Colonial FirstChoice Pension - Schroder Australian Equity - Managed Fund (Closed)

The objective of the Colonial FirstChoice Pension - Schroder Australian Equity managed fund is To outperform the S&P/ASX 200 Accumulation Index over rolling three-year periods before fees and taxes by investing in a broad range of companies from Australia and New Zealand.

The strategy of the Colonial FirstChoice Pension - Schroder Australian Equity managed fund is The option is an actively managed core Australian equity portfolio with a focus on investing in quality stocks predominantly in Australia characterised by strong returns on capital with a sustainable competitive advantage. The option draws on Schroders' deep research capabilities; with a long term focus on investing; it is suitable as a core portfolio holding over the medium to long term.

The APIR code of the Colonial FirstChoice Pension - Schroder Australian Equity managed fund is FSF0334AU.

Colonial FirstChoice Pension - Schroder Australian Equity’s total return last month was -1.97%. This was made up of a growth return of -1.97% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Schroder Australian Equity’s total return for the last three months was 1.3%. This was made up of a growth return of 1.3% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Schroder Australian Equity’s one-year total return is 8.67%. This was made up of a growth return of 8.67% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Schroder Australian Equity’s one-year total return is 10.19%. This was made up of a growth return of 10.19% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

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

The Colonial FirstChoice Pension - Schroder Australian Equity managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Schroder Australian Equity managed fund was $23.4 million.

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

The current entry price of the Colonial FirstChoice Pension - Schroder Australian Equity managed fund is $5.5824 per unit and the current exit price is $5.5713 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Schroder Australian Equity managed fund is $5.5713 per unit and the current entry price is $5.5824 per unit (as at 17 Mar 2023).

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