Colonial FirstChoice - Acadian Geared Sustain Global Equities - Managed Fund

The objective of the Colonial FirstChoice - Acadian Geared Sustain Global Equities managed fund is To maximise risk-adjusted, long-term returns by borrowing to invest in stocks from around the world, while carefully controlling portfolio risk and transaction costs. The option aims to outperform the MSCI World (ex Australia) Index over rolling seven-year periods before fees and taxes.

The strategy of the Colonial FirstChoice - Acadian Geared Sustain Global Equities managed fund is Using a systematic approach, Acadian uses ESG criteria to select stocks. These include excluding stocks that derive any revenue from tobacco and controversial weapons, more than 10% of gross revenue from alcohol, gambling and adult entertainment and more than 20% from thermal coal and tar sands oil. If revenue data not reported, Acadian will use estimates. Acadian will target lower relative carbon intensity and exposure to companies providing environmental solutions. The option uses gearing to magnify returns. No currency hedging.

The APIR code of the Colonial FirstChoice - Acadian Geared Sustain Global Equities managed fund is FSF0891AU.

Colonial FirstChoice - Acadian Geared Sustain Global Equities’s total return last month was 12.75%. This was made up of a growth return of 12.75% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice - Acadian Geared Sustain Global Equities’s total return for the last three months was 17.72%. This was made up of a growth return of 17.72% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice - Acadian Geared Sustain Global Equities’s one-year total return is 70.2%. This was made up of a growth return of 50.95% and an income return of 19.25%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice - Acadian Geared Sustain Global Equities’s one-year total return is 16.65%. This was made up of a growth return of 2.13% and an income return of 14.52%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the Colonial FirstChoice - Acadian Geared Sustain Global Equities managed fund is :

The Colonial FirstChoice - Acadian Geared Sustain Global Equities managed fund belongs to the Equity World Other sector/asset class.

As at 31 Oct 2024, the size of the Colonial FirstChoice - Acadian Geared Sustain Global Equities managed fund was $293.48 million.

The Colonial FirstChoice - Acadian Geared Sustain Global Equities managed fund has an inception date of 16 Apr 2007.

The current entry price of the Colonial FirstChoice - Acadian Geared Sustain Global Equities managed fund is $1.3141 per unit and the current exit price is $1.3112 per unit (as at 20 Dec 2024).

The current exit price of the Colonial FirstChoice - Acadian Geared Sustain Global Equities managed fund is $1.3112 per unit and the current entry price is $1.3141 per unit (as at 20 Dec 2024).

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