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  5. Colonial FirstChoice Wholesale Personal Super - Colonial Alternative - Managed fund profile

Colonial FirstChoice Wholesale Personal Super - Colonial Alternative - Managed Fund

Fund Performance Comparison

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Fees Comparison

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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 1.93% 7.28% 6.32% 13.45% 6.08% 4.5% 4.74% -%
Growth return 1.93% 7.28% 6.32% 13.45% 6.08% 4.5% 4.74% -%
Income return 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 Personal Super - Colonial Alternative
Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Average Allocation of Peers
Alternatives
19.95%
Australian Equities
5.98%
International Equities
9.98%
Cash
46.42%
Property
2.07%
Fixed Interest
15.60%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Colonial Alternative
FSF1634AU
Alternative - Multistrategy
Not Rated
Superannuation Fund
19 May 2014
$12.16 million (as at 29 Feb 2024)
$1.3928 (as at 16 Apr 2024)
$1.39 (as at 16 Apr 2024)
Closed
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 1.80% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0.45
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 31 Oct 2023)

Holding (as at 31 Oct 2023) Type % of Portfolio
S&P500 Emini Fut Dec23 Equity Index - Future 18.70%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - Colonial Alternative

The objective of the Colonial FirstChoice Wholesale Personal Super - Colonial Alternative managed fund is

The strategy of the Colonial FirstChoice Wholesale Personal Super - Colonial Alternative managed fund is

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Colonial Alternative managed fund is FSF1634AU.

Colonial FirstChoice Wholesale Personal Super - Colonial Alternative’s total return last month was 1.93%. This was made up of a growth return of 1.93% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Personal Super - Colonial Alternative’s total return for the last three months was 7.28%. This was made up of a growth return of 7.28% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Personal Super - Colonial Alternative’s one-year total return is 13.45%. This was made up of a growth return of 13.45% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Personal Super - Colonial Alternative’s one-year total return is 4.5%. This was made up of a growth return of 4.5% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Colonial Alternative managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

The Colonial FirstChoice Wholesale Personal Super - Colonial Alternative managed fund belongs to the Alternative - Multistrategy sector/asset class.

As at 29 Feb 2024, the size of the Colonial FirstChoice Wholesale Personal Super - Colonial Alternative managed fund was $12.16 million.

The Colonial FirstChoice Wholesale Personal Super - Colonial Alternative managed fund has an inception date of 19 May 2014.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Colonial Alternative managed fund is $1.3928 per unit and the current exit price is $1.39 per unit (as at 16 Apr 2024).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Colonial Alternative managed fund is $1.39 per unit and the current entry price is $1.3928 per unit (as at 16 Apr 2024).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Colonial Alternative managed fund is $20,000.

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.