Colonial FirstChoice Wholesale TTR - Ausbil TTR Australian Emerging Leaders - Managed Fund

The objective of the Colonial FirstChoice Wholesale TTR - Ausbil TTR Australian Emerging Leaders managed fund is To provide long-term growth by investing in both mid and small-cap stocks which possess potential for superior growth. The option aims to outperform the composite benchmark (70% S&P/ASX Midcap 50 Accumulation Index and 30% S&P/ASX Small Ordinaries Accumulation Index) over rolling three-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Wholesale TTR - Ausbil TTR Australian Emerging Leaders managed fund is Aspect takes a quantitative and systematic investment approach. Aspect's trend-following systems trade in over 140 of the most liquid global futures and forward markets and employ a fully automated system to process and analyse market data as well as idiosyncratic non-price data in order to identify and exploit directional moves (or 'trends') in markets. By maintaining comparatively small exposures to any individual contract, Aspect achieves sector and contract diversification. The option aims to minimise unintentional currency exposure.

The APIR code of the Colonial FirstChoice Wholesale TTR - Ausbil TTR Australian Emerging Leaders managed fund is FSF4466AU.

Colonial FirstChoice Wholesale TTR - Ausbil TTR Australian Emerging Leaders’s total return last month was -2.05%. This was made up of a growth return of -2.05% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Colonial FirstChoice Wholesale TTR - Ausbil TTR Australian Emerging Leaders’s total return for the last three months was 5.11%. This was made up of a growth return of 5.11% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Colonial FirstChoice Wholesale TTR - Ausbil TTR Australian Emerging Leaders’s one-year total return is 20.99%. 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 TTR - Ausbil TTR Australian Emerging Leaders’s one-year total return is 2.85%. This was made up of a growth return of 2.85% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Colonial FirstChoice Wholesale TTR - Ausbil TTR Australian Emerging Leaders managed fund is :

The Colonial FirstChoice Wholesale TTR - Ausbil TTR Australian Emerging Leaders managed fund belongs to the Equity Australia Mid/Small Growth sector/asset class.

As at 30 Sep 2024, the size of the Colonial FirstChoice Wholesale TTR - Ausbil TTR Australian Emerging Leaders managed fund was $1.77 million.

The Colonial FirstChoice Wholesale TTR - Ausbil TTR Australian Emerging Leaders managed fund has an inception date of 9 Jun 2018.

The current entry price of the Colonial FirstChoice Wholesale TTR - Ausbil TTR Australian Emerging Leaders managed fund is $1.5024 per unit and the current exit price is $1.4979 per unit (as at 8 Nov 2024).

The current exit price of the Colonial FirstChoice Wholesale TTR - Ausbil TTR Australian Emerging Leaders managed fund is $1.4979 per unit and the current entry price is $1.5024 per unit (as at 8 Nov 2024).

The minimum initial investment amount for the Colonial FirstChoice Wholesale TTR - Ausbil TTR Australian Emerging Leaders managed fund is $20,000.