Morningstar Fund Report
CFS FC ESup-FirstChoice Lifestage1980-84
Performance
31 Mar 2021
Growth of $10,000

Fund: CFS FC ESup-FirstChoice Lifestage1980-84

Index: Morningstar Aus Msec Aggressive TR AUD

Category: Multisector Life Stages – 1980s
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Mar-21 | |
---|---|---|---|---|
Fund | 9.23 | 7.69 | -6.97 | 18.33 |
+/- Cat | -0.63 | 0.53 | -4.46 | 1.98 |
+/- Index | -3.50 | -3.51 | -6.11 | 2.95 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 3.36 | 0.53 | -0.16 | 2 / 16 |
3 Month | 5.99 | 1.23 | 1.55 | 1 / 16 |
1 Year | 28.15 | 2.43 | 1.54 | 3 / 16 |
3 Year | 7.06 | -1.13 | -3.49 | 16 / 16 |
5 Year | 8.60 | -0.14 | -2.16 | 8 / 8 |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 11.95 | 10.97 | 12.6 |
Sharpe Ratio | 0.55 | 0.68 | 0.78 |
R-Squared | 92.96 | 96.23 | -- |
Beta | 0.92 | 0.86 | -- |
Alpha | -2.47 | -0.95 | -- |
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 Mar 2021) |
1,666.44 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Mar 2021
Domestic Equity | 36.956 |
International Equity | 41.835 |
Listed Property | 7.747 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 1.721 |
International Fixed Interest | 1.847 |
Cash | 2.207 |
Other | 7.688 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 15 Apr 2021
APIR Code | FSF1386AU |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Life Stages – 1980s |
Entry Price $ | 1.8939 |
Exit Price $ | 1.8901 |
Exit Price 1 Week Change $ |
0.0093 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | 0.2008 |
Annual
ICR pa (30 Jun 2020) | 0.9800 |
Max Management Fee pa![]() |
0.48% |
Max Admin Fee pa![]() |
0.30% |
Performance Fee pa (30 Jun 2020) |
0.00% |
Max Brokerage | 0.0000 |