Colonial FirstChoice - Acadian Australian Equity - Managed Fund

The objective of the Colonial FirstChoice - Acadian Australian Equity managed fund is To maximise risk-adjusted, long-term returns by investing in stocks listed on the Australian Securities Exchange while carefully controlling portfolio risk and transaction costs. The option aims to outperform the S&P/ASX 300 Accumulation Index over rolling four year periods before fees and taxes.

The strategy of the Colonial FirstChoice - Acadian Australian Equity managed fund is The option's investment strategy is based on the belief that markets are inefficient, creating price anomalies that can be exploited by a disciplined, objective investment process. Acadian's investment approach employs structured stock and peer group valuation models, which are designed to capture a broad range of relevant characteristics such as quality, value, earnings growth and price-related factors. This aims to systematically unearth securities with unrecognised value, as well as improving earnings prospects to help unlock that value.

The APIR code of the Colonial FirstChoice - Acadian Australian Equity managed fund is FSF0787AU.

Colonial FirstChoice - Acadian Australian Equity’s total return last month was 4.72%. This was made up of a growth return of 4.72% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice - Acadian Australian Equity’s total return for the last three months was 7.74%. This was made up of a growth return of 6.77% and an income return of 0.97%%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice - Acadian Australian Equity’s one-year total return is 29.21%. This was made up of a growth return of 25.26% and an income return of 3.95%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice - Acadian Australian Equity’s one-year total return is 11.17%. This was made up of a growth return of 6.49% and an income return of 4.68%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the Colonial FirstChoice - Acadian Australian Equity managed fund is :

The Responsible Entity for the Colonial FirstChoice - Acadian Australian Equity managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice - Acadian Australian Equity managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Oct 2024, the size of the Colonial FirstChoice - Acadian Australian Equity managed fund was $13.06 million.

The Colonial FirstChoice - Acadian Australian Equity managed fund has an inception date of 15 Nov 2005.

The current entry price of the Colonial FirstChoice - Acadian Australian Equity managed fund is $1.6669 per unit and the current exit price is $1.6652 per unit (as at 20 Dec 2024).

The current exit price of the Colonial FirstChoice - Acadian Australian Equity managed fund is $1.6652 per unit and the current entry price is $1.6669 per unit (as at 20 Dec 2024).

The minimum initial investment amount for the Colonial FirstChoice - Acadian Australian Equity managed fund is $20,000.