InvestSMART

Colonial FirstChoice Employer Super - Platinum Asia - Managed Fund

Fund Performance Comparison

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Fees Comparison

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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 0.51% 10.61% 9.49% 18.76% 16.87% 2.78% 6.39% 7.25%
Growth return 0.51% 10.61% 9.49% -% 16.87% 2.78% 6.39% 7.25%
Income return 0% 0% 0% -% 0% 0% 0% 0%
Market index (MSCI AC Asia Ex Japan NR AUD)
Total return 1.05% 5.14% 10.56% 23.7% 19.09% 3.22% 5.68% 7.81%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Employer Super - Platinum Asia
International Equities
97.94%
Cash
2.06%
Property
0%
Fixed Interest
0%
Average Allocation of Peers
International Equities
97.03%
Cash
0.70%
Property
0.11%
Fixed Interest
2.17%

General Information

Fund Details
Type Description
Colonial FirstChoice Employer Super - Platinum Asia
FSF1367AU
Equity Asia Pacific w/o Japan
starstarstarstar (as at 31 Oct 2024)
Superannuation Fund
11 Jun 2013
$31.75 million (as at 31 Oct 2024)
$2.3976 (as at 19 Nov 2024)
$2.3905 (as at 19 Nov 2024)
Open
Offer information
Type Description
MER 1.45% (as at 16 Nov 2024)
Indirect Cost Ratio (ICR) - Estimated 1.43% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $20,000
Minimum additional investments
Minimum redemption amount

FAQs about the Colonial FirstChoice Employer Super - Platinum Asia

The objective of the Colonial FirstChoice Employer Super - Platinum Asia managed fund is

The strategy of the Colonial FirstChoice Employer Super - Platinum Asia managed fund is

The APIR code of the Colonial FirstChoice Employer Super - Platinum Asia managed fund is FSF1367AU.

Colonial FirstChoice Employer Super - Platinum Asia’s total return last month was 0.51%. This was made up of a growth return of 0.51% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Colonial FirstChoice Employer Super - Platinum Asia’s total return for the last three months was 10.61%. This was made up of a growth return of 10.61% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Colonial FirstChoice Employer Super - Platinum Asia’s one-year total return is 18.76%. 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 - Platinum Asia’s one-year total return is 2.78%. This was made up of a growth return of 2.78% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Colonial FirstChoice Employer Super - Platinum Asia managed fund is :

International Equities
97.94%
Cash
2.06%
Property
0%
Fixed Interest
0%

The Colonial FirstChoice Employer Super - Platinum Asia managed fund belongs to the Equity Asia Pacific w/o Japan sector/asset class.

As at 31 Oct 2024, the size of the Colonial FirstChoice Employer Super - Platinum Asia managed fund was $31.75 million.

The Colonial FirstChoice Employer Super - Platinum Asia managed fund has an inception date of 11 Jun 2013.

The current entry price of the Colonial FirstChoice Employer Super - Platinum Asia managed fund is $2.3976 per unit and the current exit price is $2.3905 per unit (as at 19 Nov 2024).

The current exit price of the Colonial FirstChoice Employer Super - Platinum Asia managed fund is $2.3905 per unit and the current entry price is $2.3976 per unit (as at 19 Nov 2024).

The minimum initial investment amount for the Colonial FirstChoice Employer Super - Platinum Asia managed fund is $20,000. 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.