Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities - Managed Fund

The objective of the Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities managed fund is Seeks to generate positive returns from global fixed-income with a focus on downside risk and providing diversification from equity markets. The option seeks to outperform the Bloomberg AusBond Bank Bill Index over rolling three year periods before fees and taxes.

The strategy of the Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities managed fund is To maximise total return and provide income through investment primarily in a portfolio of fixed income securities which may include, but is not limited to, transferable debt securities of governments and their agencies, supranational organisations, corporations and banks as well as mortgage-backed and asset-backed securities. There are no restrictions on the sectors or countries in which bond issuers are located. The option may make extensive use of Derivatives and may hedge currency exposure.

The APIR code of the Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities managed fund is FSF0528AU.

Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities’s total return last month was 1.86%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities’s total return for the last three months was 3.64%. This was made up of a growth return of 3.64% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities’s one-year total return is 5.46%. This was made up of a growth return of 5.46% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities’s one-year total return is 6.63%. This was made up of a growth return of 6.63% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities managed fund is :

The Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Dec 2023, the size of the Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities managed fund was $152.84 million.

The Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities managed fund is $4.3119 per unit and the current exit price is $4.3033 per unit (as at 19 Apr 2024).

The current exit price of the Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities managed fund is $4.3033 per unit and the current entry price is $4.3119 per unit (as at 19 Apr 2024).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - AB Managed Volatility Equities managed fund is $20,000.