InvestSMART

Colonial FirstChoice Employer Super - Capital Group New Personal - Managed Fund

Fund Objective
The Fund uses a systematic strategy, which seeks to produce superior risk-adjusted returns and aims to outperform the MSCI ACWI ex Australia Index. The strategy incorporates a diverse range of signals across multiple time horizons. These may include company fundamentals, relative valuation, fundamental momentum, market sentiment, liquidity provisioning and event-driven signals. The Fund does not hedge currency risk.
Fund Strategy
The Fund uses a systematic strategy, which seeks to produce superior risk-adjusted returns and aims to outperform the MSCI ACWI ex Australia Index. The strategy incorporates a diverse range of signals across multiple time horizons. These may include company fundamentals, relative valuation, fundamental momentum, market sentiment, liquidity provisioning and event-driven signals. The Fund does not hedge currency risk.

Fund Performance Comparison

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Fees Comparison

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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.
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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 -4.11% -7.75% -6.15% 4.54% 4.62% 5.72% 4.15% -%
Growth return -4.04% -7.55% -5.94% 4.77% 4.73% 5.8% 4.2% -%
Income return -0.07% -0.2% -0.21% -0.23% -0.11% -0.08% -0.05% -%
Market index (MSCI World Ex Australia NR AUD)
Total return -2.51% -6.22% -3.83% 8.14% 10.17% 16.04% 12.71% 13.19%
As at 31 Mar 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Employer Super - Capital Group New Personal
Australian Equities
43.60%
Cash
56.40%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
5.98%
Cash
1.85%
International Equities
91.70%
Property & Infrastructure
0.19%
Fixed Interest
-0.01%
Alternatives
0.29%

General Information

Fund Details
Type Description
Colonial FirstChoice Employer Super - Capital Group New Personal
Colonial First State Investments Limited
FSF5239AU
Equity World Large Growth
starstar (as at 31 Mar 2026)
Superannuation Fund
3 Jun 2019
$11.69 million (as at 31 Mar 2026)
$1.4824 (as at 16 Apr 2026)
$1.4794 (as at 16 Apr 2026)
Open
Offer information
Type Description
MER 0.89% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR) 0.89% (as at 30 Jun 2025)
Minimum initial investment
Minimum additional investments
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FAQs about the Colonial FirstChoice Employer Super - Capital Group New Personal

The objective of the Colonial FirstChoice Employer Super - Capital Group New Personal managed fund is The Fund uses a systematic strategy, which seeks to produce superior risk-adjusted returns and aims to outperform the MSCI ACWI ex Australia Index. The strategy incorporates a diverse range of signals across multiple time horizons. These may include company fundamentals, relative valuation, fundamental momentum, market sentiment, liquidity provisioning and event-driven signals. The Fund does not hedge currency risk.

The strategy of the Colonial FirstChoice Employer Super - Capital Group New Personal managed fund is The Fund uses a systematic strategy, which seeks to produce superior risk-adjusted returns and aims to outperform the MSCI ACWI ex Australia Index. The strategy incorporates a diverse range of signals across multiple time horizons. These may include company fundamentals, relative valuation, fundamental momentum, market sentiment, liquidity provisioning and event-driven signals. The Fund does not hedge currency risk.

The APIR code of the Colonial FirstChoice Employer Super - Capital Group New Personal managed fund is FSF5239AU.

Colonial FirstChoice Employer Super - Capital Group New Personal’s total return last month was -4.11%. This was made up of a growth return of -4.04% and an income return of -0.07%. These returns were calculated as at 31 Mar 2026.

Colonial FirstChoice Employer Super - Capital Group New Personal’s total return for the last three months was -7.75%. This was made up of a growth return of -7.55% and an income return of -0.2%%. These returns were calculated as at 31 Mar 2026.

Colonial FirstChoice Employer Super - Capital Group New Personal’s one-year total return is 4.54%. This was made up of a growth return of 4.77% and an income return of -0.23%. These returns were calculated as at 31 Mar 2026.

Colonial FirstChoice Employer Super - Capital Group New Personal’s one-year total return is 5.72%. This was made up of a growth return of 5.8% and an income return of -0.08%. These returns were calculated as at 31 Mar 2026.

The asset allocation of the Colonial FirstChoice Employer Super - Capital Group New Personal managed fund is :

Australian Equities
43.60%
Cash
56.40%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Employer Super - Capital Group New Personal managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Employer Super - Capital Group New Personal managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Mar 2026, the size of the Colonial FirstChoice Employer Super - Capital Group New Personal managed fund was $11.69 million.

The Colonial FirstChoice Employer Super - Capital Group New Personal managed fund has an inception date of 3 Jun 2019.

The current entry price of the Colonial FirstChoice Employer Super - Capital Group New Personal managed fund is $1.4824 per unit and the current exit price is $1.4794 per unit (as at 16 Apr 2026).

The current exit price of the Colonial FirstChoice Employer Super - Capital Group New Personal managed fund is $1.4794 per unit and the current entry price is $1.4824 per unit (as at 16 Apr 2026).

The minimum initial investment amount for the Colonial FirstChoice Employer Super - Capital Group New Personal 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.