Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity - Managed Fund (Closed)

The objective of the Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity managed fund is To provide returns similar to the S&P/ASX 300 Accumulation Index, but with lower absolute volatility and superior downside protection, over the longer term. Limiting absolute risk has the potential to allow investors to compound wealth more efficiently and steadily than traditional capitalisation weighted indices. The option aims to perform in line with the S&P/ASX 300 Accumulation Index over rolling three-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity managed fund is The fund's investment strategy is based on building a diversified equity portfolio that aims to provide returns similar to those of the Australian equity market but with lower absolute volatility than the Australian market over the full market cycle. The fund aims to exploit the 'low volatility anomaly', the historical pattern in which higher volatility stocks have underperformed lower volatility stocks on a risk adjusted basis. The initial consideration is overall portfolio risk, in addition to the Acadian alpha model.

The APIR code of the Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity managed fund is FSF7618AU.

Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity’s total return last month was -6.29%. This was made up of a growth return of -6.29% and an income return of 0%. These returns were calculated as at 29 Feb 2020.

Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity’s total return for the last three months was -5.21%. This was made up of a growth return of -5.21% and an income return of 0%%. These returns were calculated as at 29 Feb 2020.

Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity’s one-year total return is 14.17%. This was made up of a growth return of 14.17% and an income return of 0%. These returns were calculated as at 29 Feb 2020.

Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 29 Feb 2020.

The asset allocation of the Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity managed fund is :

The Responsible Entity for the Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Mar 2020, the size of the Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity managed fund was $0 million.

The Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity managed fund has an inception date of 22 May 2017.

The current entry price of the Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity managed fund is $1.0024 per unit and the current exit price is $1.0024 per unit (as at 25 Mar 2020).

The current exit price of the Colonial FirstChoice Wholesale Pension - Acadian Wholesale Australian Managed Volume Equity managed fund is $1.0024 per unit and the current entry price is $1.0024 per unit (as at 25 Mar 2020).

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