Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities - Managed Fund

The objective of the Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities managed fund is The option aims to achieve returns (before fees and taxes) in excess of the S&P/ASX 200 Accumulation Index over rolling three-year periods by primarily investing in listed Australian companies which meet Ausbil's sustainable approach to investing.

The strategy of the Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities managed fund is Ausbil's active investment process aims to exploit the inefficiencies across the market, at all stages of the cycle and across all market conditions, with the aim of producing consistent and risk controlled outperformance. Ausbil's sustainable approach to investing allows the option to invest in companies that have a relatively good sustainability profile, as well as the removal of companies subject to long-term earnings risk from sustainability factors, whilst actively engaging with companies on sustainability issues.

The APIR code of the Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities managed fund is FSF0514AU.

Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities’s total return last month was 5.62%. This was made up of a growth return of 5.62% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities’s total return for the last three months was 7.68%. This was made up of a growth return of 7.68% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities’s one-year total return is 34.87%. This was made up of a growth return of 34.87% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities’s one-year total return is 8.48%. This was made up of a growth return of 8.48% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities managed fund is :

The Responsible Entity for the Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 31 Oct 2024, the size of the Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities managed fund was $12.86 million.

The Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities managed fund is $6.2386 per unit and the current exit price is $6.2261 per unit (as at 20 Dec 2024).

The current exit price of the Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities managed fund is $6.2261 per unit and the current entry price is $6.2386 per unit (as at 20 Dec 2024).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Ausbil Active Sustain Equities managed fund is $20,000. Minimum additional investment is $0.