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% | 0% | 0% | -13.41% | -1.83% | -0.78% | 3.09% | -% |
| Growth return | 0% | 0% | 0% | -13.41% | -1.83% | -0.78% | 3.09% | -% |
| Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | -% |
|
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
|
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| Total return | -5.35% | -3.15% | -1.78% | 11.02% | 8.52% | 11.72% | 8.74% | 9.82% |
| Type | Description |
| Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth | |
| Closed | |
| Colonial First State Investments Limited | |
| FSF1713AU | |
| Multisector Aggressive | |
| Allocated Pension | |
| 18 May 2015 | |
| $0 million (as at 31 Oct 2020) | |
| $1.1736 (as at 10 Nov 2020) | |
| $1.1736 (as at 10 Nov 2020) | |
| Finalised |
| Type | Description |
| MER | 1.04% (as at 28 Aug 2025) |
| Indirect Cost Ratio (ICR) | 1.04% (as at 30 Jun 2025) |
| Performance fee (not included in ICR) | Not Available |
| Minimum initial investment | |
| Minimum additional investments | |
| Minimum redemption amount |
| Holding (as at 31 Aug 2023) | Type | % of Portfolio |
| BHP Group Ltd | Equity | 3.13% |
| Login now to view the complete list of holdings. | ||
The objective of the Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth managed fund is To outperform the MSCI All Country World Index over rolling five year periods before fees and taxes.
The strategy of the Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth managed fund is The option is a purely stock-driven, unconstrained global equity strategy focused on investing in exceptional growth companies. This approach is expressly long term, with Baillie Gifford holding a belief that investing in companies with the scope to grow to multiples of their current size has the potential to transform the returns for investors over time. The option does not hedge currency risk.
The APIR code of the Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth managed fund is FSF1713AU.
Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 31 Oct 2020.
Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth’s total return for the last three months was 0%. This was made up of a growth return of 0% and an income return of 0%%. These returns were calculated as at 31 Oct 2020.
Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth’s one-year total return is -13.41%. This was made up of a growth return of -13.41% and an income return of 0%. These returns were calculated as at 31 Oct 2020.
Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth’s one-year total return is -0.78%. This was made up of a growth return of -0.78% and an income return of 0%. These returns were calculated as at 31 Oct 2020.
The asset allocation of the Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth managed fund is :
The Responsible Entity for the Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth managed fund is Colonial First State Investments Limited.
The Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth managed fund belongs to the Multisector Aggressive sector/asset class.
As at 31 Oct 2020, the size of the Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth managed fund was $0 million.
The Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth managed fund has an inception date of 18 May 2015.
The current entry price of the Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth managed fund is $1.1736 per unit and the current exit price is $1.1736 per unit (as at 10 Nov 2020).
The current exit price of the Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth managed fund is $1.1736 per unit and the current entry price is $1.1736 per unit (as at 10 Nov 2020).
The minimum initial investment amount for the Colonial FirstChoice Pension - Milliman Managed Risk Multi-index High Growth managed fund is $0. 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.