InvestSMART

Colonial FirstChoice - Eiger Australian Small Companies - Managed Fund

Fund Objective
The option aims to outperform its S&P/ASX Small Ordinaries Accumulation Index over rolling five year periods (after fees and taxes).
Fund Strategy
The option is an actively managed, style unaware portfolio of small to medium companies. The Eiger team follow a disciplined and proven investment management approach which seeks to identify quality companies that can deliver over the medium term.

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 1.97% 12.24% 28.55% 20.19% 14.73% 13.62% -% -%
Growth return 1.95% 12.21% 26.53% 18.25% 13.79% 12.99% -% -%
Income return 0.02% 0.03% 2.02% 1.94% 0.94% 0.63% -% -%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return 3.44% 15.31% 25.25% 21.5% 20.14% 15.54% 9.27% 9.62%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice - Eiger Australian Small Companies
Australian Equities
76.59%
International Equities
16.27%
Cash
7.15%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
90.76%
International Equities
4.27%
Cash
4.13%
Property & Infrastructure
0.23%
Fixed Interest
0.01%
Alternatives
0.61%

General Information

Fund Details
Type Description
Colonial FirstChoice - Eiger Australian Small Companies
Colonial First State Investments Limited
FSF5097AU
Equity Australia Mid/Small Growth
starstarstar (as at 30 Sep 2025)
Investment Fund
13 Dec 2021
$4.08 million (as at 30 Sep 2025)
$1.0948 (as at 14 Oct 2025)
$1.0905 (as at 14 Oct 2025)
Open
Offer information
Type Description
MER 1.22% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 2.82% (as at 30 Jun 2025)
Performance fee (not included in ICR) 0.8

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Life360 Inc Chess Depository Interest Equity 6.97%
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FAQs about the Colonial FirstChoice - Eiger Australian Small Companies

The objective of the Colonial FirstChoice - Eiger Australian Small Companies managed fund is The option aims to outperform its S&P/ASX Small Ordinaries Accumulation Index over rolling five year periods (after fees and taxes).

The strategy of the Colonial FirstChoice - Eiger Australian Small Companies managed fund is The option is an actively managed, style unaware portfolio of small to medium companies. The Eiger team follow a disciplined and proven investment management approach which seeks to identify quality companies that can deliver over the medium term.

The APIR code of the Colonial FirstChoice - Eiger Australian Small Companies managed fund is FSF5097AU.

Colonial FirstChoice - Eiger Australian Small Companies’s total return last month was 1.97%. This was made up of a growth return of 1.95% and an income return of 0.02%. These returns were calculated as at 30 Sep 2025.

Colonial FirstChoice - Eiger Australian Small Companies’s total return for the last three months was 12.24%. This was made up of a growth return of 12.21% and an income return of 0.03%%. These returns were calculated as at 30 Sep 2025.

Colonial FirstChoice - Eiger Australian Small Companies’s one-year total return is 20.19%. This was made up of a growth return of 18.25% and an income return of 1.94%. These returns were calculated as at 30 Sep 2025.

Colonial FirstChoice - Eiger Australian Small Companies’s one-year total return is 13.62%. This was made up of a growth return of 12.99% and an income return of 0.63%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the Colonial FirstChoice - Eiger Australian Small Companies managed fund is :

Australian Equities
76.59%
International Equities
16.27%
Cash
7.15%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice - Eiger Australian Small Companies managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice - Eiger Australian Small Companies managed fund belongs to the Equity Australia Mid/Small Growth sector/asset class.

As at 30 Sep 2025, the size of the Colonial FirstChoice - Eiger Australian Small Companies managed fund was $4.08 million.

The Colonial FirstChoice - Eiger Australian Small Companies managed fund has an inception date of 13 Dec 2021.

The current entry price of the Colonial FirstChoice - Eiger Australian Small Companies managed fund is $1.0948 per unit and the current exit price is $1.0905 per unit (as at 14 Oct 2025).

The current exit price of the Colonial FirstChoice - Eiger Australian Small Companies managed fund is $1.0905 per unit and the current entry price is $1.0948 per unit (as at 14 Oct 2025).

The minimum initial investment amount for the Colonial FirstChoice - Eiger Australian Small Companies managed fund is $.

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.