InvestSMART

Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share - Managed Fund

Fund Objective
To magnify long-term capital growth by borrowing to invest in predominantly Australian companies. The option aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes.
Fund Strategy
This option uses detailed risk analysis to design a portfolio of shares that provides the greatest likelihood of matching the performance of the S&P/ASX 100 Accumulation Index. All shares in this option are maintained within a very close margin to their weight in the index. The option predominantly invests in Australian companies and therefore does not hedge currency risk. The option utilises gearing to magnify returns from underlying investments.

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 -1.7% 15.12% -% -% -% -% -% -%
Growth return -1.7% 15.12% -% -% -% -% -% -%
Income return 0% 0% -% -% -% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return -0.78% 4.71% 14.66% 10.56% 16.03% 15.17% 12.98% 10.11%
As at 30 Apr 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
93.40%
International Equities
5.08%
Cash
-0.72%
Property & Infrastructure
1.40%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share
Colonial First State Investments Limited
FSF2456AU
Equity Australia Large Blend
Not Rated
Superannuation Fund
13 Dec 2021
$0.34 million (as at 31 Mar 2022)
$0.9608 (as at 20 May 2022)
$0.9588 (as at 20 May 2022)
Open
Offer information
Type Description
MER 1.13% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 1.13% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available

FAQs about the Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share

The objective of the Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share managed fund is To magnify long-term capital growth by borrowing to invest in predominantly Australian companies. The option aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share managed fund is This option uses detailed risk analysis to design a portfolio of shares that provides the greatest likelihood of matching the performance of the S&P/ASX 100 Accumulation Index. All shares in this option are maintained within a very close margin to their weight in the index. The option predominantly invests in Australian companies and therefore does not hedge currency risk. The option utilises gearing to magnify returns from underlying investments.

The APIR code of the Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share managed fund is FSF2456AU.

Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share’s total return last month was -1.7%. This was made up of a growth return of -1.7% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share’s total return for the last three months was 15.12%. This was made up of a growth return of 15.12% and an income return of 0%%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2022.

The asset allocation of the Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Mar 2022, the size of the Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share managed fund was $0.34 million.

The Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share managed fund has an inception date of 13 Dec 2021.

The current entry price of the Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share managed fund is $0.9608 per unit and the current exit price is $0.9588 per unit (as at 20 May 2022).

The current exit price of the Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share managed fund is $0.9588 per unit and the current entry price is $0.9608 per unit (as at 20 May 2022).

The minimum initial investment amount for the Colonial FirstChoice Personal Super - Colonial Gear Index Australian Share managed fund is $.

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.