InvestSMART

Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49 - Managed Fund

Fund Objective
To invest in a diverse range of assets that are expected to generate a mix of income and long-term capital growth with an emphasis on stable returns. The option may use derivatives with the objective of managing portfolio volatility. The portfolio aims to hedge currency risk except for part of the allocation to global shares (which may include emerging market shares).
Fund Strategy
To invest in a diverse range of assets that are expected to generate a mix of income and long-term capital growth with an emphasis on stable returns. The option may use derivatives with the objective of managing portfolio volatility. The portfolio aims to hedge currency risk except for part of the allocation to global shares (which may include emerging market shares).
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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 -0.48% 0.21% 5.68% 5.15% 7.24% 9.3% 5.21% 4.81%
Growth return -0.42% 0.4% 6.05% 5.69% 7.52% 9.48% 5.31% 4.86%
Income return -0.06% -0.19% -0.37% -0.54% -0.28% -0.18% -0.1% -0.05%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return -0.79% -0.87% 3.56% 2.54% 4.6% 6.97% 3.08% 4.17%
As at 30 Sep 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49
Australian Equities
17.02%
International Equities
32.73%
Cash
4.51%
Property & Infrastructure
0.08%
Fixed Interest
45.66%
Alternatives
0%
Average Allocation of Peers
Australian Equities
11.28%
International Equities
15.22%
Cash
12.25%
Property & Infrastructure
3.48%
Fixed Interest
52.34%
Alternatives
5.44%

General Information

Fund Details
Type Description
Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49
Colonial First State Investments Limited
FSF1379AU
Multisector Life Stages - 1940s and earlier
starstarstarstarstar (as at 30 Sep 2026)
Superannuation Fund
11 Jun 2013
$42.19 million (as at 30 Sep 2026)
$1.9543 (as at 15 Oct 2026)
$1.9504 (as at 15 Oct 2026)
Open
Offer information
Type Description
MER 0.59% (as at 23 May 2026)
Indirect Cost Ratio (ICR) 0.64% (as at 30 Jun 2025)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2026)

Holding (as at 30 Jun 2026) Type % of Portfolio
Aust 3yr Bond Fut Sep26 3.62%
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FAQs about the Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49

The objective of the Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49 managed fund is To invest in a diverse range of assets that are expected to generate a mix of income and long-term capital growth with an emphasis on stable returns. The option may use derivatives with the objective of managing portfolio volatility. The portfolio aims to hedge currency risk except for part of the allocation to global shares (which may include emerging market shares).

The strategy of the Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49 managed fund is To invest in a diverse range of assets that are expected to generate a mix of income and long-term capital growth with an emphasis on stable returns. The option may use derivatives with the objective of managing portfolio volatility. The portfolio aims to hedge currency risk except for part of the allocation to global shares (which may include emerging market shares).

The APIR code of the Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49 managed fund is FSF1379AU.

Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49’s total return last month was -0.48%. This was made up of a growth return of -0.42% and an income return of -0.06%. These returns were calculated as at 30 Sep 2026.

Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49’s total return for the last three months was 0.21%. This was made up of a growth return of 0.4% and an income return of -0.19%%. These returns were calculated as at 30 Sep 2026.

Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49’s one-year total return is 5.15%. This was made up of a growth return of 5.69% and an income return of -0.54%. These returns were calculated as at 30 Sep 2026.

Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49’s one-year total return is 9.3%. This was made up of a growth return of 9.48% and an income return of -0.18%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49 managed fund is :

Australian Equities
17.02%
International Equities
32.73%
Cash
4.51%
Property & Infrastructure
0.08%
Fixed Interest
45.66%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49 managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49 managed fund belongs to the Multisector Life Stages - 1940s and earlier sector/asset class.

As at 30 Sep 2026, the size of the Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49 managed fund was $42.19 million.

The Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49 managed fund has an inception date of 11 Jun 2013.

The current entry price of the Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49 managed fund is $1.9543 per unit and the current exit price is $1.9504 per unit (as at 15 Oct 2026).

The current exit price of the Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49 managed fund is $1.9504 per unit and the current entry price is $1.9543 per unit (as at 15 Oct 2026).

The minimum initial investment amount for the Colonial FirstChoice Employer Super - Colonial Lifestage 1945 - 49 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.