Colonial FirstChoice Pension - Acadian Geared Australian Equities - Managed Fund (Closed)

The objective of the Colonial FirstChoice Pension - Acadian Geared Australian Equities managed fund is To maximise long-term returns by borrowing to invest, predominantly, in a selection of Australian companies within the S&P/ASX 300 Accumulation Index, while carefully controlling portfolio risk and transaction costs. The option aims to outperform the S&P/ASX 300 Accumulation Index over rolling seven year periods before fees and taxes.

The strategy of the Colonial FirstChoice Pension - Acadian Geared Australian Equities managed fund is The option uses gearing with the aim of magnifying returns from the underlying Australian equity strategy. The underlying strategy aims to exploit the 'low volatility anomaly', the historical pattern in which higher volatility stocks have underperformed lower volatility stocks on a risk-adjusted basis. The resulting underlying portfolio aims to provide returns similar to those of the Australian equity market but with lower absolute volatility over the full market cycle. Gearing the underlying strategy has the potential to reduce drawdowns.

The APIR code of the Colonial FirstChoice Pension - Acadian Geared Australian Equities managed fund is FSF0423AU.

Colonial FirstChoice Pension - Acadian Geared Australian Equities’s total return last month was -2.39%. This was made up of a growth return of -2.39% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Acadian Geared Australian Equities’s total return for the last three months was 2.36%. This was made up of a growth return of 2.36% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Acadian Geared Australian Equities’s one-year total return is 5.5%. This was made up of a growth return of 5.5% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Acadian Geared Australian Equities’s one-year total return is 7.38%. This was made up of a growth return of 7.38% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Colonial FirstChoice Pension - Acadian Geared Australian Equities managed fund is :

The Colonial FirstChoice Pension - Acadian Geared Australian Equities managed fund belongs to the Equity Australia Large Geared sector/asset class.

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Acadian Geared Australian Equities managed fund was $1.21 million.

The Colonial FirstChoice Pension - Acadian Geared Australian Equities managed fund has an inception date of 1 May 2004.

The current entry price of the Colonial FirstChoice Pension - Acadian Geared Australian Equities managed fund is $4.302 per unit and the current exit price is $4.2829 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Acadian Geared Australian Equities managed fund is $4.2829 per unit and the current entry price is $4.302 per unit (as at 17 Mar 2023).

The minimum initial investment amount for the Colonial FirstChoice Pension - Acadian Geared Australian Equities managed fund is $20,000. Minimum additional investment is $0.