Colonial FirstChoice Wholesale Pension - Franklin Temp Wholesale Multi-sector Bond - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ }} as their benchmark.

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Benchmark ({{ }})
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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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Average of peers ({{ fund.benchmark.peers.peerCount }})
NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

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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 -0.85 -6.76 -5.38 -10.32 -5.36 -3.19 - -
Growth return -0.85 -6.76 -5.38 -10.32 -5.36 -3.19 - -
Income return 0 0 0 0 0 0 - -
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 0.29 0 1.51 4.94 6.93 5.15 4.51 5.71
As as 30 Apr 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Pension - Franklin Temp Wholesale Multi-sector Bond
Fixed Interest
Australian Equities
International Equities
Average Allocation of Peers
Fixed Interest
Australian Equities
International Equities

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Pension - Franklin Temp Wholesale Multi-sector Bond
Colonial First State Investments Limited
Multi-Strategy Income
starstar (as at 30 Apr 2020)
Allocated Pension
18 May 2015
$17.16 million (as at 30 Apr 2020)
$0.9486 (as at 28 May 2020)
$0.9448 (as at 28 May 2020)
Fund Objective
To maximise total investment return consisting of interest income, capital appreciation and currency gains by investing in global fixed income securities. Option aims to outperform the Barclays Multiverse Index hedged to Australian dollars over rolling five year periods before fees and taxes. The option does not seek to replicate the index and as a result the performance of the option may be materially different to the performance of the index.
Fund Strategy
The option generally invests in a portfolio of fixed income securities and debt obligations of government, government-related and corporate issuers worldwide. The option may also invest in securities linked to the assets or currencies of any country and purchases in foreign currency denominated fixed income securities and debt obligations. The option may invest in derivatives to manage risks in the portfolio, including to hedge currency risk, and to gain exposure to certain asset classes or currencies (including short exposures).
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 1.24% (as at 18 Nov 2019) (Estimated)
Minimum initial investment $20,000
Minimum additional investments
Minimum redemption amount

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 cannot 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.

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Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 10.14%
Intelligent Investor Equity Growth 6.84%
InvestSMART High Growth 6.60%
InvestSMART Growth 6.18%
InvestSMART Balanced 5.06%
InvestSMART Conservative 3.97%
Intelligent Investor Equity Income 3.65%
InvestSMART Interest Income 3.26%
InvestSMART Property and Infrastructure 2.90%
InvestSMART Hybrid Income 2.77%
Intelligent Investor Australian Small Companies Fund 2.11%