Managed investments star ratings - Canstar - Australia's ...
Managed investments star ratings
Fund Name
Regular Income Multisector Growth
Multisector growth funds are based on a growth asset allocation greater than 60%
Transaction Cost
Investment returns as at 31/01/2012
APIR MER / ICR
% Buy Spread
% Sell Spread
% Performance Fee
% 1 Year
% 3 Year
% 5 year
% Minimum opening balance
$ Regular Investment Plan Regular withdrawal Plan
????? outstanding value
Advance Balanced Multi-Blend Fund - Wholesale Units Colonial First State Wholesale Diversified Fund FirstChoice Wholesale Multi - Index Balanced
????
Advance Growth Multi-Blend Fund - Wholesale Units Advance High Growth Multi-Blend Fund - Wholesale Units Colonial First State Wholesale High Growth Fund FirstChoice Wholesale Growth FirstChoice Wholesale High Growth Ventura Growth 70 Fund
???
Advance Balanced Multi-Blend Fund Advance Growth Multi-Blend Fund AXA Gen - Balanced BlackRock Balanced Fund CFS FirstChoice Inv - G4 CFS Diversified Growth CFS FirstChoice Inv - Growth Blended MLC MasterKey Unit Trust Horizon 4 - Balanced Portfolio MLC MasterKey Unit Trust Horizon 5 - Growth Portfolio OnePath OA IP - OP Active Growth EF OnePath OA IP - OP Tax Effective Income EF
your guide to product excellence
Report Date: April, 2012 (Based on information as on March 2012)
ADV0050AU
0.78
FSF0008AU
0.96
FSF0476AU
0.70
ADV0085AU
0.93
ADV0087AU
0.98
FSF0498AU
1.16
FSF0490AU
1.01
FSF0499AU
1.12
RIM0020AU
1.09
ADV0023AU
1.93
ADV0024AU
1.98
NML0588AU
1.85
PWA0013AU
1.96
FSF0261AU
1.91
FSF0225AU
1.91
MLC0023AU
1.88
MLC0024AU
1.91
MMF0014AU
1.80
AJF0003AU
1.80
0.20
0.20
0.20
0.20
0.20
0.20
0.25
0.25
0.30
0.30
0.30
0.30
0.20
0.20
0.30
0.30
0.23
0.28
0.00
0.00
0.00
0.00
0.22
0.25
0.18
0.18
0.20
0.20
0.20
0.20
0.10
0.10
0.10
0.10
0.25
0.25
0.00
0.00
0.00
-1.20 9.40 0.27
5,000.00
Yes
Yes
0.00
-3.19 6.69 -1.80
5,000.00
Yes
Yes
0.00
-1.20 9.35 0.93
5,000.00
Yes
Yes
0.00
-3.30 9.35 -1.64
5,000.00
Yes
Yes
0.00
-5.20 8.99 -3.12
5,000.00
Yes
Yes
0.00
-8.10 6.71 -3.76
5,000.00
Yes
Yes
0.00
-3.25 9.44 -2.29
5,000.00
Yes
Yes
0.00
-6.32 10.58 -3.81
5,000.00
Yes
Yes
0.00
-2.05 9.65 -0.78
20,000.00
Yes
Yes
0.00
-2.41 8.16 -0.95
1,500.00
Yes
Yes
0.00
-4.43 8.17 -2.63
1,500.00
Yes
Yes
0.00
-2.40 7.71 -2.24
2,000.00
Yes
Yes
0.00
-1.45 5.13 -0.70
1,000.00
Yes
Yes
0.00
-4.09 5.70 -2.70
5,000.00
Yes
Yes
0.00
-4.10 8.46 -3.11
5,000.00
Yes
Yes
0.00
-2.24 8.41 -1.51
1,000.00
Yes
Yes
0.00
-4.42 8.37 -3.20
1,000.00
Yes
Yes
0.00
-5.44 3.43 -6.75
5,000.00
Yes
Yes
0.00
-2.81 7.38 -3.52
5,000.00
Yes
Yes
managed investments star ratings 2012 - page 1
Managed investments star ratings
Fund Name
Regular Income Multisector Growth
Multisector growth funds are based on a growth asset allocation greater than 60%
Transaction Cost
Investment returns as at 31/01/2012
APIR MER / ICR
% Buy Spread
% Sell Spread
% Performance Fee
% 1 Year
% 3 Year
% 5 year
% Minimum opening balance
$ Regular Investment Plan Regular withdrawal Plan
OnePath OA IP - Optimix Balanced EF Perpetual WealthFocus Investments - Perpetual's Balanced Growth Fund
??
