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  5. Colonial FirstChoice - Platinum Asia - Managed fund profile

Colonial FirstChoice - Platinum Asia - Managed Fund

Fund Objective
To provide capital growth over the long term through searching out undervalued listed (and unlisted) investments in the Asian region excluding Japan. The option aims to outperform the MSCI All Country Asia (ex Japan) Index over rolling five year periods before fees and taxes.
Fund Strategy
The option primarily invests in the listed securities of Asian companies.The portfolio will ideally consist of 30-80 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 & 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

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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 6.4% 16.49% 12.12% 25.22% 10.9% 11.23% 5.95% 7.42%
Growth return 6.4% 15.87% 11.53% 23.55% 10.14% 10.6% 2.18% 1.45%
Income return 0% 0.62% 0.59% 1.67% 0.76% 0.63% 3.77% 5.97%
Market index (MSCI AC Asia Ex Japan NR AUD)
Total return 4.39% 13.78% 12.93% 21.67% 15.49% 13.62% 7.52% 7.78%
As at 31 Jul 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice - Platinum Asia
International Equities
95.89%
Cash
4.11%
Property & Infrastructure
0%
Average Allocation of Peers
International Equities
96.54%
Cash
3.44%
Property & Infrastructure
0.02%

General Information

Fund Details
Type Description
Colonial FirstChoice - Platinum Asia
Colonial First State Investments Limited
FSF1079AU
Equity Asia Pacific w/o Japan
starstarstar (as at 31 Jul 2025)
Investment Fund
22 Mar 2010
$23.22 million (as at 31 Jul 2025)
$1.688 (as at 27 Aug 2025)
$1.6829 (as at 27 Aug 2025)
Open
Offer information
Type Description
MER 1.69% (as at 24 May 2025)
Indirect Cost Ratio (ICR) - Estimated 2% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Taiwan Semiconductor Manufacturing Co Ltd Equity 9.48%
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FAQs about the Colonial FirstChoice - Platinum Asia

The objective of the Colonial FirstChoice - Platinum Asia managed fund is To provide capital growth over the long term through searching out undervalued listed (and unlisted) investments in the Asian region excluding Japan. The option aims to outperform the MSCI All Country Asia (ex Japan) Index over rolling five year periods before fees and taxes.

The strategy of the Colonial FirstChoice - Platinum Asia managed fund is The option primarily invests in the listed securities of Asian companies.The portfolio will ideally consist of 30-80 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 & 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 - Platinum Asia managed fund is FSF1079AU.

Colonial FirstChoice - Platinum Asia’s total return last month was 6.4%. This was made up of a growth return of 6.4% and an income return of 0%. These returns were calculated as at 31 Jul 2025.

Colonial FirstChoice - Platinum Asia’s total return for the last three months was 16.49%. This was made up of a growth return of 15.87% and an income return of 0.62%%. These returns were calculated as at 31 Jul 2025.

Colonial FirstChoice - Platinum Asia’s one-year total return is 25.22%. This was made up of a growth return of 23.55% and an income return of 1.67%. These returns were calculated as at 31 Jul 2025.

Colonial FirstChoice - Platinum Asia’s one-year total return is 11.23%. This was made up of a growth return of 10.6% and an income return of 0.63%. These returns were calculated as at 31 Jul 2025.

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

International Equities
95.89%
Cash
4.11%
Property & Infrastructure
0%

The Responsible Entity for the Colonial FirstChoice - Platinum Asia managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice - Platinum Asia managed fund belongs to the Equity Asia Pacific w/o Japan sector/asset class.

As at 31 Jul 2025, the size of the Colonial FirstChoice - Platinum Asia managed fund was $23.22 million.

The Colonial FirstChoice - Platinum Asia managed fund has an inception date of 22 Mar 2010.

The current entry price of the Colonial FirstChoice - Platinum Asia managed fund is $1.688 per unit and the current exit price is $1.6829 per unit (as at 27 Aug 2025).

The current exit price of the Colonial FirstChoice - Platinum Asia managed fund is $1.6829 per unit and the current entry price is $1.688 per unit (as at 27 Aug 2025).

The minimum initial investment amount for the Colonial FirstChoice - Platinum Asia managed fund is $20,000.

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.