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 | 1.47% | 4.29% | 5.7% | 10.39% | 11.47% | 9.81% | 8.53% | 6.7% |
Growth return | 1.47% | 4.29% | 5.7% | 10.39% | 11.47% | 9.81% | 8.53% | 6.7% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
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Total return | 1.42% | 4.1% | 5.63% | 9.6% | 10.37% | 9.02% | 6.33% | 6.31% |
Type | Description |
Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate | |
FSF1704AU | |
Multisector Balanced | |
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|
Superannuation Fund | |
18 May 2015 | |
$18.01 million (as at 31 Aug 2025) | |
$1.8709 (as at 10 Sep 2025) | |
$1.8672 (as at 10 Sep 2025) | |
Open |
Type | Description |
MER | 0.35% (as at 28 Aug 2025) |
Indirect Cost Ratio (ICR) | 0.35% (as at 30 Jun 2025) |
Performance fee (not included in ICR) | Not Available |
Minimum initial investment | |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 28 Feb 2025) | Type | % of Portfolio |
Commonwealth Bank of Australia | Equity | 1.92% |
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The objective of the Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate managed fund is To provide a balance of income and capital growth over the medium-to-long term. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.
The strategy of the Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate managed fund is The option allocates 60% of investments to growth assets such as shares and property and infrastructure securities to provide potential for capital growth. The shares component is managed using an approach aiming to deliver long term returns above that of market capitalisation indices. The property and infrastructure components are managed to closely match the returns of relevant market capitalisation indices.
The APIR code of the Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate managed fund is FSF1704AU.
Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate’s total return last month was 1.47%. This was made up of a growth return of 1.47% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate’s total return for the last three months was 4.29%. This was made up of a growth return of 4.29% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.
Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate’s one-year total return is 10.39%. This was made up of a growth return of 10.39% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate’s one-year total return is 9.81%. This was made up of a growth return of 9.81% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate managed fund is :
The Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate managed fund belongs to the Multisector Balanced sector/asset class.
As at 31 Aug 2025, the size of the Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate managed fund was $18.01 million.
The Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate managed fund has an inception date of 18 May 2015.
The current entry price of the Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate managed fund is $1.8709 per unit and the current exit price is $1.8672 per unit (as at 10 Sep 2025).
The current exit price of the Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate managed fund is $1.8672 per unit and the current entry price is $1.8709 per unit (as at 10 Sep 2025).
The minimum initial investment amount for the Colonial FirstChoice Employer Super - Colonial Enhanced Index Moderate 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.