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Investment Bonds Morningstar ratings

Four of our five unitised fund  have been recognised by Morningstar and rated number one for their consistent performance over one, three and five years.

Below are the ratings for each Investment Bond category.

 Fund Total Return 1 Yr Total Return 3 Yr Total Return 5 Yr Morningstar category Ranking with
Morningstar category1
Morningstar Rating as at 30 Sep 20162
Australian Shares 17.37% 9.59% 11.93% Equity Australia Large Blend 1/38  *****
High Growth Fund 8.03% 7.68% 10.83% Multisector Aggressive  6/24  *****
Growth Bond 11.31% 8.13% 8.89% Multisector Growth  1/88  *****
Balanced 7.52% 6.00% 8.34% Multisector Growth 4/88  ****
Morningstar rating of four stars only applied to Balanced Fund. After tax returns demonstrated in the table.
Past performance is not a reliable indicator of future performance.

In the retail financial services market, CLL continues to build the confidence of financial advisers and direct investors.

Increasing uncertainty about the proposed changes to concessional and non-concessional contributions to superannuation has increased the appeal of investment bonds as a supplement to superannuation savings.

The bonds are internally taxed at a maximum rate of 30 per cent, and no personal tax is paid on withdrawals after 10 years.

We remain focused on building long-term, sustainable relationships in the retail advice market and to position the Investment Bond Division as the investment bond provider of choice for third party distributors, financial advisors and direct investors.

© 2016 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement (Australian products) or Investment Statement (New Zealand products) before making any decision to invest. Morningstar’s publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782.
1 Absolute Ranking based on Morningstar 1-year Annualised Total Return within its corresponding Morningstar Category as at 30 Sep 2016.
2 The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision.