Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | -1.36% | -0.62% | 2.56% | -0.86% | 5.21% | 6.08% | 5.58% | 6.01% |
Growth return | -1.36% | -0.62% | 2.56% | -0.86% | 5.21% | 6.08% | 5.58% | 6.01% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
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Total return | 0.75% | 4.43% | 10.73% | 11.3% | 14.85% | 13.6% | 9.39% | 8.35% |
Type | Description |
Colonial FirstChoice Pension - Colonial Enhanced Index Growth | |
Closed | |
FSF0818AU | |
Multisector Growth | |
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Allocated Pension | |
6 Mar 2006 | |
$4.38 million (as at 28 Feb 2023) | |
$2.2502 (as at 17 Mar 2023) | |
$2.2457 (as at 17 Mar 2023) | |
Finalised |
Type | Description |
MER | 0.76% (as at 28 Aug 2025) |
Indirect Cost Ratio (ICR) | 0.76% (as at 30 Jun 2025) |
Performance fee (not included in ICR) | Not Available |
Minimum initial investment | $20,000 |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 28 Feb 2025) | Type | % of Portfolio |
France (Republic Of) | Bond - Gov't/Treasury | 0.01% |
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The objective of the Colonial FirstChoice Pension - Colonial Enhanced Index Growth managed fund is To provide long-term capital growth with less fluctuations of returns than 'high growth' investment options. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.
The strategy of the Colonial FirstChoice Pension - Colonial Enhanced Index Growth managed fund is The option allocates 80% of investments to growth assets such as shares and property and infrastructure securities. The shares component is managed using an approach aiming to deliver long term returns above that of market capitalisation indices. The property and infrastructure components are managed to closely match the returns of relevant market capitalisation indices. 20% of the portfolio is allocated to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns.
The APIR code of the Colonial FirstChoice Pension - Colonial Enhanced Index Growth managed fund is FSF0818AU.
Colonial FirstChoice Pension - Colonial Enhanced Index Growth’s total return last month was -1.36%. This was made up of a growth return of -1.36% and an income return of 0%. These returns were calculated as at 28 Feb 2023.
Colonial FirstChoice Pension - Colonial Enhanced Index Growth’s total return for the last three months was -0.62%. This was made up of a growth return of -0.62% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.
Colonial FirstChoice Pension - Colonial Enhanced Index Growth’s one-year total return is -0.86%. This was made up of a growth return of -0.86% and an income return of 0%. These returns were calculated as at 28 Feb 2023.
Colonial FirstChoice Pension - Colonial Enhanced Index Growth’s one-year total return is 6.08%. This was made up of a growth return of 6.08% and an income return of 0%. These returns were calculated as at 28 Feb 2023.
The asset allocation of the Colonial FirstChoice Pension - Colonial Enhanced Index Growth managed fund is :
The Colonial FirstChoice Pension - Colonial Enhanced Index Growth managed fund belongs to the Multisector Growth sector/asset class.
As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Colonial Enhanced Index Growth managed fund was $4.38 million.
The Colonial FirstChoice Pension - Colonial Enhanced Index Growth managed fund has an inception date of 6 Mar 2006.
The current entry price of the Colonial FirstChoice Pension - Colonial Enhanced Index Growth managed fund is $2.2502 per unit and the current exit price is $2.2457 per unit (as at 17 Mar 2023).
The current exit price of the Colonial FirstChoice Pension - Colonial Enhanced Index Growth managed fund is $2.2457 per unit and the current entry price is $2.2502 per unit (as at 17 Mar 2023).
The minimum initial investment amount for the Colonial FirstChoice Pension - Colonial Enhanced Index Growth 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.