Colonial FirstChoice Pension - Perpetual Diversified Growth - Managed Fund (Closed)

The objective of the Colonial FirstChoice Pension - Perpetual Diversified Growth managed fund is To provide long-term capital growth and regular income through investment in a diversified portfolio of growth and income assets. The option aims to outperform CPI + 4.5% pa (before fees and taxes) over at least three-year periods and to outperform its composite benchmark over rolling three-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Pension - Perpetual Diversified Growth managed fund is Perpetual invests in a diverse mix of assets. Tactical asset allocation strategies may be applied, involving adjusting its exposure to asset classes within the allocation ranges. Currency is managed at the Option level, accounting for currency exposure arising from underlying investments. Currency management is used to hedge currency for an existing position or create an exposure to a foreign currency. Exposure to foreign currency will be limited to 50% of the gross asset value of the option. Derivatives and exchange traded funds may be used.

The APIR code of the Colonial FirstChoice Pension - Perpetual Diversified Growth managed fund is FSF0347AU.

Colonial FirstChoice Pension - Perpetual Diversified Growth’s total return last month was -0.77%. This was made up of a growth return of -0.77% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Perpetual Diversified Growth’s total return for the last three months was -0.44%. This was made up of a growth return of -0.44% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Perpetual Diversified Growth’s one-year total return is 1%. This was made up of a growth return of 1% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Perpetual Diversified Growth’s one-year total return is 4.15%. This was made up of a growth return of 4.15% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Colonial FirstChoice Pension - Perpetual Diversified Growth managed fund is :

The Colonial FirstChoice Pension - Perpetual Diversified Growth managed fund belongs to the Multisector Balanced sector/asset class.

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Perpetual Diversified Growth managed fund was $9.83 million.

The Colonial FirstChoice Pension - Perpetual Diversified Growth managed fund has an inception date of 13 May 2002.

The current entry price of the Colonial FirstChoice Pension - Perpetual Diversified Growth managed fund is $2.8764 per unit and the current exit price is $2.862 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Perpetual Diversified Growth managed fund is $2.862 per unit and the current entry price is $2.8764 per unit (as at 17 Mar 2023).

The minimum initial investment amount for the Colonial FirstChoice Pension - Perpetual Diversified Growth managed fund is $20,000. Minimum additional investment is $0.