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  5. Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04 - Managed fund profile

Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04 - Managed Fund

Fund Objective
To achieve a return of CPI plus 3.0% per annum over rolling ten-year periods after fees and taxes.
Fund Strategy
To invest in a diverse range of assets that are expected to provide long-term capital growth, but which may have a high level of short-to-medium-term volatility. In the very long term, the option's exposure to assets with volatile returns will be reduced to provide greater short-term security. The option may use derivatives with the objective of managing portfolio volatility. The portfolio aims to hedge currency risk except for part of the allocation to global shares (which may include emerging marketshares).

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.84% 1.98% 8.01% 22.16% 13.65% 6.76% 7.32% -%
Growth return 0.84% 1.98% 8.01% -% 13.65% 6.76% 7.32% -%
Income return 0% 0% 0% -% 0% 0% 0% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0% 2.01% 8.7% 25.16% 14.86% 7.15% 8.74% 9.16%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04
Australian Equities
31.35%
International Equities
55.38%
Cash
3.89%
Property
3.88%
Fixed Interest
0.77%
Alternatives
4.73%
Average Allocation of Peers
Australian Equities
34.09%
International Equities
47.95%
Cash
3.53%
Property
4.90%
Fixed Interest
5.73%
Alternatives
3.80%

General Information

Fund Details
Type Description
Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04
FSF1783AU
Multisector Life Stages ? 1990s and later
starstarstar (as at 31 Oct 2024)
Superannuation Fund
15 Jun 2016
$133.51 million (as at 31 Oct 2024)
$2.0027 (as at 13 Nov 2024)
$1.9987 (as at 13 Nov 2024)
Open
Offer information
Type Description
MER 0.60% (as at 30 Jun 2024)
Indirect Cost Ratio (ICR) - Estimated 0.60% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04

The objective of the Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04 managed fund is To achieve a return of CPI plus 3.0% per annum over rolling ten-year periods after fees and taxes.

The strategy of the Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04 managed fund is To invest in a diverse range of assets that are expected to provide long-term capital growth, but which may have a high level of short-to-medium-term volatility. In the very long term, the option's exposure to assets with volatile returns will be reduced to provide greater short-term security. The option may use derivatives with the objective of managing portfolio volatility. The portfolio aims to hedge currency risk except for part of the allocation to global shares (which may include emerging marketshares).

The APIR code of the Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04 managed fund is FSF1783AU.

Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04’s total return last month was 0.84%. This was made up of a growth return of 0.84% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04’s total return for the last three months was 1.98%. This was made up of a growth return of 1.98% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04’s one-year total return is 22.16%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04’s one-year total return is 6.76%. This was made up of a growth return of 6.76% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04 managed fund is :

Australian Equities
31.35%
International Equities
55.38%
Cash
3.89%
Property
3.88%
Fixed Interest
0.77%
Alternatives
4.73%

The Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04 managed fund belongs to the Multisector Life Stages ? 1990s and later sector/asset class.

As at 31 Oct 2024, the size of the Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04 managed fund was $133.51 million.

The Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04 managed fund has an inception date of 15 Jun 2016.

The current entry price of the Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04 managed fund is $2.0027 per unit and the current exit price is $1.9987 per unit (as at 13 Nov 2024).

The current exit price of the Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04 managed fund is $1.9987 per unit and the current entry price is $2.0027 per unit (as at 13 Nov 2024).

The minimum initial investment amount for the Colonial FirstChoice Employer Super - Colonial Lifestage 2000 - 04 managed fund is $0. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.