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  5. Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares - Managed fund profile

Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares - Managed Fund (Closed)

Fund Objective
The option aims to achieve returns that exceed the S&P/ASX 300 Accumulation Index over rolling five-year periods before fees and taxes.
Fund Strategy
The option invests mainly in Australian Securities Exchange (ASX) listed shares but may also invest in global developed market shares (maximum limit of 20%) and cash. The option implements a managed volatility equities strategy that aims to reduce volatility by identifying, and investing in, high quality listed equity securities that have reasonable valuations, high quality cash flows and relatively stable share prices.

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 -6.98% -4.26% 0.65% -10.11% -0.77% 5.46% -4.49% -%
Growth return -6.98% -4.26% 0.65% -10.11% -0.77% 5.46% -4.49% -%
Income return 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 May 2012. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares
Australian Equities
71.55%
International Equities
24.94%
Cash
3.51%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.94%
International Equities
4.02%
Cash
0.37%
Property
3.27%
Fixed Interest
0.35%
Alternatives
0.06%

General Information

Fund Details
Type Description
Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares
Closed
FSF0801AU
Equity Australia Large Blend
starstar (as at 31 May 2012)
Superannuation Fund
3 Mar 2006
n/a
$0.9779 (as at 8 Jun 2012)
$0.9779 (as at 8 Jun 2012)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 1.97% (as at 28 May 2012) (Estimated)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Aug 2023)

Holding (as at 31 Aug 2023) Type % of Portfolio
Medibank Private Ltd Equity 5.01%
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FAQs about the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares

The objective of the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund is The option aims to achieve returns that exceed the S&P/ASX 300 Accumulation Index over rolling five-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund is The option invests mainly in Australian Securities Exchange (ASX) listed shares but may also invest in global developed market shares (maximum limit of 20%) and cash. The option implements a managed volatility equities strategy that aims to reduce volatility by identifying, and investing in, high quality listed equity securities that have reasonable valuations, high quality cash flows and relatively stable share prices.

The APIR code of the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund is FSF0801AU.

Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares’s total return last month was -6.98%. This was made up of a growth return of -6.98% and an income return of 0%. These returns were calculated as at 31 May 2012.

Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares’s total return for the last three months was -4.26%. This was made up of a growth return of -4.26% and an income return of 0%%. These returns were calculated as at 31 May 2012.

Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares’s one-year total return is -10.11%. This was made up of a growth return of -10.11% and an income return of 0%. These returns were calculated as at 31 May 2012.

Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares’s one-year total return is 5.46%. This was made up of a growth return of 5.46% and an income return of 0%. These returns were calculated as at 31 May 2012.

The asset allocation of the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund is :

Australian Equities
71.55%
International Equities
24.94%
Cash
3.51%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Jun 2015, the size of the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund was $ million.

The Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund has an inception date of 3 Mar 2006.

The current entry price of the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund is $0.9779 per unit and the current exit price is $0.9779 per unit (as at 8 Jun 2012).

The current exit price of the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund is $0.9779 per unit and the current entry price is $0.9779 per unit (as at 8 Jun 2012).

The minimum initial investment amount for the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares 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.