InvestSMART

Colonial FirstChoice Employer Super - AZ Sestante Growth - Managed Fund

Fund Objective
To provide long-term capital growth by investing in growth assets. To deliver a return in excess of CPI plus 4.5% per annum over rolling five-year periods before fees and taxes.
Fund Strategy
The option's broad asset allocation is to be 80% exposed to growth assets such as shares; property and infrastructure securities and 20% to defensive assets such as fixed interest and cash. The actual asset allocation will vary from this; as the manager uses a tactical asset allocation approach to optimise expected risk and return outcomes for the portfolio. In order to provide additional diversification; the portfolio is allocated across a number of leading investment managers. The option may hedge its currency exposure.

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 0.3% 3.1% 7.35% 7.82% 12.35% 11.79% 7.68% -%
Growth return 0.3% 3.1% 7.35% 7.82% 12.35% 11.79% 7.68% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.75% 4.43% 10.73% 11.3% 14.85% 13.6% 9.39% 8.35%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Employer Super - AZ Sestante Growth
Australian Equities
30.61%
International Equities
50.35%
Cash
3.89%
Property & Infrastructure
4.89%
Fixed Interest
10.26%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.18%
International Equities
35.50%
Cash
5.95%
Property & Infrastructure
6.35%
Fixed Interest
21.03%
Alternatives
3.98%

General Information

Fund Details
Type Description
Colonial FirstChoice Employer Super - AZ Sestante Growth
FSF4191AU
Multisector Growth
starstarstar (as at 30 Sep 2025)
Superannuation Fund
22 May 2017
$1.98 million (as at 30 Sep 2025)
$1.6382 (as at 14 Oct 2025)
$1.635 (as at 14 Oct 2025)
Open
Offer information
Type Description
MER 0.56% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 0.56% (as at 30 Jun 2025)
Performance fee (not included in ICR) 0
Minimum initial investment $20,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Jan 2025)

Holding (as at 31 Jan 2025) Type % of Portfolio
Commonwealth Bank of Australia Equity 3.14%
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FAQs about the Colonial FirstChoice Employer Super - AZ Sestante Growth

The objective of the Colonial FirstChoice Employer Super - AZ Sestante Growth managed fund is To provide long-term capital growth by investing in growth assets. To deliver a return in excess of CPI plus 4.5% per annum over rolling five-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Employer Super - AZ Sestante Growth managed fund is The option's broad asset allocation is to be 80% exposed to growth assets such as shares; property and infrastructure securities and 20% to defensive assets such as fixed interest and cash. The actual asset allocation will vary from this; as the manager uses a tactical asset allocation approach to optimise expected risk and return outcomes for the portfolio. In order to provide additional diversification; the portfolio is allocated across a number of leading investment managers. The option may hedge its currency exposure.

The APIR code of the Colonial FirstChoice Employer Super - AZ Sestante Growth managed fund is FSF4191AU.

Colonial FirstChoice Employer Super - AZ Sestante Growth’s total return last month was 0.3%. This was made up of a growth return of 0.3% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Colonial FirstChoice Employer Super - AZ Sestante Growth’s total return for the last three months was 3.1%. This was made up of a growth return of 3.1% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.

Colonial FirstChoice Employer Super - AZ Sestante Growth’s one-year total return is 7.82%. This was made up of a growth return of 7.82% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Colonial FirstChoice Employer Super - AZ Sestante Growth’s one-year total return is 11.79%. This was made up of a growth return of 11.79% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the Colonial FirstChoice Employer Super - AZ Sestante Growth managed fund is :

Australian Equities
30.61%
International Equities
50.35%
Cash
3.89%
Property & Infrastructure
4.89%
Fixed Interest
10.26%
Alternatives
0%

The Colonial FirstChoice Employer Super - AZ Sestante Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Sep 2025, the size of the Colonial FirstChoice Employer Super - AZ Sestante Growth managed fund was $1.98 million.

The Colonial FirstChoice Employer Super - AZ Sestante Growth managed fund has an inception date of 22 May 2017.

The current entry price of the Colonial FirstChoice Employer Super - AZ Sestante Growth managed fund is $1.6382 per unit and the current exit price is $1.635 per unit (as at 14 Oct 2025).

The current exit price of the Colonial FirstChoice Employer Super - AZ Sestante Growth managed fund is $1.635 per unit and the current entry price is $1.6382 per unit (as at 14 Oct 2025).

The minimum initial investment amount for the Colonial FirstChoice Employer Super - AZ Sestante Growth 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.