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  5. Colonial FirstChoice Personal Super - Perpetual Diversified Real Return - Managed fund profile

Colonial FirstChoice Personal Super - Perpetual Diversified Real Return - Managed Fund

Fund Objective
The option aims to target a pre-tax return of inflation plus 5% per annum (before fees and taxes) above the All Groups Consumer Price Index (CPI) over rolling five-year periods, while minimising downside risk.
Fund Strategy
The option will invest in a diversified range of asset classes. The combination of assets held by the option at any time are those which Perpetual believe provide the greatest probability of achieving the target return over rolling 5 year periods. The option may implement a considerable amount of its exposures via derivatives and may include alternative and private market assets. Currency is managed at the option level. Currency management is used to either hedge currency for an existing position or create an exposure to a foreign currency.

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 0.57% -1.13% -% -% -% -% -% -%
Growth return 0.57% -1.13% -% -% -% -% -% -%
Income return 0% 0% -% -% -% -% -% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 1.42% 4.1% 5.63% 9.6% 10.37% 9.02% 6.33% 6.31%
As at 30 Apr 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Personal Super - Perpetual Diversified Real Return
Australian Equities
8.95%
International Equities
18.29%
Cash
62.11%
Property & Infrastructure
0.46%
Fixed Interest
3.99%
Alternatives
6.21%
Average Allocation of Peers
Australian Equities
16.38%
International Equities
27.94%
Cash
8.21%
Property & Infrastructure
3.77%
Fixed Interest
36.19%
Alternatives
7.51%

General Information

Fund Details
Type Description
Colonial FirstChoice Personal Super - Perpetual Diversified Real Return
Colonial First State Investments Limited
FSF2164AU
Multisector Flexible
Not Rated
Superannuation Fund
13 Dec 2021
$2.24 million (as at 30 Apr 2022)
$0.982 (as at 20 May 2022)
$0.9791 (as at 20 May 2022)
Open
Offer information
Type Description

FAQs about the Colonial FirstChoice Personal Super - Perpetual Diversified Real Return

The objective of the Colonial FirstChoice Personal Super - Perpetual Diversified Real Return managed fund is The option aims to target a pre-tax return of inflation plus 5% per annum (before fees and taxes) above the All Groups Consumer Price Index (CPI) over rolling five-year periods, while minimising downside risk.

The strategy of the Colonial FirstChoice Personal Super - Perpetual Diversified Real Return managed fund is The option will invest in a diversified range of asset classes. The combination of assets held by the option at any time are those which Perpetual believe provide the greatest probability of achieving the target return over rolling 5 year periods. The option may implement a considerable amount of its exposures via derivatives and may include alternative and private market assets. Currency is managed at the option level. Currency management is used to either hedge currency for an existing position or create an exposure to a foreign currency.

The APIR code of the Colonial FirstChoice Personal Super - Perpetual Diversified Real Return managed fund is FSF2164AU.

Colonial FirstChoice Personal Super - Perpetual Diversified Real Return’s total return last month was 0.57%. This was made up of a growth return of 0.57% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Perpetual Diversified Real Return’s total return for the last three months was -1.13%. This was made up of a growth return of -1.13% and an income return of 0%%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Perpetual Diversified Real Return’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 - Perpetual Diversified Real Return’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 - Perpetual Diversified Real Return managed fund is :

Australian Equities
8.95%
International Equities
18.29%
Cash
62.11%
Property & Infrastructure
0.46%
Fixed Interest
3.99%
Alternatives
6.21%

The Responsible Entity for the Colonial FirstChoice Personal Super - Perpetual Diversified Real Return managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Personal Super - Perpetual Diversified Real Return managed fund belongs to the Multisector Flexible sector/asset class.

As at 30 Apr 2022, the size of the Colonial FirstChoice Personal Super - Perpetual Diversified Real Return managed fund was $2.24 million.

The Colonial FirstChoice Personal Super - Perpetual Diversified Real Return managed fund has an inception date of 13 Dec 2021.

The current entry price of the Colonial FirstChoice Personal Super - Perpetual Diversified Real Return managed fund is $0.982 per unit and the current exit price is $0.9791 per unit (as at 20 May 2022).

The current exit price of the Colonial FirstChoice Personal Super - Perpetual Diversified Real Return managed fund is $0.9791 per unit and the current entry price is $0.982 per unit (as at 20 May 2022).

The minimum initial investment amount for the Colonial FirstChoice Personal Super - Perpetual Diversified Real Return 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.