Colonial FirstChoice Wholesale Pension - Acadian Defensive Income - Managed Fund

The objective of the Colonial FirstChoice Wholesale Pension - Acadian Defensive Income managed fund is To provide investment returns in excess of the Reserve Bank of Australia cash rate over rolling three-year periods before fees and taxes, with a relatively low degree of volatility. This will be achieved by combining cash and fixed interest investments with long and short equity holdings chosen using Acadian Australia's equity investment process.

The strategy of the Colonial FirstChoice Wholesale Pension - Acadian Defensive Income managed fund is The option's strategy is to adopt an active approach to managing a portfolio of money market and fixed income securities along with stocks listed on the Australian Securities Exchange. The option will seek to enhance returns by taking long and short positions in securities generally listed on the Australian Securities Exchange. The long/short structure aims to minimise equity market risk whilst benefiting from franking credits and Acadian's sophisticated analytical models for stock selection.

The APIR code of the Colonial FirstChoice Wholesale Pension - Acadian Defensive Income managed fund is FSF0951AU.

Colonial FirstChoice Wholesale Pension - Acadian Defensive Income’s total return last month was 2.56%. This was made up of a growth return of 2.56% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice Wholesale Pension - Acadian Defensive Income’s total return for the last three months was 4.32%. This was made up of a growth return of 4.32% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice Wholesale Pension - Acadian Defensive Income’s one-year total return is 13.59%. This was made up of a growth return of 13.59% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice Wholesale Pension - Acadian Defensive Income’s one-year total return is 8.2%. This was made up of a growth return of 8.2% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the Colonial FirstChoice Wholesale Pension - Acadian Defensive Income managed fund is :

The Colonial FirstChoice Wholesale Pension - Acadian Defensive Income managed fund belongs to the Alternative - Other sector/asset class.

As at 31 Oct 2024, the size of the Colonial FirstChoice Wholesale Pension - Acadian Defensive Income managed fund was $65.59 million.

The Colonial FirstChoice Wholesale Pension - Acadian Defensive Income managed fund has an inception date of 19 May 2008.

The current entry price of the Colonial FirstChoice Wholesale Pension - Acadian Defensive Income managed fund is $1.9001 per unit and the current exit price is $1.8963 per unit (as at 20 Dec 2024).

The current exit price of the Colonial FirstChoice Wholesale Pension - Acadian Defensive Income managed fund is $1.8963 per unit and the current entry price is $1.9001 per unit (as at 20 Dec 2024).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Acadian Defensive Income managed fund is $20,000. Minimum additional investment is $0.