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  5. Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity - Managed fund profile

Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity - Managed Fund

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 5.5% 11.35% 23.48% 19.12% 7.91% 13.75% 11.95% 10.41%
Growth return 5.5% 11.35% 23.48% 19.12% 7.91% 13.75% 11.95% 10.41%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.27% 5.33% 14.17% 14.45% 7.03% 9.62% 9.15% 8.27%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity
Australian Equities
100%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.93%
International Equities
4%
Cash
0.37%
Property
3.30%
Fixed Interest
0.35%
Alternatives
0.06%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity
FSF0578AU
Equity Australia Large Geared
starstar (as at 31 Mar 2024)
Allocated Pension
12 Jul 2004
$11.79 million (as at 29 Feb 2024)
$6.2997 (as at 22 Apr 2024)
$6.2857 (as at 22 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 2.18% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $20,000
Minimum additional investments
Minimum redemption amount

FAQs about the Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity

The objective of the Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity managed fund is

The strategy of the Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity managed fund is

The APIR code of the Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity managed fund is FSF0578AU.

Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity’s total return last month was 5.5%. This was made up of a growth return of 5.5% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity’s total return for the last three months was 11.35%. This was made up of a growth return of 11.35% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity’s one-year total return is 19.12%. This was made up of a growth return of 19.12% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity’s one-year total return is 13.75%. This was made up of a growth return of 13.75% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity managed fund belongs to the Equity Australia Large Geared sector/asset class.

As at 29 Feb 2024, the size of the Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity managed fund was $11.79 million.

The Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity managed fund is $6.2997 per unit and the current exit price is $6.2857 per unit (as at 22 Apr 2024).

The current exit price of the Colonial FirstChoice Wholesale Pension - Acadian Geared Australian Equity managed fund is $6.2857 per unit and the current entry price is $6.2997 per unit (as at 22 Apr 2024).

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

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.