Colonial FirstChoice Pension - FirstChoice Moderate - Managed Fund (Closed)

The objective of the Colonial FirstChoice Pension - FirstChoice Moderate managed fund is To provide a balance of income and capital growth over the medium-to-long term. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Pension - FirstChoice Moderate managed fund is To allocate 60% of investments to growth assets such as shares; property and infrastructure securities and 40% to defensive assets such as fixed interest and cash. In order to provide additional diversification; the portfolio is allocated across a number of leading investment managers.

The APIR code of the Colonial FirstChoice Pension - FirstChoice Moderate managed fund is FSF0318AU.

Colonial FirstChoice Pension - FirstChoice Moderate’s total return last month was -0.96%. This was made up of a growth return of -0.96% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - FirstChoice Moderate’s total return for the last three months was 0.43%. This was made up of a growth return of 0.43% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - FirstChoice Moderate’s one-year total return is -1.58%. This was made up of a growth return of -1.58% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - FirstChoice Moderate’s one-year total return is 3.34%. This was made up of a growth return of 3.34% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Colonial FirstChoice Pension - FirstChoice Moderate managed fund is :

The Responsible Entity for the Colonial FirstChoice Pension - FirstChoice Moderate managed fund is Colonial First State Investments Limited.

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

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - FirstChoice Moderate managed fund was $170.35 million.

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

The current entry price of the Colonial FirstChoice Pension - FirstChoice Moderate managed fund is $3.3062 per unit and the current exit price is $3.2963 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - FirstChoice Moderate managed fund is $3.2963 per unit and the current entry price is $3.3062 per unit (as at 17 Mar 2023).

The minimum initial investment amount for the Colonial FirstChoice Pension - FirstChoice Moderate managed fund is $0. Minimum additional investment is $0.