Colonial FirstChoice Wholesale Pension - Acadian Global Managed Volume Equity - Managed Fund

The objective of the Colonial FirstChoice Wholesale Pension - Acadian Global Managed Volume Equity managed fund is To provide returns similar to those of a global equity index, but with significantly lower absolute volatility and superior downside protection, over the longer term. Limiting absolute risk has the potential to allow investors to compound wealth more efficiently and steadily than traditional capitalisation weighted indices. The option aims to perform in line with the MSCI All Country World Index over rolling three-year periods before fees.

The strategy of the Colonial FirstChoice Wholesale Pension - Acadian Global Managed Volume Equity managed fund is The option's investment strategy is based on building a diversified equity portfolio that aims to provide returns similar to those of the Global equity market but with lower absolute volatility than the Global market over the full market cycle. The option aims to exploit the 'low volatility anomaly', the historical pattern in which higher volatility stocks have underperformed lower volatility stocks on a risk adjusted basis. The initial consideration is overall portfolio risk, in addition to the Acadian alpha model. The option is unhedged.

The APIR code of the Colonial FirstChoice Wholesale Pension - Acadian Global Managed Volume Equity managed fund is FSF1400AU.

Colonial FirstChoice Wholesale Pension - Acadian Global Managed Volume Equity’s total return last month was 4.57%. This was made up of a growth return of 4.57% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice Wholesale Pension - Acadian Global Managed Volume Equity’s total return for the last three months was 7.18%. This was made up of a growth return of 7.18% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice Wholesale Pension - Acadian Global Managed Volume Equity’s one-year total return is 23.33%. This was made up of a growth return of 23.33% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice Wholesale Pension - Acadian Global Managed Volume Equity’s one-year total return is 11.81%. This was made up of a growth return of 11.81% 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 Global Managed Volume Equity managed fund is :

The Responsible Entity for the Colonial FirstChoice Wholesale Pension - Acadian Global Managed Volume Equity managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Pension - Acadian Global Managed Volume Equity managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Oct 2024, the size of the Colonial FirstChoice Wholesale Pension - Acadian Global Managed Volume Equity managed fund was $108.31 million.

The Colonial FirstChoice Wholesale Pension - Acadian Global Managed Volume Equity managed fund has an inception date of 26 Nov 2013.

The current entry price of the Colonial FirstChoice Wholesale Pension - Acadian Global Managed Volume Equity managed fund is $3.0593 per unit and the current exit price is $3.0562 per unit (as at 20 Dec 2024).

The current exit price of the Colonial FirstChoice Wholesale Pension - Acadian Global Managed Volume Equity managed fund is $3.0562 per unit and the current entry price is $3.0593 per unit (as at 20 Dec 2024).

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