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  5. Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond - Managed fund profile

Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond - Managed Fund (Closed)

Fund Objective
The option's investment objective is to seek to generate a high and consistent level of income in all market conditions over a full market cycle with a secondary objective of downside protection. The option aims to outperform the Bloomberg AusBond Bank Bill index over rolling five year periods; before fees and taxes.
Fund Strategy
The option aims to provide an attractive and stable income by investing across diverse sources of income in global fixed income markets. It seeks the best global income opportunities; with a strong focus on limiting downside risk by rotating risk across different sectors of the fixed income market and through tactical hedging of credit and interest rate risk.

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 1.43% 0.01% 2.57% -0.38% 0.35% 3.89% -% -%
Growth return 1.43% -3.43% -2.54% -10.19% -5.54% -0.22% -% -%
Income return 0% 3.44% 5.11% 9.81% 5.89% 4.11% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 0.33% 1.05% 3.11% 4.31% 4.73% 3.74% -0.03% 2.14%
As at 30 Apr 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond
Cash
15.50%
Fixed Interest
84.50%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Cash
6.57%
Fixed Interest
92.51%
Australian Equities
0.63%
International Equities
0.02%
Property & Infrastructure
0.02%
Alternatives
0.25%

General Information

Fund Details
Type Description
Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond
Closed
FSF1687AU
Unconstrained Fixed Income
starstarstar (as at 30 Apr 2019)
Investment Fund
18 May 2015
$0.54 million (as at 30 Apr 2019)
$0.902 (as at 13 May 2019)
$0.902 (as at 13 May 2019)
Finalised
Offer information
Type Description
MER 1.37% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 1.37% (as at 30 Jun 2025)
Performance fee (not included in ICR) 0
Minimum initial investment $1,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Us 10yr Ultra Fut Mar25 Bond - Treasury Future 13.53%
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FAQs about the Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond

The objective of the Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond managed fund is The option's investment objective is to seek to generate a high and consistent level of income in all market conditions over a full market cycle with a secondary objective of downside protection. The option aims to outperform the Bloomberg AusBond Bank Bill index over rolling five year periods; before fees and taxes.

The strategy of the Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond managed fund is The option aims to provide an attractive and stable income by investing across diverse sources of income in global fixed income markets. It seeks the best global income opportunities; with a strong focus on limiting downside risk by rotating risk across different sectors of the fixed income market and through tactical hedging of credit and interest rate risk.

The APIR code of the Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond managed fund is FSF1687AU.

Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond’s total return last month was 1.43%. This was made up of a growth return of 1.43% and an income return of 0%. These returns were calculated as at 30 Apr 2019.

Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond’s total return for the last three months was 0.01%. This was made up of a growth return of -3.43% and an income return of 3.44%%. These returns were calculated as at 30 Apr 2019.

Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond’s one-year total return is -0.38%. This was made up of a growth return of -10.19% and an income return of 9.81%. These returns were calculated as at 30 Apr 2019.

Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond’s one-year total return is 3.89%. This was made up of a growth return of -0.22% and an income return of 4.11%. These returns were calculated as at 30 Apr 2019.

The asset allocation of the Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond managed fund is :

Cash
15.50%
Fixed Interest
84.50%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%

The Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond managed fund belongs to the Unconstrained Fixed Income sector/asset class.

As at 30 Apr 2019, the size of the Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond managed fund was $0.54 million.

The Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond managed fund has an inception date of 18 May 2015.

The current entry price of the Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond managed fund is $0.902 per unit and the current exit price is $0.902 per unit (as at 13 May 2019).

The current exit price of the Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond managed fund is $0.902 per unit and the current entry price is $0.902 per unit (as at 13 May 2019).

The minimum initial investment amount for the Colonial FirstChoice Investments - Franklin Temp Multi-sector Bond managed fund is $1,000. 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.