Colonial FirstChoice Employer Super - UBS Diversified Fixed Income - Managed Fund

Fund Objective

The option is actively managed, based on fundamental research that draws upon the investment insights of the Manager's fixed income teams. The approach employs both top-down research

Fund Strategy

The option is actively managed, based on fundamental research that draws upon the investment insights of the Manager's fixed income teams. The approach employs both top-down research

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-0.06%	-0.01%	-0.1%	1.28%	2.64%	3.96%	0.19%	1.18%
Growth return	-0.02%	0.13%	0.14%	1.6%	2.8%	4.06%	0.25%	1.21%
Income return	-0.04%	-0.14%	-0.24%	-0.32%	-0.16%	-0.1%	-0.06%	-0.03%
Market index (MorningstarAus BBG AuBd Cmp/BCGA TR HAUD)
Total return	-0.43%	-0.23%	0.48%	3.8%	3.19%	3.85%	-0.5%	2%

As at 31 Aug 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Employer Super - UBS Diversified Fixed Income

Cash: 4.99%

Fixed Interest: 95.01%

Australian Equities: 0%

International Equities: 0%

Property & Infrastructure: 0%

Alternatives: 0%

Average Allocation of Peers

Cash: 3.56%

Fixed Interest: 93.64%

Australian Equities: 0.80%

International Equities: 0.76%

Property & Infrastructure: 0.13%

Alternatives: 1.11%

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice Employer Super - UBS Diversified Fixed Income
Responsible Entity	Colonial First State Investments Limited
APIR Code	FSF1352AU
Sector/Asset Class	Bonds - Global / Australia
Morningstar Rating	(as at 31 Aug 2026)
Legal Structure	Superannuation Fund
Fund Inception	11 Jun 2013
Fund Size	$10.34 million (as at 31 Aug 2026)
Entry Price	$1.2879 (as at 29 Sep 2026)
Exit Price	$1.2841 (as at 29 Sep 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.38% (as at 23 May 2026)
Indirect Cost Ratio (ICR)	0.42% (as at 30 Jun 2025)
Minimum initial investment	$20,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 May 2026)

Holding (as at 31 May 2026)	Type	% of Portfolio
Aust 10y Bond Fut Jun26		8.43%
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FAQs about the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income

What is the objective of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund?

The objective of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund is The option is actively managed, based on fundamental research that draws upon the investment insights of the Manager's fixed income teams. The approach employs both top-down research

What is the strategy for the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund?

The strategy of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund is The option is actively managed, based on fundamental research that draws upon the investment insights of the Manager's fixed income teams. The approach employs both top-down research

What is the APIR code of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund?

The APIR code of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund is FSF1352AU.

What was Colonial FirstChoice Employer Super - UBS Diversified Fixed Income’s total return last month?

Colonial FirstChoice Employer Super - UBS Diversified Fixed Income’s total return last month was -0.06%. This was made up of a growth return of -0.02% and an income return of -0.04%. These returns were calculated as at 31 Aug 2026.

What was Colonial FirstChoice Employer Super - UBS Diversified Fixed Income’s total return for the last three months?

Colonial FirstChoice Employer Super - UBS Diversified Fixed Income’s total return for the last three months was -0.01%. This was made up of a growth return of 0.13% and an income return of -0.14%%. These returns were calculated as at 31 Aug 2026.

What is Colonial FirstChoice Employer Super - UBS Diversified Fixed Income’s one-year total return?

Colonial FirstChoice Employer Super - UBS Diversified Fixed Income’s one-year total return is 1.28%. This was made up of a growth return of 1.6% and an income return of -0.32%. These returns were calculated as at 31 Aug 2026.

What is Colonial FirstChoice Employer Super - UBS Diversified Fixed Income’s three-year total return?

Colonial FirstChoice Employer Super - UBS Diversified Fixed Income’s one-year total return is 3.96%. This was made up of a growth return of 4.06% and an income return of -0.1%. These returns were calculated as at 31 Aug 2026.

What is the asset allocation of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund?

The asset allocation of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund is :

Cash: 4.99%

Fixed Interest: 95.01%

Australian Equities: 0%

International Equities: 0%

Property & Infrastructure: 0%

Alternatives: 0%

Who is the responsible Entity of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund?

The Responsible Entity for the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund is Colonial First State Investments Limited.

What sector/asset class does the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund belong to?

The Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund belongs to the Bonds - Global / Australia sector/asset class.

What is the size of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund?

As at 31 Aug 2026, the size of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund was $10.34 million.

What is the inception date of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund?

The Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund has an inception date of 11 Jun 2013.

What is the current entry price of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund?

The current entry price of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund is $1.2879 per unit and the current exit price is $1.2841 per unit (as at 29 Sep 2026).

What is the current exit price of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund?

The current exit price of the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund is $1.2841 per unit and the current entry price is $1.2879 per unit (as at 29 Sep 2026).

What is the minimum investment amount for the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund?

The minimum initial investment amount for the Colonial FirstChoice Employer Super - UBS Diversified Fixed Income managed fund is $20,000. 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.

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