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  5. Colonial FirstChoice Personal Super - Bell Global Emerging Comp - Managed fund profile

Colonial FirstChoice Personal Super - Bell Global Emerging Comp - Managed Fund

Fund Objective
The option aims to outperform the MSCI World SMID Cap Index over rolling three year periods before fees and taxes.
Fund Strategy
The option will invest in a diversified portfolio of small and mid-capitalization companies domiciled in global developed markets. The investible universe for the strategy will consist of all companies that fall within the bottom 28% of the MSCI World Index at the time of purchase and have a minimum market capitalization of US$1bn.

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 -2.64% -10.06% -% -% -% -% -% -%
Growth return -2.64% -10.06% -% -% -% -% -% -%
Income return 0% 0% -% -% -% -% -% -%
Market index (MSCI World Small Cap NR AUD)
Total return 2.7% 8.77% 8.03% 21.97% 15.73% 8.74% 9.29% 10.41%
As at 30 Apr 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
International Equities
93.12%
Australian Equities
3.88%
Cash
2.81%
Property
0.20%
Alternatives
0%

General Information

Fund Details
Type Description
Colonial FirstChoice Personal Super - Bell Global Emerging Comp
Colonial First State Investments Limited
FSF7302AU
Equity World Mid/Small
Not Rated
Superannuation Fund
13 Dec 2021
$0.06 million (as at 31 Mar 2022)
$0.881 (as at 20 May 2022)
$0.8784 (as at 20 May 2022)
Open
Offer information
Type Description
MER 1.47% (as at 13 Dec 2021)

FAQs about the Colonial FirstChoice Personal Super - Bell Global Emerging Comp

The objective of the Colonial FirstChoice Personal Super - Bell Global Emerging Comp managed fund is The option aims to outperform the MSCI World SMID Cap Index over rolling three year periods before fees and taxes.

The strategy of the Colonial FirstChoice Personal Super - Bell Global Emerging Comp managed fund is The option will invest in a diversified portfolio of small and mid-capitalization companies domiciled in global developed markets. The investible universe for the strategy will consist of all companies that fall within the bottom 28% of the MSCI World Index at the time of purchase and have a minimum market capitalization of US$1bn.

The APIR code of the Colonial FirstChoice Personal Super - Bell Global Emerging Comp managed fund is FSF7302AU.

Colonial FirstChoice Personal Super - Bell Global Emerging Comp’s total return last month was -2.64%. This was made up of a growth return of -2.64% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Bell Global Emerging Comp’s total return for the last three months was -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 30 Apr 2022.

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

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

The asset allocation of the Colonial FirstChoice Personal Super - Bell Global Emerging Comp managed fund is :

International Equities
100%
Australian Equities
0%
Cash
0%
Property
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Personal Super - Bell Global Emerging Comp managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Personal Super - Bell Global Emerging Comp managed fund belongs to the Equity World Mid/Small sector/asset class.

As at 31 Mar 2022, the size of the Colonial FirstChoice Personal Super - Bell Global Emerging Comp managed fund was $0.06 million.

The Colonial FirstChoice Personal Super - Bell Global Emerging Comp managed fund has an inception date of 13 Dec 2021.

The current entry price of the Colonial FirstChoice Personal Super - Bell Global Emerging Comp managed fund is $0.881 per unit and the current exit price is $0.8784 per unit (as at 20 May 2022).

The current exit price of the Colonial FirstChoice Personal Super - Bell Global Emerging Comp managed fund is $0.8784 per unit and the current entry price is $0.881 per unit (as at 20 May 2022).

The minimum initial investment amount for the Colonial FirstChoice Personal Super - Bell Global Emerging Comp managed fund is $.

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.