AXA Gen - Growth AXA Gen - High Growth BT Classic Investment Funds - BT Tax Effective Income Fund NEF BT Investment Funds - Multi-manager Balanced Fund CFS FirstChoice Inv - High Growth Blended OnePath OA IP - Optimix Growth EF
?
BT Classic Investment Funds - BT Active Balanced Fund NEF
MMF0570AU
1.94
PER0100AU
1.85
NML0589AU
1.95
NML0590AU
2.05
RFA0023AU
2.08
BTA0077AU
1.90
FSF0226AU
2.02
MMF0578AU
1.99
RFA0021AU
2.19
0.18
0.18
0.34
0.00
0.25
0.28
0.29
0.29
0.32
0.32
0.50
0.50
0.30
0.30
0.21
0.21
0.33
0.33
0.00
-4.12 5.31 -2.33
5,000.00
Yes
Yes
0.00
1.64 6.61 -1.06
2,000.00
Yes
Yes
30.00 -4.37 7.94 -3.78
2,000.00
Yes
Yes
30.00 -6.42 7.63 -5.10
2,000.00
Yes
Yes
0.00
0.93 6.65 -1.12
5,000.00
Yes
Yes
0.05
-2.16 9.09 -2.45
5,000.00
Yes
Yes
0.00
-7.13 9.60 -4.58
5,000.00
Yes
Yes
0.00
-5.44 3.43 -6.75
5,000.00
Yes
Yes
0.00
-1.95 6.44 -2.16
0.00
Yes
Yes
your guide to product excellence
Report Date: April, 2012 (Based on information as on March 2012)
managed investments star ratings 2012 - page 2
Managed investments star ratings
Fund Name
Seasoned Investor Multisector Growth
Multisector growth funds are based on a growth asset allocation greater than 60%
Transaction Cost
Investment returns as at 31/01/2012
APIR MER / ICR
% Buy Spread
% Sell Spread
% Performance Fee
% 1 Year
% 3 Year
% 5 year
% Minimum opening balance
$ Regular Investment Plan Regular withdrawal Plan
????? outstanding value
Advance Balanced Multi-Blend Fund - Wholesale Units FirstChoice Wholesale Multi - Index Balanced Vanguard LifeStrategy Growth Fund Vanguard LifeStrategy High Growth Fund
????
Advance Growth Multi-Blend Fund - Wholesale Units Advance High Growth Multi-Blend Fund - Wholesale Units BlackRock Wholesale Balanced Fund Colonial First State Wholesale Diversified Fund Colonial First State Wholesale High Growth Fund FirstChoice Wholesale Growth FirstChoice Wholesale High Growth INVESCO Wholesale Diversified Growth Fund IOOF MultiMix Balanced Growth Trust IOOF MultiMix Hi Growth Trust Perennial Balanced Wholesale Trust UBS Balanced Investment Fund Ventura Growth 70 Fund
???
