Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 3.51 0.45 1.85 -1.38 2.93 7.95 5.58 7.96
Growth return 3.51 0.45 1.85 -1.38 2.93 7.95 5.58 7.96
Income return 0 0 0 0 0 0 0 0
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87 5.67 9.66 13.17 16.48 15.02 12.89 11.13
As as 30 Sep 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged
International Equities
99.77%
Cash
0.23%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
96.50%
Cash
1.07%
Australian Equities
0.09%
Property
0.07%
Fixed Interest
0%
Alternatives
2.26%

General Information

Fund Details
Type Description
Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged
Colonial First State Investments Limited
FSF0995AU
Equity World - Currency Hedged
starstar (as at 30 Sep 2019)
Superannuation Fund
17 Nov 2008
$8.78 million (as at 30 Sep 2019)
$2.7198 (as at 16 Oct 2019)
$2.7117 (as at 16 Oct 2019)
Fund Objective
To provide capital and income growth by investing in global shares and outperforming the MSCI All Country World (ex Australia) Index, hedged to Australian dollars over rolling five-year periods before fees and taxes.
Fund Strategy
Realindex selects and weights companies by fundamental measures of company size such as sales, cash flow, book value and dividends. The portfolio is further enhanced by applying additional factors such as quality and near term value. This option aims to hedge currency risk. Realindex portfolios provide the benefits associated with traditional index funds, including lower cost, lower turnover, diversification and liquidity.
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 1.69% (as at 30 Jun 2019) (Estimated)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 May 2013)

Holding (as at 31 May 2013) Type % of Portfolio
Exxon Mobil Corporation Equity 1.41%
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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART cannot make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%