Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability - Managed Fund (Closed)

The objective of the Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability managed fund is To achieve long-term capital appreciation by investing in companies that contribute to, and benefit from, sustainable development. The option aims to exceed the MSCI All Country World Index over rolling five-year periods before fees and taxes. The option is actively managed and the benchmark doesn't limit or constrain portfolio construction.

The strategy of the Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability managed fund is The option will seek to invest in a diverse portfolio of equity securities which are listed, traded or dealt in on any of the regulated markets worldwide. The portfolio construction process does not take into account the constituents of the benchmark. The fund may have exposure to developed or emerging markets whilst maintaining its geographic diversity. The investment process will take account of sustainability themes and issues and requires positive engagement with companies in respect of these. The option does not hedge currency risk.

The APIR code of the Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability managed fund is FSF1710AU.

Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability’s total return last month was 2.31%. This was made up of a growth return of 2.31% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability’s total return for the last three months was 1.14%. This was made up of a growth return of 1.14% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability’s one-year total return is -4.31%. This was made up of a growth return of -4.31% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability’s one-year total return is 4.01%. This was made up of a growth return of 4.01% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability managed fund is :

The Responsible Entity for the Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability managed fund belongs to the Equity World Large Growth sector/asset class.

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability managed fund was $2.23 million.

The Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability managed fund has an inception date of 18 May 2015.

The current entry price of the Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability managed fund is $1.7331 per unit and the current exit price is $1.7296 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability managed fund is $1.7296 per unit and the current entry price is $1.7331 per unit (as at 17 Mar 2023).

The minimum initial investment amount for the Colonial FirstChoice Pension - Stewart Investment Worldwide Sustainability managed fund is $0. Minimum additional investment is $0.