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FirstChoice Emp Super - Stewart Investors Worldwide Sustainability Select

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/106607-2023-11-18-02:22.pdf
FUND MANAGER Colonial First State Investments
ASX Code
APIR FSF5239AU
ASSET CLASS GLOBAL EQUITIES
INVESTMENT STYLE

The goal is to deliver strong risk-adjusted returns to clients over the long term. As a result, the team – with an absolute return mind-set – has recorded a substantial track record as a specialist Asian equity manager.

INVESTMENT PROFILE

To achieve long-term capital growth by investing in a diversified portfolio of equities that are listed, traded or dealt in on any of the Regulated Markets  worldwide. The option is not managed to a benchmark and may have exposure to developed markets or Emerging Markets whilst maintaining its geographical diversity. The option aims to exceed the MSCI All Country World Index over rolling five-year periods before fees and taxes.

CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 27-09-2019
BENCHMARK MSCI All Country World Net Index (100%)
FUND SIZE MSCI All Country World Net Index (100%)
DISTRIBUTION FREQUENCY Quarterly
NO. OF HOLDINGS
FEES 0.88% p.a.
STRUCTURE

Benefits

Benefits

Benefits of investing with FirstChoice Employer Super

FirstChoice Employer Super provides a super account that helps you reach your retirement goals.

We are committed to providing you with:

  • a competitively priced product - that gives you value for money
  • flexible insurance options - above and beyond the minimum legal requirements, with generous automatic acceptance limits and competitive premiums
  • a diverse investment menu - you can choose from a wide range of investment options.

 

Benefits of investing in a multi-manager portfolio

Ready-made portfolios

We construct the multi-manager portfolios for investors so they can have access to a range of ready-made portfolios of professionally selected investment managers.

Diversification

As each of the multi-manager portfolios combines a number of professionally selected investment managers in one investment portfolio, they provide you with a convenient way of diversifying across investment managers to manage your investment risk.

Risk level

Very High

RISK LEVEL High Risk/High Return
INVESTOR SUITABILITY

First State Stewart Asia is a long-term, conservative investor, with as much of a focus on capital preservation as capital growth.

Risks

Title
Detail

Key Features

How your super account works

FirstChoice Employer Super is an accumulation super fund. This means that each member has an account balance with money flowing in and out of the account.

When a contribution is made to your account, the contribution is used to purchase units in your chosen option. For example, if you make a contribution of $100 and the entry unit price for your chosen option is $1.00, then you will receive 100 units.

The value of your units may fluctuate due to the receipt of investment income and/or changes in the value of the underlying assets held in each option. The unit price you receive may also be affected by other factors, such as the payment of tax and other fund costs from the assets of the fund. Other costs that relate specifically to you, such as the payment of insurance premiums or an adviser service fee, may also be deducted from your account via the withdrawal of units. This means that your account balance can fluctuate on a daily basis depending on market movements, the costs of running the fund and any expenses that relate specifically to your account.

How is FirstChoice Employer Super structured?

When your contributions are invested in FirstChoice Employer Super, your money is combined with other investors' money in FirstChoice. Each FirstChoice investment option is a separate option within this superannuation fund. Each option invests in an underlying pool' which is managed according to the investment option's objectives. In most cases, we are the responsible entity for the underlying pools, which are managed by each investment manager through a mandate arrangement or, for FirstRate Saver, deposited with Commonwealth Bank of Australia.

Mandate

The investment strategy is founded on the principle of stewardship, allocating capital to good quality companies with sound growth prospects and strong management teams. The Manager believes that sustainability is a driver of investment returns over the long-term. The Manager seeks reasonably priced, good quality companies that are well positioned to contribute to, and benefit from, sustainable development in the countries in which they operate and invests with capital preservation in mind. The fund does not hedge currency risk.