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  5. Colonial FirstChoice - Ausbil Active Sustainable Equities - Managed fund profile

Colonial FirstChoice - Ausbil Active Sustainable Equities - Managed Fund

Fund Objective
The option aims to achieve returns (before fees and taxes) in excess of the S&P/ASX 200 Accumulation Index over rolling three-year periods by primarily investing in listed Australian companies which meet Ausbil's sustainable approach to investing.
Fund Strategy
Ausbil's active investment process aims to exploit the inefficiencies across the market, at all stages of the cycle and across all market conditions, with the aim of producing consistent and risk controlled outperformance. Ausbil's sustainable approach to investing allows the option to invest in companies that have a relatively good sustainability profile, as well as the removal of companies subject to long-term earnings risk from sustainability factors, whilst actively engaging with companies on sustainability issues.

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 3.89% 9.35% 19.51% 18.06% 4.38% 6.28% 7.34% 7.07%
Growth return 3.69% 9.14% 18.73% 15.91% 0.59% -1.19% -0.02% -0.18%
Income return 0.2% 0.21% 0.78% 2.15% 3.79% 7.47% 7.36% 7.25%
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 - Ausbil Active Sustainable Equities
Australian Equities
79.32%
International Equities
10.61%
Cash
1.07%
Property
9%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.52%
International Equities
4.01%
Cash
0.83%
Property
3.24%
Fixed Interest
0.35%
Alternatives
0.06%

General Information

Fund Details
Type Description
Colonial FirstChoice - Ausbil Active Sustainable Equities
FSF0457AU
Equity Australia Large Growth
starstar (as at 31 Mar 2024)
Investment Fund
23 Apr 2002
$7.45 million (as at 29 Feb 2024)
$1.2166 (as at 18 Apr 2024)
$1.2142 (as at 18 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 1.01% (as at 30 Jun 2021) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $20,000
Minimum redemption amount

FAQs about the Colonial FirstChoice - Ausbil Active Sustainable Equities

The objective of the Colonial FirstChoice - Ausbil Active Sustainable Equities managed fund is The option aims to achieve returns (before fees and taxes) in excess of the S&P/ASX 200 Accumulation Index over rolling three-year periods by primarily investing in listed Australian companies which meet Ausbil's sustainable approach to investing.

The strategy of the Colonial FirstChoice - Ausbil Active Sustainable Equities managed fund is Ausbil's active investment process aims to exploit the inefficiencies across the market, at all stages of the cycle and across all market conditions, with the aim of producing consistent and risk controlled outperformance. Ausbil's sustainable approach to investing allows the option to invest in companies that have a relatively good sustainability profile, as well as the removal of companies subject to long-term earnings risk from sustainability factors, whilst actively engaging with companies on sustainability issues.

The APIR code of the Colonial FirstChoice - Ausbil Active Sustainable Equities managed fund is FSF0457AU.

Colonial FirstChoice - Ausbil Active Sustainable Equities’s total return last month was 3.89%. This was made up of a growth return of 3.69% and an income return of 0.2%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice - Ausbil Active Sustainable Equities’s total return for the last three months was 9.35%. This was made up of a growth return of 9.14% and an income return of 0.21%%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice - Ausbil Active Sustainable Equities’s one-year total return is 18.06%. This was made up of a growth return of 15.91% and an income return of 2.15%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice - Ausbil Active Sustainable Equities’s one-year total return is 6.28%. This was made up of a growth return of -1.19% and an income return of 7.47%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the Colonial FirstChoice - Ausbil Active Sustainable Equities managed fund is :

Australian Equities
79.32%
International Equities
10.61%
Cash
1.07%
Property
9%
Fixed Interest
0%
Alternatives
0%

The Colonial FirstChoice - Ausbil Active Sustainable Equities managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 29 Feb 2024, the size of the Colonial FirstChoice - Ausbil Active Sustainable Equities managed fund was $7.45 million.

The Colonial FirstChoice - Ausbil Active Sustainable Equities managed fund has an inception date of 23 Apr 2002.

The current entry price of the Colonial FirstChoice - Ausbil Active Sustainable Equities managed fund is $1.2166 per unit and the current exit price is $1.2142 per unit (as at 18 Apr 2024).

The current exit price of the Colonial FirstChoice - Ausbil Active Sustainable Equities managed fund is $1.2142 per unit and the current entry price is $1.2166 per unit (as at 18 Apr 2024).

The minimum initial investment amount for the Colonial FirstChoice - Ausbil Active Sustainable 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.