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 | -6.98% | -4.26% | 0.65% | -10.11% | -0.77% | 5.46% | -4.49% | -% |
| Growth return | -6.98% | -4.26% | 0.65% | -10.11% | -0.77% | 5.46% | -4.49% | -% |
| Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | -% |
|
Market index (S&P/ASX 200 TR AUD)
|
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| Total return | 1.78% | 0.36% | 3.06% | 7.37% | 11.2% | 9.81% | 10.21% | 10.12% |
| Type | Description |
| Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares | |
| Closed | |
| FSF0801AU | |
| Equity Australia Large Blend | |
| Superannuation Fund | |
| 3 Mar 2006 | |
| n/a | |
| $0.9779 (as at 8 Jun 2012) | |
| $0.9779 (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 Aug 2023) | Type | % of Portfolio |
| Medibank Private Ltd | Equity | 5.01% |
| Login now to view the complete list of holdings. | ||
The objective of the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund is The option aims to achieve returns that exceed the S&P/ASX 300 Accumulation Index over rolling five-year periods before fees and taxes.
The strategy of the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund is The option invests mainly in Australian Securities Exchange (ASX) listed shares but may also invest in global developed market shares (maximum limit of 20%) and cash. The option implements a managed volatility equities strategy that aims to reduce volatility by identifying, and investing in, high quality listed equity securities that have reasonable valuations, high quality cash flows and relatively stable share prices.
The APIR code of the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund is FSF0801AU.
Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares’s total return last month was -6.98%. This was made up of a growth return of -6.98% and an income return of 0%. These returns were calculated as at 31 May 2012.
Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares’s total return for the last three months was -4.26%. This was made up of a growth return of -4.26% and an income return of 0%%. These returns were calculated as at 31 May 2012.
Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares’s one-year total return is -10.11%. This was made up of a growth return of -10.11% and an income return of 0%. These returns were calculated as at 31 May 2012.
Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares’s one-year total return is 5.46%. This was made up of a growth return of 5.46% and an income return of 0%. These returns were calculated as at 31 May 2012.
The asset allocation of the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund is :
The Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.
As at 30 Jun 2015, the size of the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund was $ million.
The Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund has an inception date of 3 Mar 2006.
The current entry price of the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund is $0.9779 per unit and the current exit price is $0.9779 per unit (as at 8 Jun 2012).
The current exit price of the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares managed fund is $0.9779 per unit and the current entry price is $0.9779 per unit (as at 8 Jun 2012).
The minimum initial investment amount for the Colonial FirstChoice Employer Super - FirstChoice Boutique Australian Shares 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.