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 | 0.32% | -1.15% | -0.71% | 0.44% | 4.11% | 2.57% | 2.87% | 3.89% |
Growth return | 0.32% | -1.15% | -0.71% | 0.44% | 4.11% | 2.57% | 2.87% | 3.89% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
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Total return | 1.06% | 2.87% | 4.38% | 7.21% | 7.92% | 6.66% | 3.89% | 4.5% |
Type | Description |
Colonial FirstChoice Personal Super - Perpetual Conservative Growth | |
Closed | |
Colonial First State Investments Limited | |
FSF0303AU | |
Multisector Moderate | |
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|
Superannuation Fund | |
13 May 2002 | |
$26.12 million (as at 30 Apr 2022) | |
$2.2468 (as at 20 May 2022) | |
$2.2423 (as at 20 May 2022) | |
Finalised |
Type | Description |
MER | 1.21% (as at 28 Aug 2025) |
Indirect Cost Ratio (ICR) | 1.21% (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 |
BetaShares Aus High Interest Cash ETF | Mutual Fund - ETF | 6.50% |
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The objective of the Colonial FirstChoice Personal Super - Perpetual Conservative Growth managed fund is To provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash and fixed income securities. The option aims to outperform CPI + 3.5% pa (before fees and taxes) over at least two-year periods and to outperform its composite benchmark over rolling three-year periods before fees and taxes.
The strategy of the Colonial FirstChoice Personal Super - Perpetual Conservative Growth managed fund is Perpetual invests in a diverse mix of growth, defensive and other assets with a focus on cash, enhanced cash and fixed income securities. Tactical asset allocation strategies may be applied, which involves the option adjusting its exposure to asset classes on a regular basis within the allocation ranges. Currency hedges may be used from time totime. Derivatives and exchange traded funds maybe used.
The APIR code of the Colonial FirstChoice Personal Super - Perpetual Conservative Growth managed fund is FSF0303AU.
Colonial FirstChoice Personal Super - Perpetual Conservative Growth’s total return last month was 0.32%. This was made up of a growth return of 0.32% and an income return of 0%. These returns were calculated as at 30 Apr 2022.
Colonial FirstChoice Personal Super - Perpetual Conservative Growth’s total return for the last three months was -1.15%. This was made up of a growth return of -1.15% and an income return of 0%%. These returns were calculated as at 30 Apr 2022.
Colonial FirstChoice Personal Super - Perpetual Conservative Growth’s one-year total return is 0.44%. This was made up of a growth return of 0.44% and an income return of 0%. These returns were calculated as at 30 Apr 2022.
Colonial FirstChoice Personal Super - Perpetual Conservative Growth’s one-year total return is 2.57%. This was made up of a growth return of 2.57% and an income return of 0%. These returns were calculated as at 30 Apr 2022.
The asset allocation of the Colonial FirstChoice Personal Super - Perpetual Conservative Growth managed fund is :
The Responsible Entity for the Colonial FirstChoice Personal Super - Perpetual Conservative Growth managed fund is Colonial First State Investments Limited.
The Colonial FirstChoice Personal Super - Perpetual Conservative Growth managed fund belongs to the Multisector Moderate sector/asset class.
As at 30 Apr 2022, the size of the Colonial FirstChoice Personal Super - Perpetual Conservative Growth managed fund was $26.12 million.
The Colonial FirstChoice Personal Super - Perpetual Conservative Growth managed fund has an inception date of 13 May 2002.
The current entry price of the Colonial FirstChoice Personal Super - Perpetual Conservative Growth managed fund is $2.2468 per unit and the current exit price is $2.2423 per unit (as at 20 May 2022).
The current exit price of the Colonial FirstChoice Personal Super - Perpetual Conservative Growth managed fund is $2.2423 per unit and the current entry price is $2.2468 per unit (as at 20 May 2022).
The minimum initial investment amount for the Colonial FirstChoice Personal Super - Perpetual Conservative Growth 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.