Colonial FirstChoice Employer Super - Ironbark Property Securities - Managed Fund (Closed)

Fund Objective

Seeks to outperform the S&P/ASX 300 A-REIT Accumulation Index, after fees and before taxes, over rolling three-year periods.

Fund Strategy

The option will generally be invested in property securities listed on the Australian Securities Exchange. As an active manager, the investment team seeks to hold securities that it believes will outperform the market. Decisions on which securities to buy or sell are based upon in-depth research of listed and direct property markets and also a disciplined approach to managing risk. The manager focuses on bottom-up security selection, but also believes it is important to consider overall portfolio exposures in terms of sector and geography.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	10.33%	-23.67%	-20.48%	-14.64%	-1.62%	-0.3%	3.34%	6.71%
Growth return	10.33%	-23.67%	-20.48%	-14.64%	-1.62%	-0.3%	3.34%	6.71%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (S&P/ASX 200 A-REIT TR )
Total return	6.58%	14.47%	8.02%	47%	28.6%	9.1%	7.04%	10.27%

As at 30 Apr 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Employer Super - Ironbark Property Securities

Australian Equities: 3.48%

Cash: 1.91%

Property: 94.61%

International Equities: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 2.16%

Cash: 1.87%

Property: 94.96%

International Equities: 0.76%

Fixed Interest: 0.23%

Alternatives: 0.02%

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice Employer Super - Ironbark Property Securities
Fund Status	Closed
Responsible Entity	Colonial First State Investments Limited
APIR Code	FSF0375AU
Sector/Asset Class	Equity Australia Real Estate
Morningstar Rating	(as at 30 Apr 2020)
Legal Structure	Superannuation Fund
Fund Inception	12 Sep 2002
Fund Size	$9.41 million (as at 30 Apr 2020)
Entry Price	$1.7782 (as at 8 May 2020)
Exit Price	$1.7782 (as at 8 May 2020)
Fund Status	Finalised

Offer information

Type	Description
MER	1.69% (as at 18 Nov 2019)
Indirect Cost Ratio (ICR) - Estimated	1.69% (as at 18 Nov 2019) (Estimated)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2024)

Holding (as at 30 Jun 2024)	Type	% of Portfolio
Goodman Group	Equity	32.14%
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FAQs about the Colonial FirstChoice Employer Super - Ironbark Property Securities

What is the objective of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund?

The objective of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund is Seeks to outperform the S&P/ASX 300 A-REIT Accumulation Index, after fees and before taxes, over rolling three-year periods.

What is the strategy for the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund?

The strategy of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund is The option will generally be invested in property securities listed on the Australian Securities Exchange. As an active manager, the investment team seeks to hold securities that it believes will outperform the market. Decisions on which securities to buy or sell are based upon in-depth research of listed and direct property markets and also a disciplined approach to managing risk. The manager focuses on bottom-up security selection, but also believes it is important to consider overall portfolio exposures in terms of sector and geography.

What is the APIR code of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund?

The APIR code of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund is FSF0375AU.

What was Colonial FirstChoice Employer Super - Ironbark Property Securities’s total return last month?

Colonial FirstChoice Employer Super - Ironbark Property Securities’s total return last month was 10.33%. This was made up of a growth return of 10.33% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

What was Colonial FirstChoice Employer Super - Ironbark Property Securities’s total return for the last three months?

Colonial FirstChoice Employer Super - Ironbark Property Securities’s total return for the last three months was -23.67%. This was made up of a growth return of -23.67% and an income return of 0%%. These returns were calculated as at 30 Apr 2020.

What is Colonial FirstChoice Employer Super - Ironbark Property Securities’s one-year total return?

Colonial FirstChoice Employer Super - Ironbark Property Securities’s one-year total return is -14.64%. This was made up of a growth return of -14.64% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

What is Colonial FirstChoice Employer Super - Ironbark Property Securities’s three-year total return?

Colonial FirstChoice Employer Super - Ironbark Property Securities’s one-year total return is -0.3%. This was made up of a growth return of -0.3% and an income return of 0%. These returns were calculated as at 30 Apr 2020.

What is the asset allocation of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund?

The asset allocation of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund is :

Australian Equities: 3.48%

Cash: 1.91%

Property: 94.61%

International Equities: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund?

The Responsible Entity for the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund is Colonial First State Investments Limited.

What sector/asset class does the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund belong to?

The Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund belongs to the Equity Australia Real Estate sector/asset class.

What is the size of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund?

As at 30 Apr 2020, the size of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund was $9.41 million.

What is the inception date of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund?

The Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund has an inception date of 12 Sep 2002.

What is the current entry price of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund?

The current entry price of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund is $1.7782 per unit and the current exit price is $1.7782 per unit (as at 8 May 2020).

What is the current exit price of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund?

The current exit price of the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund is $1.7782 per unit and the current entry price is $1.7782 per unit (as at 8 May 2020).

What is the minimum investment amount for the Colonial FirstChoice Employer Super - Ironbark Property Securities managed fund?

The minimum initial investment amount for the Colonial FirstChoice Employer Super - Ironbark Property Securities 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.

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