Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity - Managed Fund (Closed)

The objective of the Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity managed fund is To maximise risk-adjusted, long term active returns from a diversified portfolio of global securities while actively incorporating a range of Environmental, Social and Governance (ESG) investment criteria and reducing exposure to carbon intensive companies relative to the benchmark. The option aims to outperform the MSCI World (ex Australia) Index over rolling four year periods before fees and taxes.

The strategy of the Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity managed fund is Using a systematic approach, Acadian incorporates a range of ESG criteria including limiting exposure to stocks that derive more than 10% of revenue from the production or manufacture of products or services that are not deemed socially responsible and stocks involved in ESG controversies. Acadian also targets a reduction in carbon intensity of the portfolio relative to the broad global equity index and a positive exposure to companies providing environmental solutions such as clean technologies. The option does not hedge currency risk.

The APIR code of the Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity managed fund is FSF0748AU.

Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity’s total return last month was -1.7%. This was made up of a growth return of -1.7% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity’s total return for the last three months was -5.87%. This was made up of a growth return of -5.87% and an income return of 0%%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity’s one-year total return is 6.51%. This was made up of a growth return of 6.51% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity’s one-year total return is 10.32%. This was made up of a growth return of 10.32% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

The asset allocation of the Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity managed fund is :

The Responsible Entity for the Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity managed fund belongs to the Equity World Large Value sector/asset class.

As at 30 Apr 2022, the size of the Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity managed fund was $14.15 million.

The Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity managed fund has an inception date of 16 May 2005.

The current entry price of the Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity managed fund is $2.5147 per unit and the current exit price is $2.5121 per unit (as at 20 May 2022).

The current exit price of the Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity managed fund is $2.5121 per unit and the current entry price is $2.5147 per unit (as at 20 May 2022).

The minimum initial investment amount for the Colonial FirstChoice Personal Super - Acadian Sustainability Global Equity managed fund is $20,000.