Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 - Managed Fund

Fund Objective

To achieve a return of CPI plus 1.5% per annum over rolling seven-year periods after fees and taxes.

Fund Strategy

To invest in a diverse range of assets that are expected to generate a mix of long-term capital growth and income. The strategy seeks to reduce volatility of returns; and over time the portfolio's exposure to assets with volatile returns will be reduced to provide greater short-term security. 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 Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

Average of peers ({{ fund.benchmark.peers.peerCount }})

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	1.17%	3.52%	8.85%	11.56%	13.56%	9.82%	7.15%	5.75%
Growth return	1.17%	3.52%	8.85%	11.56%	-%	9.82%	7.15%	5.75%
Income return	0%	0%	0%	0%	-%	0%	0%	0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	1.46%	4.16%	11.05%	13.41%	17.1%	12.49%	9.66%	8.09%

As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64

Australian Equities: 18.85%

International Equities: 31.98%

Cash: 5.70%

Property & Infrastructure: 3.69%

Fixed Interest: 34.21%

Alternatives: 5.56%

Average Allocation of Peers

Australian Equities: 27.23%

International Equities: 35.56%

Cash: 5.92%

Property & Infrastructure: 6.30%

Fixed Interest: 20.62%

Alternatives: 4.36%

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64
APIR Code	FSF1382AU
Sector/Asset Class	Multisector Life Stages ? 1960s
Morningstar Rating	(as at 31 Oct 2025)
Legal Structure	Superannuation Fund
Fund Inception	11 Jun 2013
Fund Size	$1029.12 million (as at 31 Oct 2025)
Entry Price	$2.1763 (as at 11 Nov 2025)
Exit Price	$2.172 (as at 11 Nov 2025)
Fund Status	Open

Offer information

Type	Description
MER	0.64% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR)	0.64% (as at 30 Jun 2025)
Performance fee (not included in ICR)	Not Available
Minimum initial investment

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025)	Type	% of Portfolio
Aust 3yr Bond Fut Dec24	Bond - Treasury Future	3.20%
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FAQs about the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64

What is the objective of the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund?

The objective of the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund is To achieve a return of CPI plus 1.5% per annum over rolling seven-year periods after fees and taxes.

What is the strategy for the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund?

The strategy of the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund is To invest in a diverse range of assets that are expected to generate a mix of long-term capital growth and income. The strategy seeks to reduce volatility of returns; and over time the portfolio's exposure to assets with volatile returns will be reduced to provide greater short-term security. 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).

What is the APIR code of the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund?

The APIR code of the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund is FSF1382AU.

What was Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64’s total return last month?

Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64’s total return last month was 1.17%. This was made up of a growth return of 1.17% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

What was Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64’s total return for the last three months?

Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64’s total return for the last three months was 3.52%. This was made up of a growth return of 3.52% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

What is Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64’s one-year total return?

Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64’s one-year total return is 11.56%. This was made up of a growth return of 11.56% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

What is Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64’s three-year total return?

Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64’s one-year total return is 9.82%. This was made up of a growth return of 9.82% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

What is the asset allocation of the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund?

The asset allocation of the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund is :

Australian Equities: 18.85%

International Equities: 31.98%

Cash: 5.70%

Property & Infrastructure: 3.69%

Fixed Interest: 34.21%

Alternatives: 5.56%

What sector/asset class does the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund belong to?

The Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund belongs to the Multisector Life Stages ? 1960s sector/asset class.

What is the size of the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund?

As at 31 Oct 2025, the size of the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund was $1029.12 million.

What is the inception date of the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund?

The Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund has an inception date of 11 Jun 2013.

What is the current entry price of the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund?

The current entry price of the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund is $2.1763 per unit and the current exit price is $2.172 per unit (as at 11 Nov 2025).

What is the current exit price of the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund?

The current exit price of the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund is $2.172 per unit and the current entry price is $2.1763 per unit (as at 11 Nov 2025).

What is the minimum investment amount for the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund?

The minimum initial investment amount for the Colonial FirstChoice Employer Super - Colonial Lifestage 1960 - 64 managed fund 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.

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