InvestSMART

Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share - Managed Fund

Fund Objective
Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels; sound management; quality business; and recurring earnings. Derivatives may be used in managing the option.
Fund Strategy
Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels; sound management; quality business; and recurring earnings. Derivatives may be used in managing the option.

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.

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 -1.09% -3.35% -5.45% -0.63% 9.11% 8.96% 9.75% 7.76%
Growth return 0.35% -0.92% -6.74% 0.86% 7.3% 9.48% 9.4% 8.21%
Income return -1.44% -2.43% 1.29% -1.49% 1.81% -0.52% 0.35% -0.45%
Market index (S&P/ASX 200 TR AUD)
Total return 1.78% 0.36% 3.06% 7.37% 11.2% 9.81% 10.21% 10.12%
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 - Perpetual Industrial Share
Australian Equities
74.84%
International Equities
23.45%
Cash
1.72%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
95.80%
International Equities
4.26%
Cash
-1.06%
Property & Infrastructure
1.36%
Fixed Interest
-0.33%
Alternatives
-0.03%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share
Colonial First State Investments Limited
FSF0583AU
Equity Australia Large Value
starstarstar (as at 31 Jan 2026)
Superannuation Fund
12 Jul 2004
$333091325 million (as at 31 Dec 2025)
$5.5102 (as at 6 Feb 2026)
$5.4937 (as at 6 Feb 2026)
Open
Offer information
Type Description
MER 1.27% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR) 1.27% (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
Commonwealth Bank of Australia Equity 11.21%
Login now to view the complete list of holdings.
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One
How to Assess your Managed Fund: And How to Choose the Next One
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share

The objective of the Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share managed fund is Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels; sound management; quality business; and recurring earnings. Derivatives may be used in managing the option.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share managed fund is Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels; sound management; quality business; and recurring earnings. Derivatives may be used in managing the option.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share managed fund is FSF0583AU.

Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share’s total return last month was -1.09%. This was made up of a growth return of 0.35% and an income return of -1.44%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share’s total return for the last three months was -3.35%. This was made up of a growth return of -0.92% and an income return of -2.43%%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share’s one-year total return is -0.63%. This was made up of a growth return of 0.86% and an income return of -1.49%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share’s one-year total return is 8.96%. This was made up of a growth return of 9.48% and an income return of -0.52%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share managed fund is :

Australian Equities
74.84%
International Equities
23.45%
Cash
1.72%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share managed fund belongs to the Equity Australia Large Value sector/asset class.

As at 31 Dec 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share managed fund was $333091325 million.

The Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share managed fund is $5.5102 per unit and the current exit price is $5.4937 per unit (as at 6 Feb 2026).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share managed fund is $5.4937 per unit and the current entry price is $5.5102 per unit (as at 6 Feb 2026).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Perpetual Industrial Share 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.