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 | -0.74% | 6.1% | -0.69% | 5.54% | 15.55% | 7.94% | 7.98% | 9.25% |
Growth return | -0.74% | 6.1% | -0.69% | 5.54% | 15.55% | 7.94% | 7.98% | 9.25% |
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 Personal Super - Ausbil Active Sustain Equities | |
Closed | |
Colonial First State Investments Limited | |
FSF0281AU | |
Equity Australia Large Growth | |
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|
Superannuation Fund | |
13 May 2002 | |
$12.59 million (as at 30 Apr 2022) | |
$4.4263 (as at 20 May 2022) | |
$4.4086 (as at 20 May 2022) | |
Finalised |
Type | Description |
MER | 1.05% (as at 28 Aug 2025) |
Indirect Cost Ratio (ICR) | 1.05% (as at 30 Jun 2025) |
Performance fee (not included in ICR) | Not Available |
Minimum initial investment | $20,000 |
Minimum redemption amount |
Holding (as at 28 Feb 2025) | Type | % of Portfolio |
Commonwealth Bank of Australia | Equity | 7% |
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The objective of the Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities managed fund is The option aims to achieve returns (before fees and taxes) in excess of the S&P/ASX 200 Accumulation Index over rolling three-year periods by primarily investing in listed Australian companies which meet Ausbil's sustainable approach to investing.
The strategy of the Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities managed fund is The strategy uses proprietary models and advanced data analytics to unlock opportunities. The option's systematic approach to investment management looks to produce repeatable and consistent results in a risk aware framework. The strategy aims to deliver differentiated returns and also takes into consideration ESG insights when assessing companies. At a similar level of risk to the benchmark, the goal is to deliver additional risk control returns as well as broad market exposure.
The APIR code of the Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities managed fund is FSF0281AU.
Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities’s total return last month was -0.74%. This was made up of a growth return of -0.74% and an income return of 0%. These returns were calculated as at 30 Apr 2022.
Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities’s total return for the last three months was 6.1%. This was made up of a growth return of 6.1% and an income return of 0%%. These returns were calculated as at 30 Apr 2022.
Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities’s one-year total return is 5.54%. This was made up of a growth return of 5.54% and an income return of 0%. These returns were calculated as at 30 Apr 2022.
Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities’s one-year total return is 7.94%. This was made up of a growth return of 7.94% and an income return of 0%. These returns were calculated as at 30 Apr 2022.
The asset allocation of the Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities managed fund is :
The Responsible Entity for the Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities managed fund is Colonial First State Investments Limited.
The Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities managed fund belongs to the Equity Australia Large Growth sector/asset class.
As at 30 Apr 2022, the size of the Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities managed fund was $12.59 million.
The Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities managed fund has an inception date of 13 May 2002.
The current entry price of the Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities managed fund is $4.4263 per unit and the current exit price is $4.4086 per unit (as at 20 May 2022).
The current exit price of the Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities managed fund is $4.4086 per unit and the current entry price is $4.4263 per unit (as at 20 May 2022).
The minimum initial investment amount for the Colonial FirstChoice Personal Super - Ausbil Active Sustain Equities 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.