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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Colonial FirstChoice Investments - Pendal Australian Share FSF0241AU starstarstar Equity Australia Large Blend 9.04% 14.46% 12.91%
Colonial FirstChoice Investments - Pendal Monthly Income Plus FSF0721AU starstarstar Multisector Conservative 2.81% 8.42% 5.82%
Colonial FirstChoice Investments - Pendal Property Investment FSF0250AU starstarstarstar Equity Australia Real Estate 13.90% 13.76% 14.64%
Colonial FirstChoice Investments - Perpetual Australian Share FSF1242AU starstarstar Equity Australia Large Value 8.17% 6.12% 8.46%
Colonial FirstChoice Investments - Perpetual Diversified Income FSF1248AU starstarstarstar Diversified Credit 1.24% 5.65% 6.27%
Colonial FirstChoice Investments - Perpetual Industrial Share FSF0235AU starstarstarstar Equity Australia Large Value 12.18% 17.90% 17.12%
Colonial FirstChoice Investments - PIMCO Australian Bond FSF0231AU starstarstar Bonds - Australia 2.81% 7.09% 4.20%
Colonial FirstChoice Investments - PIMCO Global Bond FSF1402AU starstarstar Bonds - Global 1.60% 5.26% 2.65%
Colonial FirstChoice Investments - PM Capital Enhanced Yield FSF0663AU starstarstar Diversified Credit 1.24% 5.27% 5.54%
Colonial FirstChoice Investments - PM Capital Global Companies FSF0813AU starstarstar Equity World Large Blend 7.78% 22.51% 23.10%
Colonial FirstChoice Investments - Royal London Conservative Global Share FSF0085AU starstarstarstar Equity World Large Blend 3.92% 13.28% 23.82%
Colonial FirstChoice Investments - RQI Australian Value FSF0980AU starstarstarstar Equity Australia Large Value 8.05% 14.57% 13.92%
Colonial FirstChoice Investments - RQI Global Value FSF0982AU starstarstarstar Equity World Large Value 3.39% 20.65% 19.78%
Colonial FirstChoice Investments - RQI Global Value Hedged FSF0983AU starstarstar Equity World - Currency Hedged 5.39% 13.90% 16.14%
Colonial FirstChoice Investments - Stewart Investment Ww Leaders Sustainability FSF0242AU starstarstar Equity World Large Growth 2.40% 12.81% 16.63%
Colonial FirstChoice Investments - T. Rowe Price Global Equity FSF0248AU starstarstar Equity World Large Growth 6.08% 12.92% 17.92%
Colonial FirstChoice Wholesale - RQI Australian Small Capital Value FSF1016AU starstarstarstar Equity Australia Mid/Small Value 6.70% 16.27% 13.38%
Colonial FirstChoice Wholesale - RQI Australian Value FSF1015AU starstarstarstarstar Equity Australia Large Value 8.06% 14.62% 13.96%
Colonial FirstChoice Wholesale - Select Balanced FSF0040AU starstarstar Multisector Balanced 4.45% 10.28% 9.03%
Colonial FirstChoice Wholesale - Select Conservative FSF0033AU starstarstarstar Multisector Moderate 3.23% 8.18% 6.92%
Colonial FirstChoice Wholesale - Select Diversified FSF0008AU starstarstar Multisector Growth 5.47% 11.92% 10.86%
Colonial FirstChoice Wholesale - Select High Growth FSF0498AU starstarstarstarstar Multisector Aggressive 8.00% 15.81% 16.57%
Colonial FirstChoice Wholesale - Stewart Investment WldWde Leaders Sstby PIM6160AU starstarstar Equity World Large Growth 2.69% 13.51% 17.85%
Colonial FirstChoice Wholesale - Wellington Global Small Companies FSF0484AU starstarstar Equity World Mid/Small 7.24% 15.55% 14.68%
Colonial FirstChoice Wholesale Investment - RQI Australian Small Capital Value FSF0981AU starstarstar Equity Australia Mid/Small Value 6.69% 16.27% 13.35%

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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.