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  5. Colonial FirstChoice - Acadian Geared Sustain Global Equities - Managed fund profile

Colonial FirstChoice - Acadian Geared Sustain Global Equities - Managed Fund

Fund Objective
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.
Fund Strategy
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.

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 13.73% -0.93% 14.84% 19.77% -3.43% 17.2% 16.99% 17.7%
Growth return -% -0.93% 14.84% 19.77% -15.99% -2.1% -0.1% 2.25%
Income return -% 0% 0% 0% 12.56% 19.3% 17.09% 15.45%
Market index (MSCI World Ex Australia NR AUD)
Total return 4.43% -0.73% 6.18% 14.37% 3.75% 10.93% 12.18% 11.96%
As at 30 Nov 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice - Acadian Geared Sustain Global Equities
International Equities
100%
Australian Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
92.51%
Australian Equities
1.19%
Cash
4.46%
Property
1.80%
Fixed Interest
-0.04%
Alternatives
0.09%

General Information

Fund Details
Type Description
Colonial FirstChoice - Acadian Geared Sustain Global Equities
FSF0891AU
Equity World Other
starstarstarstarstar (as at 30 Nov 2013)
Investment Fund
16 Apr 2007
$183.65 million (as at 31 Oct 2023)
$0.8799 (as at 1 Dec 2023)
$0.8779 (as at 1 Dec 2023)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 2.69% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $20,000
Minimum redemption amount

FAQs about the Colonial FirstChoice - Acadian Geared Sustain Global Equities

The objective of the Colonial FirstChoice - Acadian Geared Sustain 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 - Acadian Geared Sustain 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 - Acadian Geared Sustain Global Equities managed fund is FSF0891AU.

Colonial FirstChoice - Acadian Geared Sustain Global Equities’s total return last month was 13.73%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2023.

Colonial FirstChoice - Acadian Geared Sustain Global Equities’s total return for the last three months was -0.93%. This was made up of a growth return of -0.93% and an income return of 0%%. These returns were calculated as at 30 Nov 2023.

Colonial FirstChoice - Acadian Geared Sustain Global Equities’s one-year total return is 19.77%. This was made up of a growth return of 19.77% and an income return of 0%. These returns were calculated as at 30 Nov 2023.

Colonial FirstChoice - Acadian Geared Sustain Global Equities’s one-year total return is 17.2%. This was made up of a growth return of -2.1% and an income return of 19.3%. These returns were calculated as at 30 Nov 2023.

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

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

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

As at 31 Oct 2023, the size of the Colonial FirstChoice - Acadian Geared Sustain Global Equities managed fund was $183.65 million.

The Colonial FirstChoice - Acadian Geared Sustain Global Equities managed fund has an inception date of 16 Apr 2007.

The current entry price of the Colonial FirstChoice - Acadian Geared Sustain Global Equities managed fund is $0.8799 per unit and the current exit price is $0.8779 per unit (as at 1 Dec 2023).

The current exit price of the Colonial FirstChoice - Acadian Geared Sustain Global Equities managed fund is $0.8779 per unit and the current entry price is $0.8799 per unit (as at 1 Dec 2023).

The minimum initial investment amount for the Colonial FirstChoice - Acadian Geared Sustain Global Equities 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.