InvestSMART

Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short - Managed Fund

Fund Objective
Acadian's investment approach employs structured stock and peer group valuation models, which are designed to capture a broad range of relevant characteristics such as value, earnings growth and price-related factors. Undervalued stocks will be purchased and overvalued stocks will be selectively short sold. The option will generally maintain a gross long exposure of 130% and a gross short exposure of 30% (130/30).
Fund Strategy
Acadian's investment approach employs structured stock and peer group valuation models, which are designed to capture a broad range of relevant characteristics such as value, earnings growth and price-related factors. Undervalued stocks will be purchased and overvalued stocks will be selectively short sold. The option will generally maintain a gross long exposure of 130% and a gross short exposure of 30% (130/30).

Fund Performance Comparison

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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -2.38% -1.39% 2.94% 1.75% 11.05% 21.02% 23.74% 14.77%
Growth return -1.04% -2.7% 1.22% 1.16% 7.39% 18.71% 23.02% 15%
Income return -1.34% 1.31% 1.72% 0.59% 3.66% 2.31% 0.72% -0.23%
Market index (MSCI World Ex Australia NR AUD)
Total return -0.9% 2.55% 8.85% 12.53% 21.5% 22.08% 15.57% 13.23%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short
Australian Equities
1.27%
International Equities
97.14%
Cash
1.59%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
11.32%
International Equities
86.56%
Cash
1.60%
Property & Infrastructure
0.24%
Fixed Interest
-0.01%
Alternatives
0.29%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short
Colonial First State Investments Limited
FSF0868AU
Equity World Large Value
starstarstarstarstar (as at 31 Jan 2026)
Superannuation Fund
2 May 2007
$195327143 million (as at 31 Dec 2025)
$5.1859 (as at 6 Feb 2026)
$5.1755 (as at 6 Feb 2026)
Open
Offer information
Type Description
MER 1.33% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR) 1.34% (as at 30 Jun 2025)
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025) Type % of Portfolio
NVIDIA Corp Equity 6.44%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short

The objective of the Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short managed fund is Acadian's investment approach employs structured stock and peer group valuation models, which are designed to capture a broad range of relevant characteristics such as value, earnings growth and price-related factors. Undervalued stocks will be purchased and overvalued stocks will be selectively short sold. The option will generally maintain a gross long exposure of 130% and a gross short exposure of 30% (130/30).

The strategy of the Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short managed fund is Acadian's investment approach employs structured stock and peer group valuation models, which are designed to capture a broad range of relevant characteristics such as value, earnings growth and price-related factors. Undervalued stocks will be purchased and overvalued stocks will be selectively short sold. The option will generally maintain a gross long exposure of 130% and a gross short exposure of 30% (130/30).

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short managed fund is FSF0868AU.

Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short’s total return last month was -2.38%. This was made up of a growth return of -1.04% and an income return of -1.34%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short’s total return for the last three months was -1.39%. This was made up of a growth return of -2.7% and an income return of 1.31%%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short’s one-year total return is 1.75%. This was made up of a growth return of 1.16% and an income return of 0.59%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short’s one-year total return is 21.02%. This was made up of a growth return of 18.71% and an income return of 2.31%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short managed fund is :

Australian Equities
1.27%
International Equities
97.14%
Cash
1.59%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short managed fund belongs to the Equity World Large Value sector/asset class.

As at 31 Dec 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short managed fund was $195327143 million.

The Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short managed fund has an inception date of 2 May 2007.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short managed fund is $5.1859 per unit and the current exit price is $5.1755 per unit (as at 6 Feb 2026).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short managed fund is $5.1755 per unit and the current entry price is $5.1859 per unit (as at 6 Feb 2026).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Acadian Global Equity Long/Short managed fund is $20,000.

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.