Colonial FirstChoice - Antipodes Global - Managed Fund

Fund Objective

To achieve absolute returns in excess of the MSCI All Country World Index over rolling five year periods before fees and taxes at below market levels of risk.

Fund Strategy

Seeks to take advantage of the market's tendency for irrational extrapolation; identify investments offering a high margin of safety and build high conviction portfolios with a capital preservation focus. Invests in attractively valued companies listed on global share markets and typically have a net equity exposure of 50-100%. Long/short positions may be used where Antipodes sees attractive opportunities and to offset specific portfolio risks and provide protection from tail risk. Derivatives may also be used to amplify high conviction ideas.

Fund Performance Comparison

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Peers

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	3.45%	6.17%	15.04%	26.62%	21.43%	19.49%	13.25%	-%
Growth return	3.45%	6.17%	7.92%	15.82%	-%	12.14%	5.7%	-%
Income return	0%	0%	7.12%	10.8%	-%	7.35%	7.55%	-%
Market index (MSCI World Ex Australia NR AUD)
Total return	3.32%	6.34%	18.35%	22.32%	25.76%	20.9%	17.3%	12.82%

As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice - Antipodes Global
Responsible Entity	Colonial First State Investments Limited
APIR Code	FSF1816AU
Sector/Asset Class	Equity World Large Blend
Morningstar Rating	(as at 31 Oct 2025)
Legal Structure	Investment Fund
Fund Inception	14 May 2018
Fund Size	$23.07 million (as at 31 Oct 2025)
Entry Price	$1.2922 (as at 17 Nov 2025)
Exit Price	$1.2897 (as at 17 Nov 2025)
Fund Status	Open

Offer information

Type	Description
MER	1.51% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR)	1.51% (as at 30 Jun 2025)
Performance fee (not included in ICR)	0
Minimum initial investment	$20,000
Minimum additional investments

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025)	Type	% of Portfolio
Alphabet Inc Class A	Equity	4.42%
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FAQs about the Colonial FirstChoice - Antipodes Global

What is the objective of the Colonial FirstChoice - Antipodes Global managed fund?

The objective of the Colonial FirstChoice - Antipodes Global managed fund is To achieve absolute returns in excess of the MSCI All Country World Index over rolling five year periods before fees and taxes at below market levels of risk.

What is the strategy for the Colonial FirstChoice - Antipodes Global managed fund?

The strategy of the Colonial FirstChoice - Antipodes Global managed fund is Seeks to take advantage of the market's tendency for irrational extrapolation; identify investments offering a high margin of safety and build high conviction portfolios with a capital preservation focus. Invests in attractively valued companies listed on global share markets and typically have a net equity exposure of 50-100%. Long/short positions may be used where Antipodes sees attractive opportunities and to offset specific portfolio risks and provide protection from tail risk. Derivatives may also be used to amplify high conviction ideas.

What is the APIR code of the Colonial FirstChoice - Antipodes Global managed fund?

The APIR code of the Colonial FirstChoice - Antipodes Global managed fund is FSF1816AU.

What was Colonial FirstChoice - Antipodes Global’s total return last month?

Colonial FirstChoice - Antipodes Global’s total return last month was 3.45%. This was made up of a growth return of 3.45% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

What was Colonial FirstChoice - Antipodes Global’s total return for the last three months?

Colonial FirstChoice - Antipodes Global’s total return for the last three months was 6.17%. This was made up of a growth return of 6.17% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

What is Colonial FirstChoice - Antipodes Global’s one-year total return?

Colonial FirstChoice - Antipodes Global’s one-year total return is 26.62%. This was made up of a growth return of 15.82% and an income return of 10.8%. These returns were calculated as at 31 Oct 2025.

What is Colonial FirstChoice - Antipodes Global’s three-year total return?

Colonial FirstChoice - Antipodes Global’s one-year total return is 19.49%. This was made up of a growth return of 12.14% and an income return of 7.35%. These returns were calculated as at 31 Oct 2025.

What is the asset allocation of the Colonial FirstChoice - Antipodes Global managed fund?

The asset allocation of the Colonial FirstChoice - Antipodes Global managed fund is :

Australian Equities: -1.58%

International Equities: 94.89%

Cash: 11.21%

Fixed Interest: -4.59%

Alternatives: 0.06%

Property & Infrastructure: 0%

Who is the responsible Entity of the Colonial FirstChoice - Antipodes Global managed fund?

The Responsible Entity for the Colonial FirstChoice - Antipodes Global managed fund is Colonial First State Investments Limited.

What sector/asset class does the Colonial FirstChoice - Antipodes Global managed fund belong to?

The Colonial FirstChoice - Antipodes Global managed fund belongs to the Equity World Large Blend sector/asset class.

What is the size of the Colonial FirstChoice - Antipodes Global managed fund?

As at 31 Oct 2025, the size of the Colonial FirstChoice - Antipodes Global managed fund was $23.07 million.

What is the inception date of the Colonial FirstChoice - Antipodes Global managed fund?

The Colonial FirstChoice - Antipodes Global managed fund has an inception date of 14 May 2018.

What is the current entry price of the Colonial FirstChoice - Antipodes Global managed fund?

The current entry price of the Colonial FirstChoice - Antipodes Global managed fund is $1.2922 per unit and the current exit price is $1.2897 per unit (as at 17 Nov 2025).

What is the current exit price of the Colonial FirstChoice - Antipodes Global managed fund?

The current exit price of the Colonial FirstChoice - Antipodes Global managed fund is $1.2897 per unit and the current entry price is $1.2922 per unit (as at 17 Nov 2025).

What is the minimum investment amount for the Colonial FirstChoice - Antipodes Global managed fund?

The minimum initial investment amount for the Colonial FirstChoice - Antipodes Global managed fund is $20,000. Minimum additional investment is $0.

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.

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