Colonial FirstChoice - Acadian Geared Australian Equity - Managed Fund

The objective of the Colonial FirstChoice - Acadian Geared Australian Equity managed fund is To maximise long-term returns by borrowing to invest, predominantly, in a selection of Australian companies within the S&P/ASX 300 Accumulation Index, while carefully controlling portfolio risk and transaction costs. The option aims to outperform the S&P/ASX 300 Accumulation Index over rolling seven year periods before fees and taxes.

The strategy of the Colonial FirstChoice - Acadian Geared Australian Equity managed fund is The option uses gearing with the aim of magnifying returns from the underlying Australian equity strategy. The underlying strategy aims to exploit the 'low volatility anomaly', the historical pattern in which higher volatility stocks have underperformed lower volatility stocks on a risk-adjusted basis. The resulting underlying portfolio aims to provide returns similar to those of the Australian equity market but with lower absolute volatility over the full market cycle. Gearing the underlying strategy has the potential to reduce drawdowns.

The APIR code of the Colonial FirstChoice - Acadian Geared Australian Equity managed fund is FSF0453AU.

Colonial FirstChoice - Acadian Geared Australian Equity’s total return last month was 9.2%. This was made up of a growth return of 9.2% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice - Acadian Geared Australian Equity’s total return for the last three months was 7.4%. This was made up of a growth return of 7.4% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice - Acadian Geared Australian Equity’s one-year total return is 32.32%. This was made up of a growth return of 28.8% and an income return of 3.52%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice - Acadian Geared Australian Equity’s one-year total return is 7.33%. This was made up of a growth return of 1.41% and an income return of 5.92%. These returns were calculated as at 30 Nov 2024.

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

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

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

As at 31 Oct 2024, the size of the Colonial FirstChoice - Acadian Geared Australian Equity managed fund was $17.73 million.

The Colonial FirstChoice - Acadian Geared Australian Equity managed fund has an inception date of 14 May 2018.

The current entry price of the Colonial FirstChoice - Acadian Geared Australian Equity managed fund is $0.9409 per unit and the current exit price is $0.9388 per unit (as at 20 Dec 2024).

The current exit price of the Colonial FirstChoice - Acadian Geared Australian Equity managed fund is $0.9388 per unit and the current entry price is $0.9409 per unit (as at 20 Dec 2024).

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