Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability - Managed Fund (Closed)

The objective of the Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability managed fund is To achieve long-term capital appreciation by investing in companies that contribute to; and benefit from; sustainable development. The option aims to exceed the MSCI All Country World Index over rolling five-year periods before fees and taxes. The option is actively managed and the benchmark does not limit or constrain portfolio construction.

The strategy of the Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability managed fund is The option aims to achieve its investment objective by investing in a diversified portfolio of equity or equity-related securities of larger capitalisation companies which are listed in; traded or dealt on any of the regulated markets worldwide. Stewart Investors considers a company contributes to; and benefits from; sustainable development if its activities lead to positive social outcomes and may lead to positive environmental outcomes.

The APIR code of the Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability managed fund is FSF0494AU.

Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability’s total return last month was -4.42%. This was made up of a growth return of -4.42% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability’s total return for the last three months was 7.44%. This was made up of a growth return of 7.44% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability’s one-year total return is 27.5%. This was made up of a growth return of 27.5% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability’s one-year total return is 12.92%. This was made up of a growth return of 12.92% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability managed fund is :

The Responsible Entity for the Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability managed fund is Colonial First State Investments Limited.

The Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability managed fund belongs to the Equity World Large Growth sector/asset class.

As at 30 Sep 2021, the size of the Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability managed fund was $2.39 million.

The Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability managed fund has an inception date of 15 Mar 1999.

The current entry price of the Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability managed fund is $2.3323 per unit and the current exit price is $2.3277 per unit (as at 1 Oct 2021).

The current exit price of the Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability managed fund is $2.3277 per unit and the current entry price is $2.3323 per unit (as at 1 Oct 2021).

The minimum initial investment amount for the Colonial Personal Pension Plan - Stewart Investment Ww Leaders Sustainability managed fund is $0. Minimum additional investment is $0.