Colonial FirstChoice Investments - Colonial Geared Share - Managed Fund

Fund Objective

To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The option aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven year periods before fees and taxes.

Fund Strategy

The option generally invests in large; high quality companies with strong balance sheets and earnings. The option's gearing effectively magnifies returns from the underlying investments; whether they are gains or losses. The option predominantly invests in Australian companies and therefore does not hedge currency risk. Where the option borrows in a foreign currency; proceeds will be fully hedged into Australian dollars.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	2.65%	10.16%	15.29%	19.18%	26.12%	21.18%	18.69%	15.7%
Growth return	2.65%	1.77%	1.8%	4.3%	15.74%	12.77%	5.36%	5.41%
Income return	0%	8.39%	13.49%	14.88%	10.38%	8.41%	13.33%	10.29%
Market index (S&P/ASX 200 TR AUD)
Total return	3.1%	7.03%	11.65%	14.74%	14.82%	13.04%	12.32%	9.87%

As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Investments - Colonial Geared Share

Australian Equities: 202.29%

International Equities: 17.04%

Cash: -119.33%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 93.72%

International Equities: 4.82%

Cash: -0.78%

Property & Infrastructure: 1.41%

Fixed Interest: 0.26%

Alternatives: 0.58%

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice Investments - Colonial Geared Share
Responsible Entity	Colonial First State Investments Limited
APIR Code	FSF0264AU
Sector/Asset Class	Equity Australia Large Geared
Morningstar Rating	(as at 31 Aug 2025)
Legal Structure	Investment Fund
Fund Inception	13 May 2002
Fund Size	$153.79 million (as at 31 Aug 2025)
Entry Price	$1.8603 (as at 16 Sep 2025)
Exit Price	$1.8435 (as at 16 Sep 2025)
Fund Status	Open

Offer information

Type	Description
MER	2.32% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR)	2.32% (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 31 Jul 2025)

Holding (as at 31 Jul 2025)	Type	% of Portfolio
Commonwealth Bank of Australia	Equity	11.83%
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FAQs about the Colonial FirstChoice Investments - Colonial Geared Share

What is the objective of the Colonial FirstChoice Investments - Colonial Geared Share managed fund?

The objective of the Colonial FirstChoice Investments - Colonial Geared Share managed fund is To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The option aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven year periods before fees and taxes.

What is the strategy for the Colonial FirstChoice Investments - Colonial Geared Share managed fund?

The strategy of the Colonial FirstChoice Investments - Colonial Geared Share managed fund is The option generally invests in large; high quality companies with strong balance sheets and earnings. The option's gearing effectively magnifies returns from the underlying investments; whether they are gains or losses. The option predominantly invests in Australian companies and therefore does not hedge currency risk. Where the option borrows in a foreign currency; proceeds will be fully hedged into Australian dollars.

What is the APIR code of the Colonial FirstChoice Investments - Colonial Geared Share managed fund?

The APIR code of the Colonial FirstChoice Investments - Colonial Geared Share managed fund is FSF0264AU.

What was Colonial FirstChoice Investments - Colonial Geared Share’s total return last month?

Colonial FirstChoice Investments - Colonial Geared Share’s total return last month was 2.65%. This was made up of a growth return of 2.65% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What was Colonial FirstChoice Investments - Colonial Geared Share’s total return for the last three months?

Colonial FirstChoice Investments - Colonial Geared Share’s total return for the last three months was 10.16%. This was made up of a growth return of 1.77% and an income return of 8.39%%. These returns were calculated as at 31 Aug 2025.

What is Colonial FirstChoice Investments - Colonial Geared Share’s one-year total return?

Colonial FirstChoice Investments - Colonial Geared Share’s one-year total return is 19.18%. This was made up of a growth return of 4.3% and an income return of 14.88%. These returns were calculated as at 31 Aug 2025.

What is Colonial FirstChoice Investments - Colonial Geared Share’s three-year total return?

Colonial FirstChoice Investments - Colonial Geared Share’s one-year total return is 21.18%. This was made up of a growth return of 12.77% and an income return of 8.41%. These returns were calculated as at 31 Aug 2025.

What is the asset allocation of the Colonial FirstChoice Investments - Colonial Geared Share managed fund?

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

Australian Equities: 202.29%

International Equities: 17.04%

Cash: -119.33%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Colonial FirstChoice Investments - Colonial Geared Share managed fund?

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

What sector/asset class does the Colonial FirstChoice Investments - Colonial Geared Share managed fund belong to?

The Colonial FirstChoice Investments - Colonial Geared Share managed fund belongs to the Equity Australia Large Geared sector/asset class.

What is the size of the Colonial FirstChoice Investments - Colonial Geared Share managed fund?

As at 31 Aug 2025, the size of the Colonial FirstChoice Investments - Colonial Geared Share managed fund was $153.79 million.

What is the inception date of the Colonial FirstChoice Investments - Colonial Geared Share managed fund?

The Colonial FirstChoice Investments - Colonial Geared Share managed fund has an inception date of 13 May 2002.

What is the current entry price of the Colonial FirstChoice Investments - Colonial Geared Share managed fund?

The current entry price of the Colonial FirstChoice Investments - Colonial Geared Share managed fund is $1.8603 per unit and the current exit price is $1.8435 per unit (as at 16 Sep 2025).

What is the current exit price of the Colonial FirstChoice Investments - Colonial Geared Share managed fund?

The current exit price of the Colonial FirstChoice Investments - Colonial Geared Share managed fund is $1.8435 per unit and the current entry price is $1.8603 per unit (as at 16 Sep 2025).

What is the minimum investment amount for the Colonial FirstChoice Investments - Colonial Geared Share managed fund?

The minimum initial investment amount for the Colonial FirstChoice Investments - Colonial Geared Share 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.

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