Advance Balanced Multi-Blend Fund Advance Growth Multi-Blend Fund
your guide to product excellence
Report Date: April, 2012 (Based on information as on March 2012)
ADV0050AU
0.78
FSF0476AU
0.70
VAN0014AU
0.90
VAN0015AU
0.90
ADV0085AU
0.93
ADV0087AU
0.98
PWA0822AU
0.95
FSF0008AU
0.96
FSF0498AU
1.16
FSF0490AU
1.01
FSF0499AU
1.12
CNA0806AU
1.09
IOF0093AU
0.90
IOF0097AU
0.95
IOF0104AU
0.82
SBC0815AU
0.95
RIM0020AU
1.09
ADV0023AU
1.93
ADV0024AU
1.98
0.20
0.20
0.20
0.20
0.23
0.15
0.26
0.15
0.25
0.25
0.30
0.30
0.18
0.18
0.20
0.20
0.30
0.30
0.20
0.20
0.30
0.30
0.25
0.25
0.28
0.28
0.35
0.35
0.25
0.25
0.20
0.20
0.23
0.28
0.00
0.00
0.00
0.00
0.00
-1.20 9.40 0.27
5,000.00
Yes
Yes
0.00
-1.20 9.35 0.93
5,000.00
Yes
Yes
0.00
-1.73 7.45 -0.79
5,000.00
No
No
0.00
-4.90 7.57 -3.24
5,000.00
Yes
No
0.00
-3.30 9.35 -1.64
5,000.00
Yes
Yes
0.00
-5.20 8.99 -3.12
5,000.00
Yes
Yes
0.00
-0.44 6.20 0.32
5,000.00
No
No
0.00
-3.19 6.69 -1.80
5,000.00
Yes
Yes
0.00
-8.10 6.71 -3.76
5,000.00
Yes
Yes
0.00
-3.25 9.44 -2.29
5,000.00
Yes
Yes
0.00
-6.32 10.58 -3.81
5,000.00
Yes
Yes
0.00
3.11 7.33 -3.13
20,000.00
Yes
No
0.21
-2.58 6.24
25,000.00
No
No
0.25
-4.95 5.74 0.00
25,000.00
No
No
0.00
-4.81 8.51 -1.42
25,000.00
Yes
No
0.00
-3.97 6.43 -1.54
20,000.00
No
No
0.00
-2.05 9.65 -0.78
20,000.00
Yes
Yes
0.00
-2.41 8.16 -0.95
1,500.00
Yes
Yes
0.00
-4.43 8.17 -2.63
1,500.00
Yes
Yes
managed investments star ratings 2012 - page 3
Managed investments star ratings
Fund Name
Seasoned Investor Multisector Growth
Multisector growth funds are based on a growth asset allocation greater than 60%
Transaction Cost
Investment returns as at 31/01/2012
APIR MER / ICR
% Buy Spread
% Sell Spread
% Performance Fee
% 1 Year
% 3 Year
% 5 year
% Minimum opening balance
$ Regular Investment Plan Regular withdrawal Plan
AXA Gen - Balanced BT Investment Funds - Multi-manager Growth Fund CFS FirstChoice Inv - G4 CFS Diversified Growth CFS FirstChoice Inv - Growth Blended EQT Growth Fund IOOF/Perennial Balanced Fund Fee Option 1(Flexi Trust) MLC MasterKey Unit Trust Horizon 4 - Balanced Portfolio MLC MasterKey Unit Trust Horizon 5 - Growth Portfolio OnePath ISB - Managed Growth EF OnePath ISB - Optimix Balanced EF OnePath ISB - Tax Effective Income EF OnePath OA IP - OP Active Growth EF OnePath OA IP - OP Tax Effective Income EF OnePath OA IP - Optimix Balanced EF Perpetual WealthFocus Investments - Perpetual's Balanced Growth Fund Premier Global Select Select Growth Portfolio Suncorp Growth Fund
??
