Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 2.46% | 6.62% | 7.61% | 0.61% | 2.08% | 2.88% | 1.29% | -% |
Growth return | -3.38% | 0.13% | 1.07% | -8.47% | -5% | -2.78% | -2.48% | -% |
Income return | 5.84% | 6.49% | 6.54% | 9.08% | 7.08% | 5.66% | 3.77% | -% |
Market index (S&P/ASX 200 TR AUD)
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Total return | 3.1% | 7.03% | 11.65% | 14.74% | 14.82% | 13.04% | 12.32% | 9.87% |
Type | Description |
Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return | |
Closed | |
Colonial First State Investments Limited | |
FSF1781AU | |
Equity Australia Long Short | |
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|
Investment Fund | |
16 May 2016 | |
$0 million (as at 30 Nov 2022) | |
$0.891 (as at 30 Nov 2022) | |
$0.891 (as at 30 Nov 2022) | |
Finalised |
Type | Description |
MER | 3.63% (as at 28 Aug 2025) |
Indirect Cost Ratio (ICR) | 3.63% (as at 30 Jun 2025) |
Performance fee (not included in ICR) | 1.28 |
Minimum initial investment | $1,000.00 |
Minimum redemption amount |
The objective of the Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return managed fund is To achieve a return of 5% pa in excess of the Reserve Bank of Australia cash rate before fees and taxes over rolling five-year periods, with an overarching philosophy of capital protection.
The strategy of the Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return managed fund is Capital preservation is a primary investment objective. Through a combination of both top-down and bottom-up investing, the majority of stocks are selected after Kardinia's macroeconomic analysis has identified key investment thematics or trends. The option will generally have a maximum gross exposure (long plus short) of 150%. The option may use derivatives and short selling as part of its investment strategy, it may invest outside of Australia and does not hedge currency risk.
The APIR code of the Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return managed fund is FSF1781AU.
Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return’s total return last month was 2.46%. This was made up of a growth return of -3.38% and an income return of 5.84%. These returns were calculated as at 30 Nov 2022.
Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return’s total return for the last three months was 6.62%. This was made up of a growth return of 0.13% and an income return of 6.49%%. These returns were calculated as at 30 Nov 2022.
Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return’s one-year total return is 0.61%. This was made up of a growth return of -8.47% and an income return of 9.08%. These returns were calculated as at 30 Nov 2022.
Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return’s one-year total return is 2.88%. This was made up of a growth return of -2.78% and an income return of 5.66%. These returns were calculated as at 30 Nov 2022.
The asset allocation of the Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return managed fund is :
The Responsible Entity for the Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return managed fund is Colonial First State Investments Limited.
The Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return managed fund belongs to the Equity Australia Long Short sector/asset class.
As at 30 Nov 2022, the size of the Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return managed fund was $0 million.
The Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return managed fund has an inception date of 16 May 2016.
The current entry price of the Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return managed fund is $0.891 per unit and the current exit price is $0.891 per unit (as at 30 Nov 2022).
The current exit price of the Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return managed fund is $0.891 per unit and the current entry price is $0.891 per unit (as at 30 Nov 2022).
The minimum initial investment amount for the Colonial FirstChoice - Bennelong Kardin Wholesale Absolute Return managed fund is $1,000.
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.