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Col IGB - Property Fund

Fund manager Colonial Mutual Life Ass Society Ltd
APIR code LGL0204AU
S&P Rating Not Rated
Morningstar Rating™ QuestionMark Not Rated
Platform name N/A
Product Disclosure Statement
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Fund Facts
Legal structure Investment Bond
Fund inception date 01 Aug 1989
Fund objective To achieve strong real rates of return over the medium to longer term from an investment approach aimed at maximising capital growth and income.
Fund strategy To provide exposure to a diversified portfolio of properties in various central business districts and regional locations throughout Australia through one of Legal & General's Private Property Trusts, which:* Represent good longer term value (location, user demand), * Are consistent with the overall risk profile of the fund .The fund remains highly liquid which is earmarked for invest in listed property trusts or direct property.
Fund size $14.39 million (as at 31 Dec 2011 )
Entry price $2.7096 (as at 03 Feb 2012)
Exit price $2.7096 (as at 03 Feb 2012)
Valuation frequency Other
Cash distribution (cents/unit) N/A
Distribution as at date N/A
Fund Performance (as at 30/09/2003)
* returns greater than 1 year are annualised
1 month 3 months 1 year 3 yrs pa* 5 yrs pa* Since inception pa*
Total return -2.83% -2.09% 11.01% 7.65% 5.73% N/A
Growth return -2.83% -2.09% 11.01% 7.65% 5.73% N/A
Income return 0.00% 0.00% 0.00% 0.00% 0.00% N/A
Morningstar peer group return 2.89% 2.65% 0.70% 3.08% -7.54% N/A
Market return 5.41% 5.33% 1.41% 7.33% -14.40% 9.80%
Asset Allocation (as at 30/06/2006)
Class
% held
Australian Shares
0.00%
International Shares
0.00%
Cash
6.41%
Listed Property
93.59%
Direct Property
0.00%
Australian Fixed Interest
0.00%
International Fixed Interest
0.00%
Mortgage
0.00%
Other
0.00%
Total
100.00%
Top 10 Holdings
Holding
% held
No top 10 holdings information is available for this fund.
Investment Details
Initial investment $1000.00
Additional investment N/A
Redemption amount N/A
Regular savings plan No
Standard entry fee N/A
2020 entry fee 0.00%
Standard exit fee N/A
2020 exit fee 0.00%
ICR pa (30/06/2011) 1.62%
Performance fee N/A
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Fee Disclosure
2020 DIRECTINVEST may receive a trailing commission ranging from 0.2% - 0.6% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.

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