Colonial FirstChoice Investments - Schroder Real Return - Managed Fund

The objective of the Colonial FirstChoice Investments - Schroder Real Return managed fund is The fund applies an unconstrained, dynamic asset allocation strategy that actively shifts capital across a wide range of asset classes, including Australian and global equities, government bonds, corporate credit, cash, and alternative assets. Schroders adjusts asset exposure dynamically based on macroeconomic valuations and prevailing risk conditions rather than adhering to rigid strategic asset allocation benchmarks.

The strategy of the Colonial FirstChoice Investments - Schroder Real Return managed fund is The fund applies an unconstrained, dynamic asset allocation strategy that actively shifts capital across a wide range of asset classes, including Australian and global equities, government bonds, corporate credit, cash, and alternative assets. Schroders adjusts asset exposure dynamically based on macroeconomic valuations and prevailing risk conditions rather than adhering to rigid strategic asset allocation benchmarks.

The APIR code of the Colonial FirstChoice Investments - Schroder Real Return managed fund is FSF1610AU.

Colonial FirstChoice Investments - Schroder Real Return’s total return last month was 1.93%. This was made up of a growth return of 2.03% and an income return of -0.1%. These returns were calculated as at 31 Aug 2026.

Colonial FirstChoice Investments - Schroder Real Return’s total return for the last three months was 1.79%. This was made up of a growth return of 2.08% and an income return of -0.29%%. These returns were calculated as at 31 Aug 2026.

Colonial FirstChoice Investments - Schroder Real Return’s one-year total return is 9.85%. This was made up of a growth return of 8.45% and an income return of 1.4%. These returns were calculated as at 31 Aug 2026.

Colonial FirstChoice Investments - Schroder Real Return’s one-year total return is 10.55%. This was made up of a growth return of 6.8% and an income return of 3.75%. These returns were calculated as at 31 Aug 2026.

The asset allocation of the Colonial FirstChoice Investments - Schroder Real Return managed fund is :

The Responsible Entity for the Colonial FirstChoice Investments - Schroder Real Return managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Investments - Schroder Real Return managed fund belongs to the Multisector Flexible sector/asset class.

As at 31 Aug 2026, the size of the Colonial FirstChoice Investments - Schroder Real Return managed fund was $3.27 million.

The Colonial FirstChoice Investments - Schroder Real Return managed fund has an inception date of 19 May 2014.

The current entry price of the Colonial FirstChoice Investments - Schroder Real Return managed fund is $1.0508 per unit and the current exit price is $1.0487 per unit (as at 16 Sep 2026).

The current exit price of the Colonial FirstChoice Investments - Schroder Real Return managed fund is $1.0487 per unit and the current entry price is $1.0508 per unit (as at 16 Sep 2026).

The minimum initial investment amount for the Colonial FirstChoice Investments - Schroder Real Return managed fund is $20,000.