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 | -0.3% | -6.06% | -1.65% | 1.75% | 5.42% | 7.04% | 7.31% | 9.01% |
| Growth return | -0.3% | -6.06% | -1.65% | 1.75% | 5.42% | 7.04% | 7.31% | 9.01% |
| Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
|
Market index (MSCI World Ex Australia NR AUD)
|
||||||||
| Total return | 3.32% | 6.34% | 18.35% | 22.32% | 25.76% | 20.9% | 17.3% | 12.82% |
| Type | Description |
| Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders | |
| Closed | |
| Colonial First State Investments Limited | |
| FSF0382AU | |
| Equity World Large Growth | |
| Superannuation Fund | |
| 12 Sep 2002 | |
| $5.4 million (as at 30 Apr 2020) | |
| $2.3277 (as at 8 May 2020) | |
| $2.3277 (as at 8 May 2020) | |
| Finalised |
| Type | Description |
| MER | 1.58% (as at 28 Aug 2025) |
| Indirect Cost Ratio (ICR) | 1.58% (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 30 Sep 2025) | Type | % of Portfolio |
| Mahindra & Mahindra Ltd | Equity | 6.94% |
| Login now to view the complete list of holdings. | ||
The objective of the Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders managed fund is To achieve long-term capital appreciation by investing in companies that contribute to; and benefit from; sustainable development. The option aims to exceed the MSCI All Country World Index over rolling five-year periods before fees and taxes. The option is actively managed and the benchmark does not limit or constrain portfolio construction.
The strategy of the Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders managed fund is The option aims to achieve its investment objective by investing in a diversified portfolio of equity or equity-related securities of larger capitalisation companies which are listed in; traded or dealt on any of the regulated markets worldwide. Stewart Investors considers a company contributes to; and benefits from; sustainable development if its activities lead to positive social outcomes and may lead to positive environmental outcomes.
The APIR code of the Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders managed fund is FSF0382AU.
Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders’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 Apr 2020.
Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders’s total return for the last three months was -6.06%. This was made up of a growth return of -6.06% and an income return of 0%%. These returns were calculated as at 30 Apr 2020.
Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders’s one-year total return is 1.75%. This was made up of a growth return of 1.75% and an income return of 0%. These returns were calculated as at 30 Apr 2020.
Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders’s one-year total return is 7.04%. This was made up of a growth return of 7.04% and an income return of 0%. These returns were calculated as at 30 Apr 2020.
The asset allocation of the Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders managed fund is :
The Responsible Entity for the Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders managed fund is Colonial First State Investments Limited.
The Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders managed fund belongs to the Equity World Large Growth sector/asset class.
As at 30 Apr 2020, the size of the Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders managed fund was $5.4 million.
The Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders managed fund has an inception date of 12 Sep 2002.
The current entry price of the Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders managed fund is $2.3277 per unit and the current exit price is $2.3277 per unit (as at 8 May 2020).
The current exit price of the Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders managed fund is $2.3277 per unit and the current entry price is $2.3277 per unit (as at 8 May 2020).
The minimum initial investment amount for the Colonial FirstChoice Employer Super - Stewart Investment Worldwide Leaders 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.