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 | 0.62% | 2.8% | 2.89% | 14.7% | 22.06% | 8.27% | 8.09% | 10.51% |
Growth return | 0.62% | 2.8% | 2.89% | 14.7% | 22.06% | 8.27% | 8.09% | 10.51% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (S&P/ASX 200 A-REIT TR)
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Total return | 4.47% | 9.86% | 16.7% | 14.49% | 20.15% | 15.35% | 12.27% | 9% |
Type | Description |
Colonial FirstChoice Personal Super - Ironbark Property Securities | |
Closed | |
Colonial First State Investments Limited | |
FSF0296AU | |
Equity Australia Real Estate | |
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|
Superannuation Fund | |
13 May 2002 | |
$32.95 million (as at 30 Apr 2022) | |
$2.4285 (as at 20 May 2022) | |
$2.4261 (as at 20 May 2022) | |
Finalised |
Type | Description |
MER | 0.87% (as at 28 Aug 2025) |
Indirect Cost Ratio (ICR) | 0.87% (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 28 Feb 2025) | Type | % of Portfolio |
Goodman Group | Equity - REIT | 37.29% |
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The objective of the Colonial FirstChoice Personal Super - Ironbark Property Securities managed fund is Seeks to outperform the S&P/ASX 300 A-REIT Accumulation Index, after fees and before taxes, over rolling three-year periods.
The strategy of the Colonial FirstChoice Personal Super - Ironbark Property Securities managed fund is The option will generally be invested in property securities listed on the Australian Securities Exchange. As an active manager, the investment team seeks to hold securities that it believes will outperform the market. Decisions on which securities to buy or sell are based upon in-depth research of listed and direct property markets and also a disciplined approach to managing risk. The manager focuses on bottom-up security selection, but also believes it is important to consider overall portfolio exposures in terms of sector and geography.
The APIR code of the Colonial FirstChoice Personal Super - Ironbark Property Securities managed fund is FSF0296AU.
Colonial FirstChoice Personal Super - Ironbark Property Securities’s total return last month was 0.62%. This was made up of a growth return of 0.62% and an income return of 0%. These returns were calculated as at 30 Apr 2022.
Colonial FirstChoice Personal Super - Ironbark Property Securities’s total return for the last three months was 2.8%. This was made up of a growth return of 2.8% and an income return of 0%%. These returns were calculated as at 30 Apr 2022.
Colonial FirstChoice Personal Super - Ironbark Property Securities’s one-year total return is 14.7%. This was made up of a growth return of 14.7% and an income return of 0%. These returns were calculated as at 30 Apr 2022.
Colonial FirstChoice Personal Super - Ironbark Property Securities’s one-year total return is 8.27%. This was made up of a growth return of 8.27% and an income return of 0%. These returns were calculated as at 30 Apr 2022.
The asset allocation of the Colonial FirstChoice Personal Super - Ironbark Property Securities managed fund is :
The Responsible Entity for the Colonial FirstChoice Personal Super - Ironbark Property Securities managed fund is Colonial First State Investments Limited.
The Colonial FirstChoice Personal Super - Ironbark Property Securities managed fund belongs to the Equity Australia Real Estate sector/asset class.
As at 30 Apr 2022, the size of the Colonial FirstChoice Personal Super - Ironbark Property Securities managed fund was $32.95 million.
The Colonial FirstChoice Personal Super - Ironbark Property Securities managed fund has an inception date of 13 May 2002.
The current entry price of the Colonial FirstChoice Personal Super - Ironbark Property Securities managed fund is $2.4285 per unit and the current exit price is $2.4261 per unit (as at 20 May 2022).
The current exit price of the Colonial FirstChoice Personal Super - Ironbark Property Securities managed fund is $2.4261 per unit and the current entry price is $2.4285 per unit (as at 20 May 2022).
The minimum initial investment amount for the Colonial FirstChoice Personal Super - Ironbark Property Securities 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.