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  5. Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus - Managed fund profile

Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus - Managed Fund

Fund Performance Comparison

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Fees Comparison

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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 5.65% 13.41% 27.36% 25.92% 6.4% 8.92% 10.57% 11.6%
Growth return 5.65% 13.41% 27.36% 25.92% 6.4% 8.92% 10.57% 11.6%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.36% 1.07% 2.15% 4.21% 3.33% 2.23% 1.56% 1.82%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
5.98%
International Equities
9.98%
Cash
46.42%
Property
2.07%
Fixed Interest
15.60%
Alternatives
19.95%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus
FSF0947AU
Miscellaneous
Not Rated
Allocated Pension
19 May 2008
$3.88 million (as at 31 Dec 2023)
$3.4927 (as at 16 Apr 2024)
$3.479 (as at 16 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 2.27% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $20,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Nov 2023)

Holding (as at 30 Nov 2023) Type % of Portfolio
Loan Bond - Bank Loans 99.65%
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FAQs about the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus

The objective of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund is

The strategy of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund is

The APIR code of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund is FSF0947AU.

Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus’s total return last month was 5.65%. This was made up of a growth return of 5.65% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus’s total return for the last three months was 13.41%. This was made up of a growth return of 13.41% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus’s one-year total return is 25.92%. This was made up of a growth return of 25.92% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus’s one-year total return is 8.92%. This was made up of a growth return of 8.92% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund is :

Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund belongs to the Miscellaneous sector/asset class.

As at 31 Dec 2023, the size of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund was $3.88 million.

The Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund has an inception date of 19 May 2008.

The current entry price of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund is $3.4927 per unit and the current exit price is $3.479 per unit (as at 16 Apr 2024).

The current exit price of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund is $3.479 per unit and the current entry price is $3.4927 per unit (as at 16 Apr 2024).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund is $20,000. Minimum additional investment is $0.

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 can 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.