

The Colonial Mutual Life Assurance Society Limited

PRI reporting framework 2017

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Basic Information

OO 01. Signatory category and services


01.2. Additional information. [Optional]

OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.




1315 FTE

02.4. Additional information. [Optional]

Data as of 31/12/2016.


OO 03. Subsidiaries that are separate PRI signatories


03.3. Additional information. [Optional]

CFSGAM is a related entity that is also a PRI signatory.

Most of CommInsure’s assets consist of investments in trusts established solely for CommInsure, where Colonial First State Investments Limited is the trustee. CommInsure has selected CFSGAM to manage most of the trusts.

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.



Total AUM
trillions billions millions thousands hundreds
Assets in USD
trillions billions millions thousands hundreds

04.4. Additional information. [Optional]




Internally managed (%)
Externally managed (%)


Listed equity 0 0 10-50% 26.2
Fixed income 0 0 10-50% 28
Private equity 0 0 0 0
Property 0 0 <10% 1.1
Infrastructure 0 0 <10% 6
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 10-50% 13.2 10-50% 18
Other (1), specify 0 0 <10% 3.1
Other (2), specify 0 0 <10% 4.4

'Other (1)' specified

          3.1% represents an allocation to Alternative Risk Premia (Smart Beta) exposure.

'Other (2)' specified

          4.4% represents Diversified Options where the asset allocation is unknown.



Most of CommInsure's funds under management (AUM) are managed externally, as per the PRI definition. Security level investment decisions on a day to day basis are made by external investment managers. CommInsure's investment decisions are generally limited to asset allocation and manager selection.

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Private)

OO 09. Breakdown of AUM by market (Private)