30 Jun 2011

Total Cost Ratio (Prospective) 1.49%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --