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Colonial FirstChoice Investments - Colonial Geared Growth Plus - Managed Fund

Fund Objective
To magnify long-term returns by borrowing to invest in growth assets. To outperform the option's composite benchmark over rolling seven-year periods before fees and taxes.
Fund Strategy
To allocate 90% of investments to a diversified portfolio of shares; property and infrastructure securities. In order to provide further diversification; the portfolio is allocated across a number of leading investment managers. The portfolio will also allocate 10% to investments designed to generate additional income and to further diversify returns. Income from investments is used to pay the costs of gearing.

Fund Performance Comparison

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Fees Comparison

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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 1.69% 9.53% 23.02% 21.54% 29.3% 24.65% 17.35% 11.79%
Growth return 1.69% 9.53% 19.66% 18.21% 25.68% 19.97% 5.22% -2.06%
Income return 0% 0% 3.36% 3.33% 3.62% 4.68% 12.13% 13.85%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0.97% 5.51% 13.03% 13.77% 17.74% 16.6% 12.23% 10.25%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Investments - Colonial Geared Growth Plus
Australian Equities
64.46%
International Equities
102.96%
Cash
-89.84%
Property & Infrastructure
11%
Alternatives
11.43%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
34.05%
International Equities
49.68%
Cash
2.42%
Property & Infrastructure
4.88%
Alternatives
3.60%
Fixed Interest
5.38%

General Information

Fund Details
Type Description
Colonial FirstChoice Investments - Colonial Geared Growth Plus
Colonial First State Investments Limited
FSF0924AU
Multisector Aggressive
starstarstar (as at 31 Aug 2025)
Investment Fund
19 May 2008
$2.84 million (as at 31 Aug 2025)
$0.4318 (as at 3 Oct 2025)
$0.43 (as at 3 Oct 2025)
Open
Offer information
Type Description
MER 2.21% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 2.21% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Loan Bond - Bank Loans 90.22%
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FAQs about the Colonial FirstChoice Investments - Colonial Geared Growth Plus

The objective of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is To magnify long-term returns by borrowing to invest in growth assets. To outperform the option's composite benchmark over rolling seven-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is To allocate 90% of investments to a diversified portfolio of shares; property and infrastructure securities. In order to provide further diversification; the portfolio is allocated across a number of leading investment managers. The portfolio will also allocate 10% to investments designed to generate additional income and to further diversify returns. Income from investments is used to pay the costs of gearing.

The APIR code of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is FSF0924AU.

Colonial FirstChoice Investments - Colonial Geared Growth Plus’s total return last month was 1.69%. This was made up of a growth return of 1.69% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Colonial FirstChoice Investments - Colonial Geared Growth Plus’s total return for the last three months was 9.53%. This was made up of a growth return of 9.53% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.

Colonial FirstChoice Investments - Colonial Geared Growth Plus’s one-year total return is 21.54%. This was made up of a growth return of 18.21% and an income return of 3.33%. These returns were calculated as at 30 Sep 2025.

Colonial FirstChoice Investments - Colonial Geared Growth Plus’s one-year total return is 24.65%. This was made up of a growth return of 19.97% and an income return of 4.68%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is :

Australian Equities
64.46%
International Equities
102.96%
Cash
-89.84%
Property & Infrastructure
11%
Alternatives
11.43%
Fixed Interest
0%

The Responsible Entity for the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Aug 2025, the size of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund was $2.84 million.

The Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund has an inception date of 19 May 2008.

The current entry price of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is $0.4318 per unit and the current exit price is $0.43 per unit (as at 3 Oct 2025).

The current exit price of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is $0.43 per unit and the current entry price is $0.4318 per unit (as at 3 Oct 2025).

The minimum initial investment amount for the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is $20,000.

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.