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  5. Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54 - Managed fund profile

Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54 - Managed Fund

Fund Objective
To achieve a return of CPI plus 1.0% per annum over rolling five-year periods after fees and taxes.
Fund Strategy
To invest in a diverse range of assets that are expected to generate a mix of income and long-term capital growth with an emphasis on stable returns. The option may use derivatives with the objective of managing portfolio volatility. The portfolio aims to hedge currency risk except for part of the allocation to global shares (which may include emerging market shares).

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 1.93% 3.64% 4.65% 9.32% -% -% -% -%
Growth return 1.93% 3.64% 4.65% 9.32% -% -% -% -%
Income return 0% 0% 0% 0% -% -% -% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 1.87% 3.64% 4.85% 11.1% 9.3% 5.06% 4.67% 5.86%
As at 31 Jan 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54
Australian Equities
17.03%
International Equities
27.93%
Cash
5.27%
Property
2.63%
Fixed Interest
39.15%
Alternatives
8%
Average Allocation of Peers
Australian Equities
15.97%
International Equities
28.38%
Cash
7.11%
Property
3.74%
Fixed Interest
36.50%
Alternatives
8.30%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54
AIL3674AU
Multisector Life Stages ? 1950s
Not Rated
Superannuation Fund
20 Nov 2023
$0.21 million (as at 31 Jan 2025)
$1.0976 (as at 19 Feb 2025)
$1.0954 (as at 19 Feb 2025)
Open
Offer information
Type Description

FAQs about the Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54

The objective of the Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54 managed fund is To achieve a return of CPI plus 1.0% per annum over rolling five-year periods after fees and taxes.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54 managed fund is To invest in a diverse range of assets that are expected to generate a mix of income and long-term capital growth with an emphasis on stable returns. The option may use derivatives with the objective of managing portfolio volatility. The portfolio aims to hedge currency risk except for part of the allocation to global shares (which may include emerging market shares).

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54 managed fund is AIL3674AU.

Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54’s total return last month was 1.93%. This was made up of a growth return of 1.93% and an income return of 0%. These returns were calculated as at 31 Jan 2025.

Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54’s total return for the last three months was 3.64%. This was made up of a growth return of 3.64% and an income return of 0%%. These returns were calculated as at 31 Jan 2025.

Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54’s one-year total return is 9.32%. This was made up of a growth return of 9.32% and an income return of 0%. These returns were calculated as at 31 Jan 2025.

Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54’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 Jan 2025.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54 managed fund is :

Australian Equities
17.03%
International Equities
27.93%
Cash
5.27%
Property
2.63%
Fixed Interest
39.15%
Alternatives
8%

The Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54 managed fund belongs to the Multisector Life Stages ? 1950s sector/asset class.

As at 31 Jan 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54 managed fund was $0.21 million.

The Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54 managed fund has an inception date of 20 Nov 2023.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54 managed fund is $1.0976 per unit and the current exit price is $1.0954 per unit (as at 19 Feb 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54 managed fund is $1.0954 per unit and the current entry price is $1.0976 per unit (as at 19 Feb 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Lifestage 1950 - 54 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.