InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities - Managed fund profile

Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities - Managed Fund

Fund Performance Comparison

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

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 8.14% 32.37% 50.54% 60.19% 20.01% 20.83% 23.59% 20.62%
Growth return 8.14% 32.37% 50.54% 60.19% 20.01% 20.83% 23.59% 20.62%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.02% 14.06% 20.11% 28.72% 15.87% 14.43% -% 13.43%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities
International Equities
100%
Australian Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
91.83%
Australian Equities
3.40%
Cash
2.94%
Property
1.81%
Fixed Interest
-0.04%
Alternatives
0.06%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities
FSF0862AU
Equity World Other
starstarstarstarstar (as at 30 Nov 2013)
Allocated Pension
30 Apr 2007
$18.93 million (as at 31 Dec 2023)
$4.7397 (as at 16 Apr 2024)
$4.7291 (as at 16 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 2.71% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $20,000
Minimum additional investments
Minimum redemption amount

FAQs about the Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities

The objective of the Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities managed fund is

The strategy of the Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities managed fund is

The APIR code of the Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities managed fund is FSF0862AU.

Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities’s total return last month was 8.14%. This was made up of a growth return of 8.14% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities’s total return for the last three months was 32.37%. This was made up of a growth return of 32.37% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities’s one-year total return is 60.19%. This was made up of a growth return of 60.19% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities’s one-year total return is 20.83%. This was made up of a growth return of 20.83% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities managed fund is :

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

The Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities managed fund belongs to the Equity World Other sector/asset class.

As at 31 Dec 2023, the size of the Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities managed fund was $18.93 million.

The Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities managed fund has an inception date of 30 Apr 2007.

The current entry price of the Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities managed fund is $4.7397 per unit and the current exit price is $4.7291 per unit (as at 16 Apr 2024).

The current exit price of the Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities managed fund is $4.7291 per unit and the current entry price is $4.7397 per unit (as at 16 Apr 2024).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Acadian Geared Sustainability Global Equities managed fund is $20,000. Minimum additional investment is $0.

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.