Colonial FirstChoice Pension - Fidelity Australian Equities - Managed Fund (Closed)

The objective of the Colonial FirstChoice Pension - Fidelity Australian Equities managed fund is To achieve returns in excess of the S&P/ASX 200 Accumulation Index over rolling periods of three-years before fees and taxes.

The strategy of the Colonial FirstChoice Pension - Fidelity Australian Equities managed fund is Fidelity believes that markets are semi-efficient, and share prices don't always reflect inherent value. Through in-house, bottom-up company research, Fidelity aims to uncover those opportunities which Fidelity believes offer the greatest scope for outperformance. Based on this research approach, the portfolio manager seeks out stocks that it believes are undervalued and likely to generate growth. The companies selected for the portfolio must demonstrate good management, strong competitive advantages and favourable industry dynamics.

The APIR code of the Colonial FirstChoice Pension - Fidelity Australian Equities managed fund is FSF0815AU.

Colonial FirstChoice Pension - Fidelity Australian Equities’s total return last month was -3.38%. This was made up of a growth return of -3.38% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Fidelity Australian Equities’s total return for the last three months was -0.53%. This was made up of a growth return of -0.53% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Fidelity Australian Equities’s one-year total return is 6.69%. This was made up of a growth return of 6.69% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Fidelity Australian Equities’s one-year total return is 10.06%. This was made up of a growth return of 10.06% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

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

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

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Fidelity Australian Equities managed fund was $31.13 million.

The Colonial FirstChoice Pension - Fidelity Australian Equities managed fund has an inception date of 3 Mar 2006.

The current entry price of the Colonial FirstChoice Pension - Fidelity Australian Equities managed fund is $2.3999 per unit and the current exit price is $2.3951 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Fidelity Australian Equities managed fund is $2.3951 per unit and the current entry price is $2.3999 per unit (as at 17 Mar 2023).

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