InvestSMART

Colonial FirstChoice Pension - Platinum International - Managed Fund (Closed)

Fund Objective
To provide capital growth over the long term through searching out undervalued listed (and unlisted) investments around the world. The option aims to outperform the MSCI All Country World Index over rolling five-year periods before fees and taxes.
Fund Strategy
The option primarily invests in listed securities. The portfolio will ideally consist of 70-140 securities that the manager believes to be undervalued by the market. Cash may be held when undervalued securities cannot be found. The manager may short sell securities & the portfolio will typically have 50% or more net equity exposure. Derivatives may be used for risk management & for opportunities to increase returns,the effective exposure of derivatives & stocks will not exceed 150% of the portfolio's value. Currency is actively managed.

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 0.97% 4.73% 14.4% 7.64% 4.51% 6.93% 4.36% 9.78%
Growth return 0.97% 4.73% 14.4% 7.64% 4.51% 6.93% 4.36% 9.78%
Income return 0% 0% 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 - Platinum International
Australian Equities
0.22%
International Equities
97.53%
Cash
2.26%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
1.42%
International Equities
95.53%
Cash
1.75%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.15%

General Information

Fund Details
Type Description
Colonial FirstChoice Pension - Platinum International
Closed
FSF0412AU
Equity World Large Blend
starstar (as at 28 Feb 2023)
Allocated Pension
28 Feb 2003
$66.95 million (as at 28 Feb 2023)
$4.5853 (as at 17 Mar 2023)
$4.5761 (as at 17 Mar 2023)
Finalised
Offer information
Type Description
MER 1.85% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 1.85% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Alphabet Inc Class C Equity 3.97%
Login now to view the complete list of holdings.

FAQs about the Colonial FirstChoice Pension - Platinum International

The objective of the Colonial FirstChoice Pension - Platinum International managed fund is To provide capital growth over the long term through searching out undervalued listed (and unlisted) investments around the world. The option aims to outperform the MSCI All Country World Index over rolling five-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Pension - Platinum International managed fund is The option primarily invests in listed securities. The portfolio will ideally consist of 70-140 securities that the manager believes to be undervalued by the market. Cash may be held when undervalued securities cannot be found. The manager may short sell securities & the portfolio will typically have 50% or more net equity exposure. Derivatives may be used for risk management & for opportunities to increase returns,the effective exposure of derivatives & stocks will not exceed 150% of the portfolio's value. Currency is actively managed.

The APIR code of the Colonial FirstChoice Pension - Platinum International managed fund is FSF0412AU.

Colonial FirstChoice Pension - Platinum International’s total return last month was 0.97%. This was made up of a growth return of 0.97% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Platinum International’s total return for the last three months was 4.73%. This was made up of a growth return of 4.73% and an income return of 0%%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Platinum International’s one-year total return is 7.64%. This was made up of a growth return of 7.64% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

Colonial FirstChoice Pension - Platinum International’s one-year total return is 6.93%. This was made up of a growth return of 6.93% and an income return of 0%. These returns were calculated as at 28 Feb 2023.

The asset allocation of the Colonial FirstChoice Pension - Platinum International managed fund is :

Australian Equities
0.22%
International Equities
97.53%
Cash
2.26%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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

As at 28 Feb 2023, the size of the Colonial FirstChoice Pension - Platinum International managed fund was $66.95 million.

The Colonial FirstChoice Pension - Platinum International managed fund has an inception date of 28 Feb 2003.

The current entry price of the Colonial FirstChoice Pension - Platinum International managed fund is $4.5853 per unit and the current exit price is $4.5761 per unit (as at 17 Mar 2023).

The current exit price of the Colonial FirstChoice Pension - Platinum International managed fund is $4.5761 per unit and the current entry price is $4.5853 per unit (as at 17 Mar 2023).

The minimum initial investment amount for the Colonial FirstChoice Pension - Platinum International 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.