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  5. Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities - Managed fund profile

Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities - Managed Fund

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 11.18% 15.58% 21.97% 61.88% 37.8% 15% 21.29% 18.3%
Growth return 11.18% 15.58% 21.97% 61.88% 37.8% 15% 21.29% 18.3%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (MSCI World Ex Australia NR AUD)
Total return 5.18% 8.79% 13.61% 30.23% 22.04% 11.92% 13.37% 13.17%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities
International Equities
203.89%
Cash
-103.89%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.25%
Cash
2.35%
Australian Equities
2.69%
Property
1.52%
Fixed Interest
0.12%
Alternatives
0.09%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities
FSF0869AU
Equity World Other
starstarstarstarstar (as at 30 Nov 2013)
Superannuation Fund
24 Mar 2005
$199 million (as at 31 Oct 2024)
$5.1143 (as at 20 Dec 2024)
$5.103 (as at 20 Dec 2024)
Open
Offer information
Type Description
MER 2.74% (as at 16 Nov 2024)
Indirect Cost Ratio (ICR) - Estimated 2.63% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 31 Jul 2024)

Holding (as at 31 Jul 2024) Type % of Portfolio
Loan Bond - Bank Loans 127.96%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities

The objective of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities managed fund is

The strategy of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities managed fund is

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities managed fund is FSF0869AU.

Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities’s total return last month was 11.18%. This was made up of a growth return of 11.18% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities’s total return for the last three months was 15.58%. This was made up of a growth return of 15.58% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities’s one-year total return is 61.88%. This was made up of a growth return of 61.88% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities’s one-year total return is 15%. This was made up of a growth return of 15% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities managed fund is :

International Equities
203.89%
Cash
-103.89%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities managed fund belongs to the Equity World Other sector/asset class.

As at 31 Oct 2024, the size of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities managed fund was $199 million.

The Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities managed fund has an inception date of 24 Mar 2005.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities managed fund is $5.1143 per unit and the current exit price is $5.103 per unit (as at 20 Dec 2024).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities managed fund is $5.103 per unit and the current entry price is $5.1143 per unit (as at 20 Dec 2024).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Sustainability Global Equities managed fund is $20,000.

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.