Colonial FirstChoice Pension - State Street Australian Equity - Managed Fund (Closed)

The objective of the Colonial FirstChoice Pension - State Street Australian Equity managed fund is To outperform the S&P/ASX 300 Accumulation Index over rolling five year periods before fees and taxes but with a lower standard deviation than its benchmark.

The strategy of the Colonial FirstChoice Pension - State Street Australian Equity managed fund is The option is a long only, benchmark unaware active strategy, which invests in listed Australian securities selected primarily from the S&P/ASX 300 Index. The strategy focuses on the manager's best investment ideas, investing in the highest conviction stocks which demonstrate strong returns as assessed by valuation, growth capability, strong cash flows, and high sustainable dividends. Equally important is the manager's assessment of risk, giving consideration for stock specific risks, and overall total portfolio risk.

The APIR code of the Colonial FirstChoice Pension - State Street Australian Equity managed fund is FSF0330AU.

Colonial FirstChoice Pension - State Street Australian Equity’s total return last month was -0.79%. This was made up of a growth return of -0.79% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - State Street Australian Equity’s total return for the last three months was 0.36%. This was made up of a growth return of 0.36% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - State Street Australian Equity’s one-year total return is 2.63%. This was made up of a growth return of 2.63% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - State Street Australian Equity’s one-year total return is 3.12%. This was made up of a growth return of 3.12% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

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

The Colonial FirstChoice Pension - State Street Australian Equity managed fund belongs to the Equity Australia Large Value sector/asset class.

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - State Street Australian Equity managed fund was $3.62 million.

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

The current entry price of the Colonial FirstChoice Pension - State Street Australian Equity managed fund is $3.884 per unit and the current exit price is $3.8801 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - State Street Australian Equity managed fund is $3.8801 per unit and the current entry price is $3.884 per unit (as at 17 Mar 2023).

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