Colonial FirstChoice Pension - Acadian Global Managed Volatility - Managed Fund (Closed)

The objective of the Colonial FirstChoice Pension - Acadian Global Managed Volatility managed fund is To provide returns similar to those of a global equity index; but with significantly lower absolute volatility and superior downside protection; over the longer term. Limiting absolute risk has the potential to allow investors to compound wealth more efficiently and steadily than traditional capitalisation weighted indices. The option aims to perform in line with the MSCI All Country World Index over rolling three-year periods before fees.

The strategy of the Colonial FirstChoice Pension - Acadian Global Managed Volatility managed fund is The option's investment strategy is based on building a diversified equity portfolio that aims to provide returns similar to those of the Global equity market but with lower absolute volatility than the Global market over the full market cycle. The option aims to exploit the 'low volatility anomaly'; the historical pattern in which higher volatility stocks have underperformed lower volatility stocks on a risk adjusted basis. The initial consideration is overall portfolio risk; in addition to the Acadian alpha model. The option is unhedged.

The APIR code of the Colonial FirstChoice Pension - Acadian Global Managed Volatility managed fund is FSF1397AU.

Colonial FirstChoice Pension - Acadian Global Managed Volatility’s total return last month was 2.09%. This was made up of a growth return of 2.09% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Acadian Global Managed Volatility’s total return for the last three months was -1.84%. This was made up of a growth return of -1.84% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Acadian Global Managed Volatility’s one-year total return is 2.98%. This was made up of a growth return of 2.98% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Acadian Global Managed Volatility’s one-year total return is 4.76%. This was made up of a growth return of 4.76% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Colonial FirstChoice Pension - Acadian Global Managed Volatility managed fund is :

The Responsible Entity for the Colonial FirstChoice Pension - Acadian Global Managed Volatility managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Pension - Acadian Global Managed Volatility managed fund belongs to the Equity World Large Blend sector/asset class.

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Acadian Global Managed Volatility managed fund was $0.48 million.

The Colonial FirstChoice Pension - Acadian Global Managed Volatility managed fund has an inception date of 11 Jun 2013.

The current entry price of the Colonial FirstChoice Pension - Acadian Global Managed Volatility managed fund is $2.2398 per unit and the current exit price is $2.2376 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Acadian Global Managed Volatility managed fund is $2.2376 per unit and the current entry price is $2.2398 per unit (as at 17 Mar 2023).

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