Colonial FirstChoice Pension - MFS Global Equity - Managed Fund (Closed)

The objective of the Colonial FirstChoice Pension - MFS Global Equity managed fund is To provide capital appreciation over the longer term by investing in a diversified portfolio of global shares (unhedged) and aims to outperform the MSCI World Index over rolling five-year periods, before fees and taxes.

The strategy of the Colonial FirstChoice Pension - MFS Global Equity managed fund is MFS' philosophy is based on the belief that companies with sustainable above-average growth and returns, and whose prospects are not reflected in their valuation, will outperform in the long run. The value of compounding high returns on capital and above-average growth rates over long time periods is often underestimated by the market. Through fundamental analysis, MFS seeks to identify enduring businesses, focusing on operational risks and the long-term potential for change.

The APIR code of the Colonial FirstChoice Pension - MFS Global Equity managed fund is FSF0341AU.

Colonial FirstChoice Pension - MFS Global Equity’s total return last month was 1.92%. This was made up of a growth return of 1.92% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - MFS Global Equity’s total return for the last three months was 0.7%. This was made up of a growth return of 0.7% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - MFS Global Equity’s one-year total return is 1.1%. This was made up of a growth return of 1.1% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - MFS Global Equity’s one-year total return is 6.51%. This was made up of a growth return of 6.51% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Colonial FirstChoice Pension - MFS Global Equity managed fund is :

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

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - MFS Global Equity managed fund was $20.24 million.

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

The current entry price of the Colonial FirstChoice Pension - MFS Global Equity managed fund is $2.0688 per unit and the current exit price is $2.0667 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - MFS Global Equity managed fund is $2.0667 per unit and the current entry price is $2.0688 per unit (as at 17 Mar 2023).

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