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 | -0.45% | 1.19% | 8.28% | 11.49% | 14.33% | 12.15% | 8.55% | 8.08% |
Growth return | -0.45% | 1.19% | 8.28% | 11.49% | 14.33% | 12.15% | 8.55% | 8.08% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (S&P/ASX 200 TR AUD)
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Total return | 3.1% | 7.03% | 11.65% | 14.74% | 14.82% | 13.04% | 12.32% | 9.87% |
Type | Description |
Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares | |
Closed | |
FSF0333AU | |
Equity Australia Large Value | |
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|
Allocated Pension | |
13 May 2002 | |
$7.73 million (as at 28 Feb 2023) | |
$4.857 (as at 17 Mar 2023) | |
$4.8473 (as at 17 Mar 2023) | |
Finalised |
Type | Description |
MER | 1.24% (as at 28 Aug 2025) |
Indirect Cost Ratio (ICR) | 1.24% (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 |
BHP Group Ltd | Equity | 10.24% |
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The objective of the Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares managed fund is To option aims to outperform the S&P/ASX 200 Accumulation Index before fees and taxes over rolling four year periods and provide long-term capital growth and regular income through investment in Australian equities.
The strategy of the Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares managed fund is Maple-Brown Abbott invests in a wide range of Australian shares. As bottom-up stock pickers, they place a strong emphasis on fundamental company research. The investment team conducts in-depth analysis and prepares estimates on companies. This research identifies stocks that are currently trading at an attractive discount to their true underlying value. The option is made up of those stocks in which the investment team has the highest conviction. The cash allocation can play an important part in managing the volatility of returns.
The APIR code of the Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares managed fund is FSF0333AU.
Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares’s total return last month was -0.45%. This was made up of a growth return of -0.45% and an income return of 0%. These returns were calculated as at 28 Feb 2023.
Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares’s total return for the last three months was 1.19%. This was made up of a growth return of 1.19% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.
Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares’s one-year total return is 11.49%. This was made up of a growth return of 11.49% and an income return of 0%. These returns were calculated as at 28 Feb 2023.
Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares’s one-year total return is 12.15%. This was made up of a growth return of 12.15% and an income return of 0%. These returns were calculated as at 28 Feb 2023.
The asset allocation of the Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares managed fund is :
The Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares managed fund belongs to the Equity Australia Large Value sector/asset class.
As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares managed fund was $7.73 million.
The Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares managed fund has an inception date of 13 May 2002.
The current entry price of the Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares managed fund is $4.857 per unit and the current exit price is $4.8473 per unit (as at 17 Mar 2023).
The current exit price of the Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares managed fund is $4.8473 per unit and the current entry price is $4.857 per unit (as at 17 Mar 2023).
The minimum initial investment amount for the Colonial FirstChoice Pension - Maple-Brown Abbott Australian Shares 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.