Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities - Managed Fund (Closed)

The objective of the Colonial FirstChoice Pension - Acadian Geared Sustainability 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 Pension - Acadian Geared Sustainability Global Equities managed fund is Acadian utilises a systematic multi-factor investment approach; while integrating a range of ESG criteria; to select stocks. Acadian will target a reduction in weighted average carbon intensity of the portfolio relative to the index. The option will also aim maintain a positive active exposure to stocks considered to be contributing to environmental and social objectives as defined by the UN SDGs. The option utilises gearing to magnify returns. The option may hedge up to 100% of the currency exposure relating to the borrowings.

The APIR code of the Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund is FSF0848AU.

Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities’s total return last month was 2.45%. This was made up of a growth return of 2.45% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities’s total return for the last three months was -0.01%. This was made up of a growth return of -0.01% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities’s one-year total return is -13.22%. This was made up of a growth return of -13.22% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities’s one-year total return is 16.46%. This was made up of a growth return of 16.46% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

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

The Responsible Entity for the Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund is Colonial First State Investments Limited.

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

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund was $1.37 million.

The Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund has an inception date of 30 Apr 2007.

The current entry price of the Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund is $2.0595 per unit and the current exit price is $2.0549 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund is $2.0549 per unit and the current entry price is $2.0595 per unit (as at 17 Mar 2023).

The minimum initial investment amount for the Colonial FirstChoice Pension - Acadian Geared Sustainability Global Equities managed fund is $20,000. Minimum additional investment is $0.