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

The objective of the Colonial FirstChoice Pension - Stewart Investment Ww Leaders 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 does not limit or constrain portfolio construction.

The strategy of the Colonial FirstChoice Pension - Stewart Investment Ww Leaders Sustainability managed fund is The option aims to achieve its investment objective by investing in a diversified portfolio of equity or equity-related securities of larger capitalisation companies which are listed in; traded or dealt on any of the regulated markets worldwide. Stewart Investors considers a company contributes to; and benefits from; sustainable development if its activities lead to positive social outcomes and may lead to positive environmental outcomes.

The APIR code of the Colonial FirstChoice Pension - Stewart Investment Ww Leaders Sustainability managed fund is FSF0336AU.

Colonial FirstChoice Pension - Stewart Investment Ww Leaders Sustainability’s total return last month was 2.33%. This was made up of a growth return of 2.33% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Stewart Investment Ww Leaders Sustainability’s total return for the last three months was -0.01%. This was made up of a growth return of -0.01% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Stewart Investment Ww Leaders Sustainability’s one-year total return is 1.27%. This was made up of a growth return of 1.27% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Stewart Investment Ww Leaders Sustainability’s one-year total return is 7.7%. This was made up of a growth return of 7.7% 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 Ww Leaders Sustainability managed fund is :

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

The Colonial FirstChoice Pension - Stewart Investment Ww Leaders 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 Ww Leaders Sustainability managed fund was $1.83 million.

The Colonial FirstChoice Pension - Stewart Investment Ww Leaders Sustainability managed fund has an inception date of 13 May 2002.

The current entry price of the Colonial FirstChoice Pension - Stewart Investment Ww Leaders Sustainability managed fund is $2.4071 per unit and the current exit price is $2.4023 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Stewart Investment Ww Leaders Sustainability managed fund is $2.4023 per unit and the current entry price is $2.4071 per unit (as at 17 Mar 2023).

The minimum initial investment amount for the Colonial FirstChoice Pension - Stewart Investment Ww Leaders Sustainability managed fund is $20,000. Minimum additional investment is $0.