Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders - Managed Fund (Closed)

The objective of the Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders managed fund is To provide long-term growth by investing in both mid and small-cap stocks which possess potential for superior growth. The option aims to outperform the composite benchmark (70% S&P/ASX Midcap 50 Accumulation Index and 30% S&P/ASX Small Ordinaries Accumulation Index) over rolling three-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders managed fund is The option predominantly invests in listed mid and small cap Australian equities in the S&P/ASX 300 Index, but generally excludes securities in the S&P/ASX 50 Index. The option seeks to identify earnings and earnings revisions at an early stage, and hence to pre-empt stock price movements. The manager also seeks to position the portfolio towards those sectors and stocks which it believes will experience positive earnings revisions and away from those it believes will suffer negative revisions.

The APIR code of the Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders managed fund is FSF0742AU.

Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders’s total return last month was -4.19%. This was made up of a growth return of -4.19% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders’s total return for the last three months was -3.87%. This was made up of a growth return of -3.87% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders’s one-year total return is -1.19%. This was made up of a growth return of -1.19% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders’s one-year total return is 13.07%. This was made up of a growth return of 13.07% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders managed fund is :

The Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders managed fund belongs to the Equity Australia Mid/Small Growth sector/asset class.

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders managed fund was $5.71 million.

The Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders managed fund has an inception date of 30 Apr 2007.

The current entry price of the Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders managed fund is $2.1225 per unit and the current exit price is $2.1162 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders managed fund is $2.1162 per unit and the current entry price is $2.1225 per unit (as at 17 Mar 2023).

The minimum initial investment amount for the Colonial FirstChoice Pension - Ausbil Australian Emerging Leaders managed fund is $20,000. Minimum additional investment is $0.