InvestSMART

Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth - Managed Fund

Fund Objective
To provide capital growth and income over the long term. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.
Fund Strategy
The option is managed to sustainable investment criteria that encourages investment in companies with a sustainable business and strong environment; social and governance characteristics. It seeks to avoid investments in certain companies or activities that have a highly adverse effect on the environment or society.

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 0.61% 3.59% 10.03% 7.45% 12.9% 12.07% -% -%
Growth return 0.61% 3.59% 10.03% 7.45% 12.9% 12.07% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.75% 4.43% 10.73% 11.3% 14.85% 13.6% 9.39% 8.35%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth
Australian Equities
25.83%
International Equities
52.59%
Cash
3.55%
Fixed Interest
18.04%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.17%
International Equities
35.57%
Cash
5.91%
Fixed Interest
21.01%
Property & Infrastructure
6.37%
Alternatives
3.98%

General Information

Fund Details
Type Description
Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth
AIL2263AU
Multisector Growth
starstarstarstar (as at 30 Sep 2025)
Superannuation Fund
19 Sep 2022
$6.3 million (as at 30 Sep 2025)
$1.4112 (as at 17 Oct 2025)
$1.4083 (as at 17 Oct 2025)
Open
Offer information
Type Description
MER 0.83% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 0.83% (as at 30 Jun 2025)
Performance fee (not included in ICR) 0.06

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Microsoft Corp Equity 3.09%
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FAQs about the Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth

The objective of the Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth managed fund is To provide capital growth and income over the long term. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth managed fund is The option is managed to sustainable investment criteria that encourages investment in companies with a sustainable business and strong environment; social and governance characteristics. It seeks to avoid investments in certain companies or activities that have a highly adverse effect on the environment or society.

The APIR code of the Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth managed fund is AIL2263AU.

Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth’s total return last month was 0.61%. This was made up of a growth return of 0.61% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth’s total return for the last three months was 3.59%. This was made up of a growth return of 3.59% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.

Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth’s one-year total return is 7.45%. This was made up of a growth return of 7.45% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth’s one-year total return is 12.07%. This was made up of a growth return of 12.07% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth managed fund is :

Australian Equities
25.83%
International Equities
52.59%
Cash
3.55%
Fixed Interest
18.04%
Property & Infrastructure
0%
Alternatives
0%

The Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Sep 2025, the size of the Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth managed fund was $6.3 million.

The Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth managed fund has an inception date of 19 Sep 2022.

The current entry price of the Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth managed fund is $1.4112 per unit and the current exit price is $1.4083 per unit (as at 17 Oct 2025).

The current exit price of the Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth managed fund is $1.4083 per unit and the current entry price is $1.4112 per unit (as at 17 Oct 2025).

The minimum initial investment amount for the Colonial FirstChoice Employer Super - Thrive+ Sustainable Growth managed fund is $.

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.