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

The objective of the Colonial FirstChoice Pension - Perpetual Balanced Growth managed fund is To provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments. The option aims to outperform CPI + 5% pa (before fees and taxes) over at least five-year periods The option aims to outperform its composite benchmark over rolling three-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Pension - Perpetual Balanced Growth managed fund is Perpetual invests in a diverse mix of assets focusing on Australian and global shares. 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, taking into account currency exposure arising from underlying investments. Currency management is used to either hedge currency for an existing position or create an exposure to a foreign currency. Foreign currency exposure is limited to 50% of the gross asset value of the option.

The APIR code of the Colonial FirstChoice Pension - Perpetual Balanced Growth managed fund is FSF0353AU.

Colonial FirstChoice Pension - Perpetual Balanced Growth’s total return last month was -0.69%. This was made up of a growth return of -0.69% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Perpetual Balanced Growth’s total return for the last three months was -0.49%. This was made up of a growth return of -0.49% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Perpetual Balanced Growth’s one-year total return is 2.43%. This was made up of a growth return of 2.43% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Perpetual Balanced Growth’s one-year total return is 6.63%. This was made up of a growth return of 6.63% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

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

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

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Perpetual Balanced Growth managed fund was $29.96 million.

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

The current entry price of the Colonial FirstChoice Pension - Perpetual Balanced Growth managed fund is $3.3089 per unit and the current exit price is $3.2924 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Perpetual Balanced Growth managed fund is $3.2924 per unit and the current entry price is $3.3089 per unit (as at 17 Mar 2023).

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