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

The objective of the Colonial FirstChoice Personal Super - 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 Personal Super - 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 Personal Super - Stewart Investment Ww Leaders Sustainability managed fund is FSF0289AU.

Colonial FirstChoice Personal Super - Stewart Investment Ww Leaders Sustainability’s total return last month was -3.06%. This was made up of a growth return of -3.06% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Stewart Investment Ww Leaders Sustainability’s total return for the last three months was -8.85%. This was made up of a growth return of -8.85% and an income return of 0%%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Stewart Investment Ww Leaders Sustainability’s one-year total return is 3.02%. This was made up of a growth return of 3.02% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Stewart Investment Ww Leaders Sustainability’s one-year total return is 6.6%. This was made up of a growth return of 6.6% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

The asset allocation of the Colonial FirstChoice Personal Super - Stewart Investment Ww Leaders Sustainability managed fund is :

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

The Colonial FirstChoice Personal Super - Stewart Investment Ww Leaders Sustainability managed fund belongs to the Equity World Large Growth sector/asset class.

As at 30 Apr 2022, the size of the Colonial FirstChoice Personal Super - Stewart Investment Ww Leaders Sustainability managed fund was $16.5 million.

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

The current entry price of the Colonial FirstChoice Personal Super - Stewart Investment Ww Leaders Sustainability managed fund is $1.9346 per unit and the current exit price is $1.9307 per unit (as at 20 May 2022).

The current exit price of the Colonial FirstChoice Personal Super - Stewart Investment Ww Leaders Sustainability managed fund is $1.9307 per unit and the current entry price is $1.9346 per unit (as at 20 May 2022).

The minimum initial investment amount for the Colonial FirstChoice Personal Super - Stewart Investment Ww Leaders Sustainability managed fund is $20,000.