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  5. Colonial FirstChoice Employer Super - Colonial Geared Global Share - Managed fund profile

Colonial FirstChoice Employer Super - Colonial Geared Global Share - Managed Fund (Closed)

Fund Objective
To magnify long-term capital growth by borrowing to invest in a diversified portfolio of global shares. The option aims to outperform the MSCI All Country World ex Australia Index (net dividends reinvested), in Australian dollar terms over rolling seven-year periods before fees and taxes.
Fund Strategy
To invest in a diversified portfolio of companies. The investments are managed by combining the portfolios of a number of leading global share managers to provide an actively managed, diversified portfolio. The option utilises gearing to magnify returns from underlying investments. Investors' capital in the option is not hedged but the option may hedge up to 100% of the currency exposure relating to the borrowings of the option.

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 -7.02% -1.29% 6.25% -6.1% 0.21% 3.53% -11.67% -%
Growth return -7.02% -1.29% 6.25% -6.1% 0.21% 3.53% -11.67% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.02% 14.06% 20.11% 28.72% 15.87% 14.43% -% 13.43%
As at 31 May 2012. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Employer Super - Colonial Geared Global Share
International Equities
100%
Australian Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
91.83%
Australian Equities
3.40%
Cash
2.94%
Property
1.81%
Fixed Interest
-0.04%
Alternatives
0.06%

General Information

Fund Details
Type Description
Colonial FirstChoice Employer Super - Colonial Geared Global Share
Closed
FSF0396AU
Equity World Other
Not Rated
Superannuation Fund
12 Sep 2002
n/a
$0.6082 (as at 8 Jun 2012)
$0.6082 (as at 8 Jun 2012)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 2.61% (as at 28 May 2012) (Estimated)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
Loan Bond - Bank Loans 50.03%
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FAQs about the Colonial FirstChoice Employer Super - Colonial Geared Global Share

The objective of the Colonial FirstChoice Employer Super - Colonial Geared Global Share managed fund is To magnify long-term capital growth by borrowing to invest in a diversified portfolio of global shares. The option aims to outperform the MSCI All Country World ex Australia Index (net dividends reinvested), in Australian dollar terms over rolling seven-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Employer Super - Colonial Geared Global Share managed fund is To invest in a diversified portfolio of companies. The investments are managed by combining the portfolios of a number of leading global share managers to provide an actively managed, diversified portfolio. The option utilises gearing to magnify returns from underlying investments. Investors' capital in the option is not hedged but the option may hedge up to 100% of the currency exposure relating to the borrowings of the option.

The APIR code of the Colonial FirstChoice Employer Super - Colonial Geared Global Share managed fund is FSF0396AU.

Colonial FirstChoice Employer Super - Colonial Geared Global Share’s total return last month was -7.02%. This was made up of a growth return of -7.02% and an income return of 0%. These returns were calculated as at 31 May 2012.

Colonial FirstChoice Employer Super - Colonial Geared Global Share’s total return for the last three months was -1.29%. This was made up of a growth return of -1.29% and an income return of 0%%. These returns were calculated as at 31 May 2012.

Colonial FirstChoice Employer Super - Colonial Geared Global Share’s one-year total return is -6.1%. This was made up of a growth return of -6.1% and an income return of 0%. These returns were calculated as at 31 May 2012.

Colonial FirstChoice Employer Super - Colonial Geared Global Share’s one-year total return is 3.53%. This was made up of a growth return of 3.53% and an income return of 0%. These returns were calculated as at 31 May 2012.

The asset allocation of the Colonial FirstChoice Employer Super - Colonial Geared Global Share managed fund is :

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

The Colonial FirstChoice Employer Super - Colonial Geared Global Share managed fund belongs to the Equity World Other sector/asset class.

As at 30 Jun 2015, the size of the Colonial FirstChoice Employer Super - Colonial Geared Global Share managed fund was $ million.

The Colonial FirstChoice Employer Super - Colonial Geared Global Share managed fund has an inception date of 12 Sep 2002.

The current entry price of the Colonial FirstChoice Employer Super - Colonial Geared Global Share managed fund is $0.6082 per unit and the current exit price is $0.6082 per unit (as at 8 Jun 2012).

The current exit price of the Colonial FirstChoice Employer Super - Colonial Geared Global Share managed fund is $0.6082 per unit and the current entry price is $0.6082 per unit (as at 8 Jun 2012).

The minimum initial investment amount for the Colonial FirstChoice Employer Super - Colonial Geared Global Share managed fund is $0. 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.