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  5. Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities - Managed fund profile

Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities - Managed Fund

Fund Objective
The option aims to provide a superior risk adjusted return (total return divided by total risk (before fees, expenses and taxes) greater than the return of the MSCI All Country World ex-Australia Index (Benchmark) on a rolling six year periods, while also seeking significantly improved ESG metrics and lower carbon intensity than the Benchmark.
Fund Strategy
The option is an actively managed global equity strategy designed to provide exposure to a portfolio of high quality, lower-volatility securities. It does so by systematically identifying stocks with superior earnings quality while also fully integrating ESG insights into the selection of investments. The result is a sustainable portfolio that seeks to capture the long-term growth associated with equities but with less risk and superior ESG credentials relative to the benchmark. The option does not hedge 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 1.16% 4.22% 7.94% -% -% -% -% -%
Growth return 1.16% 4.22% 7.94% -% -% -% -% -%
Income return 0% 0% 0% -% -% -% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 2.74% 10.85% 13.22% 28.94% 27% 14.1% 13.79% 13.11%
As at 31 Aug 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities
International Equities
12.94%
Cash
86.27%
Property
0.79%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
94.72%
Cash
2.28%
Property
1.49%
Australian Equities
1.29%
Fixed Interest
0.13%
Alternatives
0.08%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities
AIL0510AU
Equity World Large Blend
Not Rated
Superannuation Fund
21 Nov 2022
$0.17 million (as at 31 Aug 2023)
$1.0806 (as at 28 Sep 2023)
$1.0806 (as at 28 Sep 2023)
Open
Offer information
Type Description
MER 0.60% (as at 21 Nov 2022)

FAQs about the Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities

The objective of the Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities managed fund is The option aims to provide a superior risk adjusted return (total return divided by total risk (before fees, expenses and taxes) greater than the return of the MSCI All Country World ex-Australia Index (Benchmark) on a rolling six year periods, while also seeking significantly improved ESG metrics and lower carbon intensity than the Benchmark.

The strategy of the Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities managed fund is The option is an actively managed global equity strategy designed to provide exposure to a portfolio of high quality, lower-volatility securities. It does so by systematically identifying stocks with superior earnings quality while also fully integrating ESG insights into the selection of investments. The result is a sustainable portfolio that seeks to capture the long-term growth associated with equities but with less risk and superior ESG credentials relative to the benchmark. The option does not hedge currency risk.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities managed fund is AIL0510AU.

Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities’s total return last month was 1.16%. This was made up of a growth return of 1.16% and an income return of 0%. These returns were calculated as at 31 Aug 2023.

Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities’s total return for the last three months was 4.22%. This was made up of a growth return of 4.22% and an income return of 0%%. These returns were calculated as at 31 Aug 2023.

Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities’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 31 Aug 2023.

Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities’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 31 Aug 2023.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities managed fund is :

International Equities
12.94%
Cash
86.27%
Property
0.79%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%

The Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Aug 2023, the size of the Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities managed fund was $0.17 million.

The Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities managed fund has an inception date of 21 Nov 2022.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities managed fund is $1.0806 per unit and the current exit price is $1.0806 per unit (as at 28 Sep 2023).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities managed fund is $1.0806 per unit and the current entry price is $1.0806 per unit (as at 28 Sep 2023).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - AXA IM Wholesale Sustainability Equities 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.