Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective - Managed Fund

The objective of the Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective managed fund is The Fund uses a systematic strategy, which seeks to produce superior risk-adjusted returns and aims to outperform the MSCI ACWI ex Australia Index. The strategy incorporates a diverse range of signals across multiple time horizons. These may include company fundamentals, relative valuation, fundamental momentum, market sentiment, liquidity provisioning and event-driven signals. The Fund does not hedge currency risk.

The strategy of the Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective managed fund is The Fund uses a systematic strategy, which seeks to produce superior risk-adjusted returns and aims to outperform the MSCI ACWI ex Australia Index. The strategy incorporates a diverse range of signals across multiple time horizons. These may include company fundamentals, relative valuation, fundamental momentum, market sentiment, liquidity provisioning and event-driven signals. The Fund does not hedge currency risk.

The APIR code of the Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective managed fund is FSF1728AU.

Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective’s total return last month was -4.58%. This was made up of a growth return of -4.5% and an income return of -0.08%. These returns were calculated as at 31 Mar 2026.

Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective’s total return for the last three months was -8.65%. This was made up of a growth return of -8.42% and an income return of -0.23%%. These returns were calculated as at 31 Mar 2026.

Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective’s one-year total return is 5.09%. This was made up of a growth return of 5.35% and an income return of -0.26%. These returns were calculated as at 31 Mar 2026.

Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective’s one-year total return is 6.26%. This was made up of a growth return of 6.34% and an income return of -0.08%. These returns were calculated as at 31 Mar 2026.

The asset allocation of the Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective managed fund is :

The Responsible Entity for the Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Mar 2026, the size of the Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective managed fund was $226.94 million.

The Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective managed fund has an inception date of 18 May 2015.

The current entry price of the Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective managed fund is $2.2184 per unit and the current exit price is $2.214 per unit (as at 16 Apr 2026).

The current exit price of the Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective managed fund is $2.214 per unit and the current entry price is $2.2184 per unit (as at 16 Apr 2026).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Capital Grp New Perspective managed fund is $20,000. Minimum additional investment is $0.