InvestSMART

Colonial FirstChoice Pension - Antipodes Global - Managed Fund (Closed)

Fund Objective
To achieve absolute returns in excess of the MSCI All Country World Index over rolling five year periods before fees and taxes at below market levels of risk.
Fund Strategy
Seeks to take advantage of the market's tendency for irrational extrapolation, identify investments offering a high margin of safety and build high conviction portfolios with a capital preservation focus. Invests in attractively valued companies listed on global share markets and typically have a net equity exposure of 50-100%. Long/short positions may be used where Antipodes sees attractive opportunities and to offset specific portfolio risks and provide protection from tail risk. Derivatives may be used to amplify high conviction ideas.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.52% 6.7% 13.41% 6.42% 6.85% 5.86% -% -%
Growth return 1.52% 6.7% 13.41% 6.42% 6.85% 5.86% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 1.99% 6.14% 12.44% 23.03% 23.12% 22.63% 16.27% 13.14%
As at 28 Feb 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Pension - Antipodes Global
Australian Equities
-1.58%
International Equities
94.89%
Cash
11.21%
Fixed Interest
-4.59%
Alternatives
0.06%
Property & Infrastructure
0%
Average Allocation of Peers
Australian Equities
1.42%
International Equities
95.53%
Cash
1.75%
Fixed Interest
0%
Alternatives
0.15%
Property & Infrastructure
1.15%

General Information

Fund Details
Type Description
Colonial FirstChoice Pension - Antipodes Global
Closed
FSF5527AU
Equity World Large Blend
starstarstar (as at 28 Feb 2023)
Allocated Pension
14 May 2018
$1.75 million (as at 28 Feb 2023)
$1.2432 (as at 17 Mar 2023)
$1.2407 (as at 17 Mar 2023)
Finalised
Offer information
Type Description
MER 1.58% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 1.58% (as at 30 Jun 2025)
Performance fee (not included in ICR) 0
Minimum initial investment $20,000
Minimum additional investments

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Microsoft Corp Equity 3.76%
Login now to view the complete list of holdings.

FAQs about the Colonial FirstChoice Pension - Antipodes Global

The objective of the Colonial FirstChoice Pension - Antipodes Global managed fund is To achieve absolute returns in excess of the MSCI All Country World Index over rolling five year periods before fees and taxes at below market levels of risk.

The strategy of the Colonial FirstChoice Pension - Antipodes Global managed fund is Seeks to take advantage of the market's tendency for irrational extrapolation, identify investments offering a high margin of safety and build high conviction portfolios with a capital preservation focus. Invests in attractively valued companies listed on global share markets and typically have a net equity exposure of 50-100%. Long/short positions may be used where Antipodes sees attractive opportunities and to offset specific portfolio risks and provide protection from tail risk. Derivatives may be used to amplify high conviction ideas.

The APIR code of the Colonial FirstChoice Pension - Antipodes Global managed fund is FSF5527AU.

Colonial FirstChoice Pension - Antipodes Global’s total return last month was 1.52%. This was made up of a growth return of 1.52% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Antipodes Global’s total return for the last three months was 6.7%. This was made up of a growth return of 6.7% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Antipodes Global’s one-year total return is 6.42%. This was made up of a growth return of 6.42% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Antipodes Global’s one-year total return is 5.86%. This was made up of a growth return of 5.86% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Colonial FirstChoice Pension - Antipodes Global managed fund is :

Australian Equities
-1.58%
International Equities
94.89%
Cash
11.21%
Fixed Interest
-4.59%
Alternatives
0.06%
Property & Infrastructure
0%

The Colonial FirstChoice Pension - Antipodes Global managed fund belongs to the Equity World Large Blend sector/asset class.

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Antipodes Global managed fund was $1.75 million.

The Colonial FirstChoice Pension - Antipodes Global managed fund has an inception date of 14 May 2018.

The current entry price of the Colonial FirstChoice Pension - Antipodes Global managed fund is $1.2432 per unit and the current exit price is $1.2407 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Antipodes Global managed fund is $1.2407 per unit and the current entry price is $1.2432 per unit (as at 17 Mar 2023).

The minimum initial investment amount for the Colonial FirstChoice Pension - Antipodes Global managed fund is $20,000. Minimum additional investment is $0.

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.