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 | -3.11% | -2.89% | 1.82% | -13.39% | -8.97% | -4.23% | -14.27% | -% |
| Growth return | -3.11% | -2.89% | 1.82% | -13.39% | -8.97% | -4.23% | -14.27% | -% |
| Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | -% |
|
Market index (MSCI World Ex Australia NR AUD)
|
||||||||
| Total return | -0.9% | 2.55% | 8.85% | 12.53% | 21.5% | 22.08% | 15.57% | 13.23% |
| Type | Description |
| Colonial FirstChoice Employer Super - AXA Global Equity - Value | |
| Closed | |
| FSF0804AU | |
| Equity World Large Value | |
| Superannuation Fund | |
| 3 Mar 2006 | |
| n/a | |
| $0.4994 (as at 8 Jun 2012) | |
| $0.4994 (as at 8 Jun 2012) | |
| Finalised |
| Type | Description |
| MER | 0% (as at 28 Aug 2025) |
| Indirect Cost Ratio (ICR) - Estimated | 0% (as at 30 Jun 2025) (Estimated) |
| Performance fee (included in ICR) | 0 |
| Minimum initial investment | |
| Minimum additional investments | |
| Minimum redemption amount |
| Holding (as at 31 Dec 2025) | Type | % of Portfolio |
| Amazon.com Inc | Equity | 7.12% |
| Login now to view the complete list of holdings. | ||
The objective of the Colonial FirstChoice Employer Super - AXA Global Equity - Value managed fund is The option seeks to outperform the MSCI World Index by 2-3% after fees and taxes, over rolling five year periods through investment in a focused selection of equities on a global basis.
The strategy of the Colonial FirstChoice Employer Super - AXA Global Equity - Value managed fund is The option adopts a high conviction, long-only global share strategy which aims to: create shareholder wealth as a result of their intentional management strategy and/or business models, identify stocks that are priced at a significant discount to conservative estimates of cash-based, long-term intrinsic value, and demonstrate a reasonable investment 'margin of safety' in the analysis of these two attributes. This leads to the option having a style that is both valuation and quality focused. The option does not hedge currency risk.
The APIR code of the Colonial FirstChoice Employer Super - AXA Global Equity - Value managed fund is FSF0804AU.
Colonial FirstChoice Employer Super - AXA Global Equity - Value’s total return last month was -3.11%. This was made up of a growth return of -3.11% and an income return of 0%. These returns were calculated as at 31 May 2012.
Colonial FirstChoice Employer Super - AXA Global Equity - Value’s total return for the last three months was -2.89%. This was made up of a growth return of -2.89% and an income return of 0%%. These returns were calculated as at 31 May 2012.
Colonial FirstChoice Employer Super - AXA Global Equity - Value’s one-year total return is -13.39%. This was made up of a growth return of -13.39% and an income return of 0%. These returns were calculated as at 31 May 2012.
Colonial FirstChoice Employer Super - AXA Global Equity - Value’s one-year total return is -4.23%. This was made up of a growth return of -4.23% and an income return of 0%. These returns were calculated as at 31 May 2012.
The asset allocation of the Colonial FirstChoice Employer Super - AXA Global Equity - Value managed fund is :
The Colonial FirstChoice Employer Super - AXA Global Equity - Value managed fund belongs to the Equity World Large Value sector/asset class.
As at 30 Jun 2015, the size of the Colonial FirstChoice Employer Super - AXA Global Equity - Value managed fund was $ million.
The Colonial FirstChoice Employer Super - AXA Global Equity - Value managed fund has an inception date of 3 Mar 2006.
The current entry price of the Colonial FirstChoice Employer Super - AXA Global Equity - Value managed fund is $0.4994 per unit and the current exit price is $0.4994 per unit (as at 8 Jun 2012).
The current exit price of the Colonial FirstChoice Employer Super - AXA Global Equity - Value managed fund is $0.4994 per unit and the current entry price is $0.4994 per unit (as at 8 Jun 2012).
The minimum initial investment amount for the Colonial FirstChoice Employer Super - AXA Global Equity - Value managed fund is $0. 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.