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  5. Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged - Managed fund profile

Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged - Managed Fund

Fund Performance Comparison

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Fees Comparison

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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 0.51% 2.84% 10.07% 25.72% 14.84% 8.52% 8.4% 8.48%
Growth return 0.51% 2.84% 10.07% -% 14.84% 8.52% 8.4% 8.48%
Income return 0% 0% 0% -% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0% 2.01% 8.7% 25.16% 14.86% 7.15% 8.74% 9.16%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged
Australian Equities
34.63%
International Equities
57.54%
Cash
1.29%
Property
6.09%
Fixed Interest
0.45%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.11%
International Equities
48.68%
Cash
3.24%
Property
4.86%
Fixed Interest
5.58%
Alternatives
3.52%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged
FSF0634AU
Multisector Aggressive
starstarstar (as at 31 Oct 2024)
Superannuation Fund
12 Jul 2004
$438.79 million (as at 31 Oct 2024)
$4.1199 (as at 20 Nov 2024)
$4.1116 (as at 20 Nov 2024)
Open
Offer information
Type Description
MER 0.80% (as at 16 Nov 2024)
Indirect Cost Ratio (ICR) - Estimated 0.80% (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 Aug 2024)

Holding (as at 31 Aug 2024) Type % of Portfolio
BHP Group Ltd Equity 3.29%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged

The objective of the Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged managed fund is

The strategy of the Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged managed fund is

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged managed fund is FSF0634AU.

Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged’s total return last month was 0.51%. This was made up of a growth return of 0.51% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged’s total return for the last three months was 2.84%. This was made up of a growth return of 2.84% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged’s one-year total return is 25.72%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged’s one-year total return is 8.52%. This was made up of a growth return of 8.52% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged managed fund is :

Australian Equities
34.63%
International Equities
57.54%
Cash
1.29%
Property
6.09%
Fixed Interest
0.45%
Alternatives
0%

The Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Oct 2024, the size of the Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged managed fund was $438.79 million.

The Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged managed fund is $4.1199 per unit and the current exit price is $4.1116 per unit (as at 20 Nov 2024).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged managed fund is $4.1116 per unit and the current entry price is $4.1199 per unit (as at 20 Nov 2024).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Colonial Enhanced Index Hedged 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.