Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 1.43% | 3.99% | 5.07% | 11.08% | 10.75% | 10.14% | 9.72% | 7.6% |
Growth return | 1.43% | 3.99% | 5.07% | 11.08% | 10.75% | 10.14% | 9.72% | 7.6% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
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Total return | 1.9% | 5.39% | 7.14% | 12.12% | 12.75% | 11.38% | 8.95% | 8.08% |
Type | Description |
AIA SPS - Colonial FirstChoice Multi-index Balanced | |
Colonial Mutual Superannuation Pty Ltd | |
PRU0465AU | |
Multisector Growth | |
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|
Superannuation Fund | |
12 Apr 2002 | |
$146.42 million (as at 30 Jun 2024) | |
n/a | |
$46.6124 (as at 29 Aug 2025) | |
Closed |
Type | Description |
Standard entry fee | 4% |
MER | 2.45% (as at 30 Nov 2024) |
Indirect Cost Ratio (ICR) | 0.49% (as at 30 Jun 2011) |
Minimum initial investment | $1,500.00 |
Minimum additional investments | $500.00 |
Minimum redemption amount |
The objective of the AIA SPS - Colonial FirstChoice Multi-index Balanced managed fund is To provide exposure to a range of sectors to achieve mostly capital growth with some income potential over the long-term.
The strategy of the AIA SPS - Colonial FirstChoice Multi-index Balanced managed fund is The allocation of investments across sectors for this diversified option is determined by analysis of economic factors which influence the business cycle, and by adjusting the weightings between growth and defensive sectors. Asset allocation ranges (with benchmarks in brackets): international equities 15-40% (25%), Australian equities 25-50% (40%), direct/listed property 0-15% (5%), international fixed interest 0-20% (5%), Australian fixed interest 10-35% (20%) and cash 0-20% (5%).
The APIR code of the AIA SPS - Colonial FirstChoice Multi-index Balanced managed fund is PRU0465AU.
AIA SPS - Colonial FirstChoice Multi-index Balanced’s total return last month was 1.43%. This was made up of a growth return of 1.43% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
AIA SPS - Colonial FirstChoice Multi-index Balanced’s total return for the last three months was 3.99%. This was made up of a growth return of 3.99% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.
AIA SPS - Colonial FirstChoice Multi-index Balanced’s one-year total return is 11.08%. This was made up of a growth return of 11.08% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
AIA SPS - Colonial FirstChoice Multi-index Balanced’s one-year total return is 10.14%. This was made up of a growth return of 10.14% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the AIA SPS - Colonial FirstChoice Multi-index Balanced managed fund is :
The Responsible Entity for the AIA SPS - Colonial FirstChoice Multi-index Balanced managed fund is Colonial Mutual Superannuation Pty Ltd.
The AIA SPS - Colonial FirstChoice Multi-index Balanced managed fund belongs to the Multisector Growth sector/asset class.
As at 30 Jun 2024, the size of the AIA SPS - Colonial FirstChoice Multi-index Balanced managed fund was $146.42 million.
The AIA SPS - Colonial FirstChoice Multi-index Balanced managed fund has an inception date of 12 Apr 2002.
The current entry price of the AIA SPS - Colonial FirstChoice Multi-index Balanced managed fund is $ per unit and the current exit price is $46.6124 per unit (as at 29 Aug 2025).
The current exit price of the AIA SPS - Colonial FirstChoice Multi-index Balanced managed fund is $46.6124 per unit and the current entry price is $ per unit (as at 29 Aug 2025).
The minimum initial investment amount for the AIA SPS - Colonial FirstChoice Multi-index Balanced managed fund is $1,500. Minimum additional investment is $500.
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.