Colonial FirstChoice - Intermede Global Equities - Managed Fund

The objective of the Colonial FirstChoice - Intermede Global Equities managed fund is The option aims to deliver a return that exceeds the MSCI All Country World Index (before fees and taxes) over rolling seven year periods.

The strategy of the Colonial FirstChoice - Intermede Global Equities managed fund is Intermede looks for companies that it believes meets all of the following criteria; a sustainable competitive advantage; eg a dominant position in its industry; a superior business model; eg its costs grow more slowly than revenue; excellent management team eg proven track record and clear strategy for growth; and which has a share price lower than Intermede's valuation for the company.

The APIR code of the Colonial FirstChoice - Intermede Global Equities managed fund is FSF6270AU.

Colonial FirstChoice - Intermede Global Equities’s total return last month was -0.65%. This was made up of a growth return of -2.56% and an income return of 1.91%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice - Intermede Global Equities’s total return for the last three months was 2.17%. This was made up of a growth return of 0.21% and an income return of 1.96%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice - Intermede Global Equities’s one-year total return is 5.68%. This was made up of a growth return of 0.62% and an income return of 5.06%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice - Intermede Global Equities’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 - Intermede Global Equities managed fund is :

The Responsible Entity for the Colonial FirstChoice - Intermede Global Equities managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice - Intermede Global Equities managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Aug 2025, the size of the Colonial FirstChoice - Intermede Global Equities managed fund was $0.18 million.

The Colonial FirstChoice - Intermede Global Equities managed fund has an inception date of 21 Nov 2022.

The current entry price of the Colonial FirstChoice - Intermede Global Equities managed fund is $1.2002 per unit and the current exit price is $1.1978 per unit (as at 22 Sep 2025).

The current exit price of the Colonial FirstChoice - Intermede Global Equities managed fund is $1.1978 per unit and the current entry price is $1.2002 per unit (as at 22 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice - Intermede Global Equities managed fund is $5,000. Minimum additional investment is $0.