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  5. Colonial FirstChoice Personal Super - AMP Capital Global Property Securities - Managed fund profile

Colonial FirstChoice Personal Super - AMP Capital Global Property Securities - Managed Fund (Closed)

Fund Objective
To provide total returns (income and capital growth), after costs and before tax, above the FTSE EPRA/ NAREIT Developed Index, hedged to Australian dollars on a rolling three-year basis
Fund Strategy
To take advantage of global real estate market conditions, as well as country-specific opportunities, the option's investment style combines a stock-specific (bottom-up) selection process with a secondary macroeconomic (top-down) approach to regional and country allocations. The option is managed by an investment team made up of on-the-ground regional investment specialists based in Sydney, Chicago, London and Hong Kong. The option aims to hedge currency exposure.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -3.33% -2.08% -3.06% 5.68% 15.21% 4.85% 5.72% 6.85%
Growth return -3.33% -2.08% -3.06% 5.68% 15.21% 4.85% 5.72% 6.85%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
As at 30 Apr 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Personal Super - AMP Capital Global Property Securities
Australian Equities
1.77%
International Equities
12.28%
Cash
2.40%
Property
83.55%
Alternatives
0%
Average Allocation of Peers
Australian Equities
0.51%
International Equities
7.89%
Cash
1.75%
Property
89.83%
Alternatives
0.02%

General Information

Fund Details
Type Description
Colonial FirstChoice Personal Super - AMP Capital Global Property Securities
Closed
Colonial First State Investments Limited
FSF1235AU
Equity Global Real Estate
starstarstar (as at 30 Apr 2022)
Superannuation Fund
11 Apr 2011
$6.38 million (as at 30 Apr 2022)
$1.8401 (as at 20 May 2022)
$1.8346 (as at 20 May 2022)
Finalised
Offer information
Type Description
MER 1.25% (as at 13 Dec 2021)
Indirect Cost Ratio (ICR) - Estimated 1.18% (as at 30 Jun 2021) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2024)

Holding (as at 30 Jun 2024) Type % of Portfolio
Equinix Inc Equity - REIT 7.01%
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FAQs about the Colonial FirstChoice Personal Super - AMP Capital Global Property Securities

The objective of the Colonial FirstChoice Personal Super - AMP Capital Global Property Securities managed fund is To provide total returns (income and capital growth), after costs and before tax, above the FTSE EPRA/ NAREIT Developed Index, hedged to Australian dollars on a rolling three-year basis

The strategy of the Colonial FirstChoice Personal Super - AMP Capital Global Property Securities managed fund is To take advantage of global real estate market conditions, as well as country-specific opportunities, the option's investment style combines a stock-specific (bottom-up) selection process with a secondary macroeconomic (top-down) approach to regional and country allocations. The option is managed by an investment team made up of on-the-ground regional investment specialists based in Sydney, Chicago, London and Hong Kong. The option aims to hedge currency exposure.

The APIR code of the Colonial FirstChoice Personal Super - AMP Capital Global Property Securities managed fund is FSF1235AU.

Colonial FirstChoice Personal Super - AMP Capital Global Property Securities’s total return last month was -3.33%. This was made up of a growth return of -3.33% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - AMP Capital Global Property Securities’s total return for the last three months was -2.08%. This was made up of a growth return of -2.08% and an income return of 0%%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - AMP Capital Global Property Securities’s one-year total return is 5.68%. This was made up of a growth return of 5.68% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - AMP Capital Global Property Securities’s one-year total return is 4.85%. This was made up of a growth return of 4.85% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

The asset allocation of the Colonial FirstChoice Personal Super - AMP Capital Global Property Securities managed fund is :

Australian Equities
1.77%
International Equities
12.28%
Cash
2.40%
Property
83.55%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Personal Super - AMP Capital Global Property Securities managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Personal Super - AMP Capital Global Property Securities managed fund belongs to the Equity Global Real Estate sector/asset class.

As at 30 Apr 2022, the size of the Colonial FirstChoice Personal Super - AMP Capital Global Property Securities managed fund was $6.38 million.

The Colonial FirstChoice Personal Super - AMP Capital Global Property Securities managed fund has an inception date of 11 Apr 2011.

The current entry price of the Colonial FirstChoice Personal Super - AMP Capital Global Property Securities managed fund is $1.8401 per unit and the current exit price is $1.8346 per unit (as at 20 May 2022).

The current exit price of the Colonial FirstChoice Personal Super - AMP Capital Global Property Securities managed fund is $1.8346 per unit and the current entry price is $1.8401 per unit (as at 20 May 2022).

The minimum initial investment amount for the Colonial FirstChoice Personal Super - AMP Capital Global Property Securities managed fund is $20,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.