AXA Gen - Growth AXA Gen - High Growth BlackRock Balanced Fund BT Classic Investment Funds - BT Tax Effective Income Fund NEF BT Investment Funds - BT Future Goals Fund
your guide to product excellence
Report Date: April, 2012 (Based on information as on March 2012)
NML0588AU
1.85
BTA0080AU
1.85
FSF0261AU
1.91
FSF0225AU
1.91
ETL0103AU
1.37
IOF0013AU
1.74
MLC0023AU
1.88
MLC0024AU
1.91
MMF0204AU
1.70
MMF0953AU
1.89
MMF0958AU
1.70
MMF0014AU
1.80
AJF0003AU
1.80
MMF0570AU
1.94
PER0100AU
1.85
STL0104AU
1.33
SLT0002AU
1.28
SUN0020AU
1.95
NML0589AU
1.95
NML0590AU
2.05
PWA0013AU
1.96
RFA0023AU
2.08
BTA0044AU
1.96
0.22
0.25
0.25
0.25
0.20
0.20
0.20
0.20
0.20
0.20
0.25
0.25
0.10
0.10
0.10
0.10
0.18
0.18
0.18
0.18
0.18
0.18
0.25
0.25
0.00
0.00
0.18
0.18
0.34
0.00
0.20
0.20
0.25
0.25
0.00
0.00
0.25
0.28
0.29
0.29
0.18
0.18
0.32
0.32
0.18
0.18
0.00
-2.40 7.71 -2.24
2,000.00
Yes
Yes
0.05
-4.14 8.99 -3.70
5,000.00
Yes
No
0.00
-4.09 5.70 -2.70
5,000.00
Yes
Yes
0.00
-4.10 8.46 -3.11
5,000.00
Yes
Yes
0.00
-3.19 8.66 0.39
10,000.00
Yes
No
0.00
-5.58 7.43 -2.30
2,000.00
Yes
No
0.00
-2.24 8.41 -1.51
1,000.00
Yes
Yes
0.00
-4.42 8.37 -3.20
1,000.00
Yes
Yes
0.00
-2.83 2.82 -2.15
2,500.00
Yes
No
0.00
-2.93 3.31 -1.72
2,500.00
Yes
No
0.00
-1.87 4.78 -1.84
2,500.00
Yes
No
0.00
-5.44 3.43 -6.75
5,000.00
Yes
Yes
0.00
-2.81 7.38 -3.52
5,000.00
Yes
Yes
0.00
-4.12 5.31 -2.33
5,000.00
Yes
Yes
0.00
1.64 6.61 -1.06
2,000.00
Yes
Yes
0.00
-8.65 0.57 -2.87
20,000.00
No
No
10.25 -2.55 11.68 1.27
25,000.00
No
No
0.00
-3.61 5.42 -3.83
2,000.00
Yes
No
30.00 -4.37 7.94 -3.78
2,000.00
Yes
Yes
30.00 -6.42 7.63 -5.10
2,000.00
Yes
Yes
0.00
-1.45 5.13 -0.70
1,000.00
Yes
Yes
0.00
0.93 6.65 -1.12
5,000.00
Yes
Yes
0.00
-4.14 5.86 -3.84
5,000.00
Yes
No
managed investments star ratings 2012 - page 4
Managed investments star ratings
Fund Name
Seasoned Investor Multisector Growth
Multisector growth funds are based on a growth asset allocation greater than 60%
Transaction Cost
Investment returns as at 31/01/2012
APIR MER / ICR
% Buy Spread
% Sell Spread
% Performance Fee
% 1 Year
% 3 Year
% 5 year
% Minimum opening balance
$ Regular Investment Plan Regular withdrawal Plan
BT Investment Funds - Multi Manager High Growth Fund BT Investment Funds - Multi-manager Balanced Fund CFS FirstChoice Inv - High Growth Blended Macquarie Balanced Fund OnePath ISB - Optimix Growth EF OnePath OA IP - Optimix Growth EF WealthFocus Investment Advantage Perpetual's Balanced Growth
?
BT Classic Investment Funds - BT Active Balanced Fund NEF
BTA0079AU
1.99
BTA0077AU
1.90
FSF0226AU
2.02
MAQ0013AU
1.98
MMF0955AU
1.94
MMF0578AU
1.99
PER0036AU
1.95
RFA0021AU
2.19
0.30
0.30
0.50
0.50
0.30
0.30
0.20
0.20
0.21
0.21
0.21
0.21
0.34
0.00
0.33
0.33
0.06
-6.12 8.42 -4.73
5,000.00
Yes
No
0.05
-2.16 9.09 -2.45
5,000.00
Yes
Yes
0.00
-7.13 9.60 -4.58
5,000.00
Yes
Yes
0.00
0.69 10.27 1.70
5,000.00
Yes
No
0.00
-4.01 3.40 -2.31
2,500.00
Yes
No
0.00
-5.44 3.43 -6.75
5,000.00
Yes
Yes
0.00
0.24 6.54 -1.20
2,000.00
Yes
No
0.00
-1.95 6.44 -2.16
0.00
Yes
Yes
your guide to product excellence
Report Date: April, 2012 (Based on information as on March 2012)
managed investments star ratings 2012 - page 5
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