InvestSMART

Colonial FirstChoice - FIL Global Future Leaders - Managed Fund

Fund Objective
To achieve returns in excess of the MSCI World Mid Cap Index NR over rolling five-year periods before fees and taxes.
Fund Strategy
The Fidelity Global Future Leaders option provides investors with the potential for long-term capital growth by investing in a portfolio of listed mid and small-cap global shares. Through in-house; bottom-up company research; Fidelity aims to uncover the opportunities that it believes offer the greatest scope for outperformance. The companies selected for the portfolio typically demonstrate strong competitive positioning and sound company management. The option's exposure to international securities will not be hedged.

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% 2.1% -% -% -% -% -% -%
Growth return 0% 2.1% -% -% -% -% -% -%
Income return 0% 0% -% -% -% -% -% -%
Market index (MSCI World Small Cap NR AUD)
Total return 3.44% 9.59% 8.57% 17.61% 14.19% 14.22% 13% 9.75%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
International Equities
95.11%
Australian Equities
2.85%
Cash
1.83%
Property & Infrastructure
0.20%
Alternatives
0%

General Information

Fund Details
Type Description
Colonial FirstChoice - FIL Global Future Leaders
Colonial First State Investments Limited
FSF2568AU
Equity World Mid/Small
Not Rated
Investment Fund
24 May 2025
$1.84 million (as at 31 Aug 2025)
$1.0244 (as at 26 Sep 2025)
$1.0204 (as at 26 Sep 2025)
Open
Offer information
Type Description
MER 1.32% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) - Estimated 1.32% (as at 30 Jun 2025) (Estimated)
Performance fee (included in ICR) Not Available
Minimum initial investment $1,000.00

FAQs about the Colonial FirstChoice - FIL Global Future Leaders

The objective of the Colonial FirstChoice - FIL Global Future Leaders managed fund is To achieve returns in excess of the MSCI World Mid Cap Index NR over rolling five-year periods before fees and taxes.

The strategy of the Colonial FirstChoice - FIL Global Future Leaders managed fund is The Fidelity Global Future Leaders option provides investors with the potential for long-term capital growth by investing in a portfolio of listed mid and small-cap global shares. Through in-house; bottom-up company research; Fidelity aims to uncover the opportunities that it believes offer the greatest scope for outperformance. The companies selected for the portfolio typically demonstrate strong competitive positioning and sound company management. The option's exposure to international securities will not be hedged.

The APIR code of the Colonial FirstChoice - FIL Global Future Leaders managed fund is FSF2568AU.

Colonial FirstChoice - FIL Global Future Leaders’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice - FIL Global Future Leaders’s total return for the last three months was 2.1%. This was made up of a growth return of 2.1% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice - FIL Global Future Leaders’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice - FIL Global Future Leaders’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Colonial FirstChoice - FIL Global Future Leaders managed fund is :

International Equities
100%
Australian Equities
0%
Cash
0%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice - FIL Global Future Leaders managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice - FIL Global Future Leaders managed fund belongs to the Equity World Mid/Small sector/asset class.

As at 31 Aug 2025, the size of the Colonial FirstChoice - FIL Global Future Leaders managed fund was $1.84 million.

The Colonial FirstChoice - FIL Global Future Leaders managed fund has an inception date of 24 May 2025.

The current entry price of the Colonial FirstChoice - FIL Global Future Leaders managed fund is $1.0244 per unit and the current exit price is $1.0204 per unit (as at 26 Sep 2025).

The current exit price of the Colonial FirstChoice - FIL Global Future Leaders managed fund is $1.0204 per unit and the current entry price is $1.0244 per unit (as at 26 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice - FIL Global Future Leaders managed fund is $1,000.

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.