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

Colonial FirstChoice Personal Super - Resolution Capital Global Property Securities - Managed Fund

Fund Objective
The option's investment objective is to exceed the total returns of the FTSE EPRA/NAREIT Developed Index (AUD Hedged) after fees over a rolling three year basis. In doing so, the option aims to provide investors with a level of distributable income combined with the potential for long term capital growth sourced from global real estate based revenue streams.
Fund Strategy
The option primarily invests in global property securities that derive most of their returns from rental income. Its investments provide exposure to underlying real estate from around the world including office buildings, shopping centres, industrial warehouses, residential communities, hotels and healthcare facilities. The option may also have exposure to companies which undertake activities such as real estate development, real estate construction contracting and real estate funds management activities. The option hedges 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 -2.16% 0.04% -% -% -% -% -% -%
Growth return -2.16% 0.04% -% -% -% -% -% -%
Income return 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

No asset allocation data available.
Average Allocation of Peers
Alternatives
0.01%
Australian Equities
0.51%
International Equities
11.89%
Cash
0.43%
Property
87.15%

General Information

Fund Details
Type Description
Colonial FirstChoice Personal Super - Resolution Capital Global Property Securities
Colonial First State Investments Limited
FSF2945AU
Equity Global Real Estate
Not Rated
Superannuation Fund
13 Dec 2021
$0.03 million (as at 31 Mar 2022)
$0.9105 (as at 20 May 2022)
$0.9087 (as at 20 May 2022)
Open
Offer information
Type Description
MER 1.30% (as at 13 Dec 2021)

FAQs about the Colonial FirstChoice Personal Super - Resolution Capital Global Property Securities

The objective of the Colonial FirstChoice Personal Super - Resolution Capital Global Property Securities managed fund is The option's investment objective is to exceed the total returns of the FTSE EPRA/NAREIT Developed Index (AUD Hedged) after fees over a rolling three year basis. In doing so, the option aims to provide investors with a level of distributable income combined with the potential for long term capital growth sourced from global real estate based revenue streams.

The strategy of the Colonial FirstChoice Personal Super - Resolution Capital Global Property Securities managed fund is The option primarily invests in global property securities that derive most of their returns from rental income. Its investments provide exposure to underlying real estate from around the world including office buildings, shopping centres, industrial warehouses, residential communities, hotels and healthcare facilities. The option may also have exposure to companies which undertake activities such as real estate development, real estate construction contracting and real estate funds management activities. The option hedges currency risk.

The APIR code of the Colonial FirstChoice Personal Super - Resolution Capital Global Property Securities managed fund is FSF2945AU.

Colonial FirstChoice Personal Super - Resolution Capital Global Property Securities’s total return last month was -2.16%. This was made up of a growth return of -2.16% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Resolution Capital Global Property Securities’s total return for the last three months was 0.04%. This was made up of a growth return of 0.04% and an income return of 0%%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Resolution Capital Global Property Securities’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 - Resolution Capital Global Property Securities’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 - Resolution Capital Global Property Securities managed fund is :

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

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

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

As at 31 Mar 2022, the size of the Colonial FirstChoice Personal Super - Resolution Capital Global Property Securities managed fund was $0.03 million.

The Colonial FirstChoice Personal Super - Resolution Capital Global Property Securities managed fund has an inception date of 13 Dec 2021.

The current entry price of the Colonial FirstChoice Personal Super - Resolution Capital Global Property Securities managed fund is $0.9105 per unit and the current exit price is $0.9087 per unit (as at 20 May 2022).

The current exit price of the Colonial FirstChoice Personal Super - Resolution Capital Global Property Securities managed fund is $0.9087 per unit and the current entry price is $0.9105 per unit (as at 20 May 2022).

The minimum initial investment amount for the Colonial FirstChoice Personal Super - Resolution Capital Global Property Securities 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.