Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities - Managed Fund (Closed)

The objective of the Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund is To maximise risk-adjusted, long-term returns by borrowing to invest in stocks from around the world, while carefully controlling portfolio risk and transaction costs. The option aims to outperform the MSCI World (ex Australia) Index over rolling seven-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund is Using a systematic approach, Acadian uses ESG criteria to select stocks. These include excluding stocks that derive any revenue from tobacco and controversial weapons, more than 10% of gross revenue from alcohol, gambling and adult entertainment and more than 20% from thermal coal and tar sands oil. If revenue data not reported, Acadian will use estimates. Acadian will target lower relative carbon intensity and exposure to companies providing environmental solutions. The option uses gearing to magnify returns. No currency hedging.

The APIR code of the Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund is FSF0848AU.

Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities’s total return last month was 2.45%. This was made up of a growth return of 2.45% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities’s total return for the last three months was -0.01%. This was made up of a growth return of -0.01% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities’s one-year total return is -13.22%. This was made up of a growth return of -13.22% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities’s one-year total return is 16.46%. This was made up of a growth return of 16.46% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

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

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

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund was $1.37 million.

The Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund has an inception date of 30 Apr 2007.

The current entry price of the Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund is $2.0595 per unit and the current exit price is $2.0549 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund is $2.0549 per unit and the current entry price is $2.0595 per unit (as at 17 Mar 2023).

The minimum initial investment amount for the Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund is $20,000. Minimum additional investment is $0.