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

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

Fund Objective
To provide capital growth and income from a diversified portfolio of global listed propertyinvestments. To outperform the FTSE EPRA/NAREIT Developed ex Australia Rental Index NTR, hedged to Australian dollars, over rolling threeyear periods before fees and taxes.
Fund Strategy
To invest in a diversified portfolio of property securities. The investments are managed by a number of leading global property securities managers, which is designed to deliver more consistent returns with less risk than would be achieved if investing with a single investment manager. The portfolio aims to hedge currency risk.

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 -3.16% -1.19% -1.52% 7.52% 14.77% 5.91% 6.23% 7.64%
Growth return -3.16% -1.19% -1.52% 7.52% 14.77% 5.91% 6.23% 7.64%
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 - FirstChoice Global Property Securities
International Equities
7.76%
Cash
2.76%
Property
89.48%
Australian Equities
0%
Alternatives
0%
Average Allocation of Peers
International Equities
7.89%
Cash
1.64%
Property
89.94%
Australian Equities
0.51%
Alternatives
0.02%

General Information

Fund Details
Type Description
Colonial FirstChoice Personal Super - FirstChoice Global Property Securities
Closed
Colonial First State Investments Limited
FSF0751AU
Equity Global Real Estate
starstarstarstar (as at 30 Apr 2022)
Superannuation Fund
30 Apr 2007
$10.21 million (as at 30 Apr 2022)
$1.4267 (as at 20 May 2022)
$1.4238 (as at 20 May 2022)
Finalised
Offer information
Type Description
MER 1.63% (as at 13 Dec 2021)
Indirect Cost Ratio (ICR) - Estimated 1.47% (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 31 Aug 2024)

Holding (as at 31 Aug 2024) Type % of Portfolio
Welltower Inc Equity - REIT 6.69%
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FAQs about the Colonial FirstChoice Personal Super - FirstChoice Global Property Securities

The objective of the Colonial FirstChoice Personal Super - FirstChoice Global Property Securities managed fund is To provide capital growth and income from a diversified portfolio of global listed propertyinvestments. To outperform the FTSE EPRA/NAREIT Developed ex Australia Rental Index NTR, hedged to Australian dollars, over rolling threeyear periods before fees and taxes.

The strategy of the Colonial FirstChoice Personal Super - FirstChoice Global Property Securities managed fund is To invest in a diversified portfolio of property securities. The investments are managed by a number of leading global property securities managers, which is designed to deliver more consistent returns with less risk than would be achieved if investing with a single investment manager. The portfolio aims to hedge currency risk.

The APIR code of the Colonial FirstChoice Personal Super - FirstChoice Global Property Securities managed fund is FSF0751AU.

Colonial FirstChoice Personal Super - FirstChoice Global Property Securities’s total return last month was -3.16%. This was made up of a growth return of -3.16% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - FirstChoice Global Property Securities’s total return for the last three months was -1.19%. This was made up of a growth return of -1.19% and an income return of 0%%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - FirstChoice Global Property Securities’s one-year total return is 7.52%. This was made up of a growth return of 7.52% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - FirstChoice Global Property Securities’s one-year total return is 5.91%. This was made up of a growth return of 5.91% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

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

International Equities
7.76%
Cash
2.76%
Property
89.48%
Australian Equities
0%
Alternatives
0%

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

The Colonial FirstChoice Personal Super - FirstChoice 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 - FirstChoice Global Property Securities managed fund was $10.21 million.

The Colonial FirstChoice Personal Super - FirstChoice Global Property Securities managed fund has an inception date of 30 Apr 2007.

The current entry price of the Colonial FirstChoice Personal Super - FirstChoice Global Property Securities managed fund is $1.4267 per unit and the current exit price is $1.4238 per unit (as at 20 May 2022).

The current exit price of the Colonial FirstChoice Personal Super - FirstChoice Global Property Securities managed fund is $1.4238 per unit and the current entry price is $1.4267 per unit (as at 20 May 2022).

The minimum initial investment amount for the Colonial FirstChoice Personal Super - FirstChoice 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.