Colonial FirstChoice Pension - Lazard Select Australian Equity - Managed Fund (Closed)

The objective of the Colonial FirstChoice Pension - Lazard Select Australian Equity managed fund is To achieve total returns (including income and capital appreciation and before fees and taxes) that exceed those of the S&P/ASX 200 Accumulation Index by 5% per annum over rolling five year periods.

The strategy of the Colonial FirstChoice Pension - Lazard Select Australian Equity managed fund is The investment strategy of the option is to provide investors with access to companies listed on the Australian Securities Exchange that Lazard believes are out of favour and trading below their intrinsic value. The number of stocks will generally range between 12 and 30 depending on Lazard's active investment decisions and assessment of the relative value of the companies. The option may also invest up to 10% in companies listed on the New Zealand Stock Exchange.

The APIR code of the Colonial FirstChoice Pension - Lazard Select Australian Equity managed fund is FSF0419AU.

Colonial FirstChoice Pension - Lazard Select Australian Equity’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 - Lazard Select Australian Equity’s total return for the last three months was 0.06%. This was made up of a growth return of 0.06% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Lazard Select Australian Equity’s one-year total return is 21.39%. This was made up of a growth return of 21.39% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Lazard Select Australian Equity’s one-year total return is 15.17%. This was made up of a growth return of 15.17% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Colonial FirstChoice Pension - Lazard Select Australian Equity managed fund is :

The Colonial FirstChoice Pension - Lazard Select Australian Equity managed fund belongs to the Equity Australia Large Value sector/asset class.

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Lazard Select Australian Equity managed fund was $27.93 million.

The Colonial FirstChoice Pension - Lazard Select Australian Equity managed fund has an inception date of 28 Feb 2003.

The current entry price of the Colonial FirstChoice Pension - Lazard Select Australian Equity managed fund is $5.4218 per unit and the current exit price is $5.411 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Lazard Select Australian Equity managed fund is $5.411 per unit and the current entry price is $5.4218 per unit (as at 17 Mar 2023).

The minimum initial investment amount for the Colonial FirstChoice Pension - Lazard Select Australian Equity managed fund is $0. Minimum additional investment is $0.