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About

Morningstar Fund Report

CFS FC ESup-FirstChoice Lifestage1950-54

Retail

Fund Report | Report generated 27 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: CFS FC ESup-FirstChoice Lifestage1950-54
Index
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category
Category: Multisector Life Stages – 1950s

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Dec-21
Fund 5.15 -1.00 9.21 1.88
+/- Cat -0.71 -0.71 -2.37 -0.72
+/- Index -3.90 -1.71 -4.87 -1.23

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.14 -0.17 -0.23 11 / 14
3 Month 1.27 -0.60 -0.87 13 / 14
1 Year 6.47 -1.53 -3.08 14 / 14
3 Year 5.68 -1.57 -3.96 14 / 14
5 Year 4.45 -1.08 -3.03 11 / 11

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 5.21 5.97 7.53
Sharpe Ratio 0.99 1.12 1.19
R-Squared 96.9 97.78 --
Beta 0.68 0.78 --
Alpha -0.98 -0.33 --

Fund Details

Fund Inception 11 Jun 2013
Responsible Entity Colonial First State Investments Limited
Fund Manager Colonial First State Investments Limited
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2021)
161.73
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2021

Domestic Equity 15.067
International Equity 20.047
Listed Property 3.098
Unlisted Property --
Domestic Fixed Interest 12.412
International Fixed Interest 10.140
Cash 23.281
Other 15.955

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 21 Jan 2022

APIR Code FSF1380AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.4939
Exit Price $ 1.4909
Exit Price
1 Week Change $
-0.0191

Morningstar Ratings

Overall 1
3 Year 1
5 Year 1
10 Year  

Prosective Fees & Costs

as at 13 Dec 2021

Total Cost Ratio (Prospective) --
Investment Management Fee 0.45%
Performance Fee Costs 0.00%
Administration Fees & Costs 0.00%
Buy Spread/Sell Spread 0.10% / 0.10%