Colonial FirstChoice Wholesale Personal Super - Colonial Wholesale Geared Global Property Securities - 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 1.87 9.43 0.65 12.31 8.47 7.64 15.28 6.01
Growth return 1.87 9.43 0.65 12.31 8.47 7.64 15.28 6.01
Income return 0 0 0 0 0 0 0 0
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66 -3.15 4.21 14.82 13.19 16.95 16.58 7.77
As as 30 Jun 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Property
95.88%
Cash
4.12%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Colonial Wholesale Geared Global Property Securities
Colonial First State Investments Limited
FSF0870AU
Equity Global Real Estate
starstar (as at 30 Jun 2018)
Superannuation Fund
30 Apr 2007
$11.4 million (as at 30 Jun 2018)
$0.8577 (as at 19 Jul 2018)
$0.8485 (as at 19 Jul 2018)
Fund Objective
To maximise total returns to the investor by borrowing to invest in a portfolio of property securities from around the world. The option aims to outperform the FTSE EPRA/NAREIT Developed Index hedged to Australian dollars over rolling seven-year periods before fees and taxes.
Fund Strategy
The option invests in property securities around the world. These investments may include commercial, retail and industrial and, to a lesser extent, car parks, hotels, leisure properties and other property-related investments. Each security is ranked within each region according to valuation and qualitative measures. The option utilises gearing to magnify returns from underlying investments. The option aims to hedge its currency exposure.
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.86% (as at 30 Jun 2017)
Performance fee (not included in ICR) 0
Minimum initial investment $1,500.00
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.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
Intelligent Investor Equity Income 12.36%
InvestSMART International Equities 11.46%
Intelligent Investor Equity Growth 11.28%
InvestSMART Australian Small Companies Fund 10.65%
InvestSMART Core Growth 7.81%
InvestSMART Diversified Property and Infrastructure 5.31%
InvestSMART Diversified Income 4.50%
InvestSMART Hybrid Income 3.81%
InvestSMART Interest Income 2.13%

* Returns p.a. since inception after investment & admin fees

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