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  5. Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities - Managed fund profile

Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities - 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 0.83% 1.16% 4.46% 4.24% 2.34% 0.9% 1.19% 1.73%
Growth return 0.83% 1.16% 4.46% 4.24% 2.34% 0.9% 1.19% 1.73%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Bloomberg Global Aggregate TR Hdg AUD)
Total return 0.81% -0.31% 5.1% 2.53% -1.56% -2.38% -% 2.33%
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 - Macquarie Income Opportunities
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
0.33%
International Equities
0.10%
Cash
8.92%
Property
0.02%
Fixed Interest
90.16%
Alternatives
0.47%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities
FSF1040AU
Diversified Credit
star (as at 31 Mar 2024)
Superannuation Fund
1 Jun 2009
$291.5 million (as at 31 Dec 2023)
$1.5629 (as at 16 Apr 2024)
$1.5582 (as at 16 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 0.79% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $20,000
Minimum redemption amount

FAQs about the Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities

The objective of the Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities managed fund is

The strategy of the Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities managed fund is

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities managed fund is FSF1040AU.

Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities’s total return last month was 0.83%. This was made up of a growth return of 0.83% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities’s total return for the last three months was 1.16%. This was made up of a growth return of 1.16% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities’s one-year total return is 4.24%. This was made up of a growth return of 4.24% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities’s one-year total return is 0.9%. This was made up of a growth return of 0.9% 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 - Macquarie Income Opportunities managed fund is :

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

The Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities managed fund belongs to the Diversified Credit sector/asset class.

As at 31 Dec 2023, the size of the Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities managed fund was $291.5 million.

The Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities managed fund has an inception date of 1 Jun 2009.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities managed fund is $1.5629 per unit and the current exit price is $1.5582 per unit (as at 16 Apr 2024).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities managed fund is $1.5582 per unit and the current entry price is $1.5629 per unit (as at 16 Apr 2024).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Macquarie Income Opportunities 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.