Colonial FirstChoice Pension - Ausbil Australian Active Equity - Managed Fund (Closed)

The objective of the Colonial FirstChoice Pension - Ausbil Australian Active Equity managed fund is To provide long-term growth with moderate tax-effective income. The option aims to outperform the S&P/ASX 300 Accumulation Index over rolling three-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Pension - Ausbil Australian Active Equity managed fund is The option predominantly invests in listed large cap Australian equities in the S&P/ASX 300 Index. The option seeks to identify earnings and earnings revisions at an early stage, and hence to pre-empt stock price movements. The manager also seeks to position the portfolio towards those sectors and stocks which it believes will experience positive earnings revisions and away from those it believes will suffer negative revisions.

The APIR code of the Colonial FirstChoice Pension - Ausbil Australian Active Equity managed fund is FSF0331AU.

Colonial FirstChoice Pension - Ausbil Australian Active Equity’s total return last month was -2.61%. This was made up of a growth return of -2.61% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Ausbil Australian Active Equity’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 - Ausbil Australian Active Equity’s one-year total return is 10.31%. This was made up of a growth return of 10.31% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Ausbil Australian Active Equity’s one-year total return is 12.36%. This was made up of a growth return of 12.36% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Colonial FirstChoice Pension - Ausbil Australian Active Equity managed fund is :

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

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Ausbil Australian Active Equity managed fund was $20.07 million.

The Colonial FirstChoice Pension - Ausbil Australian Active Equity managed fund has an inception date of 13 May 2002.

The current entry price of the Colonial FirstChoice Pension - Ausbil Australian Active Equity managed fund is $5.4726 per unit and the current exit price is $5.4562 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Ausbil Australian Active Equity managed fund is $5.4562 per unit and the current entry price is $5.4726 per unit (as at 17 Mar 2023).

The minimum initial investment amount for the Colonial FirstChoice Pension - Ausbil Australian Active Equity managed fund is $20,000. Minimum additional investment is $0.