InvestSMART

Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged - Managed Fund (Closed)

Fund Objective
To provide capital and income growth by investing in global shares and outperforming the MSCI All Country World (ex Australia) Index, hedged to Australian dollars over rolling five-year periods before fees and taxes.
Fund Strategy
Realindex forms a universe of companies based on accounting measures. Factors such as quality, near-term value and momentum are applied to form a final portfolio of companies. The resulting portfolio has a value tilt relative to the benchmark and provides the benefits of being lower in cost, lower turnover and highly diversified compared to traditional active investment strategies. This fund aims to hedge currency risk.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -3.37% -4.41% -2.31% 2.71% 20.05% 6.81% 6.67% 8.69%
Growth return -3.37% -4.41% -2.31% 2.71% 20.05% 6.81% 6.67% 8.69%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 30 Apr 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged
Australian Equities
0.06%
International Equities
97.53%
Cash
2.41%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
0.06%
International Equities
98.27%
Cash
1.45%
Property & Infrastructure
0.20%
Fixed Interest
0.03%
Alternatives
0%

General Information

Fund Details
Type Description
Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged
Closed
Colonial First State Investments Limited
FSF0995AU
Equity World - Currency Hedged
starstar (as at 30 Apr 2022)
Superannuation Fund
17 Nov 2008
$8.29 million (as at 30 Apr 2022)
$3.2573 (as at 20 May 2022)
$3.2508 (as at 20 May 2022)
Finalised
Offer information
Type Description
MER 0.77% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 0.77% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 31 Aug 2025)

Holding (as at 31 Aug 2025) Type % of Portfolio
Apple Inc Equity 2.42%
Login now to view the complete list of holdings.

FAQs about the Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged

The objective of the Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged managed fund is To provide capital and income growth by investing in global shares and outperforming the MSCI All Country World (ex Australia) Index, hedged to Australian dollars over rolling five-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged managed fund is Realindex forms a universe of companies based on accounting measures. Factors such as quality, near-term value and momentum are applied to form a final portfolio of companies. The resulting portfolio has a value tilt relative to the benchmark and provides the benefits of being lower in cost, lower turnover and highly diversified compared to traditional active investment strategies. This fund aims to hedge currency risk.

The APIR code of the Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged managed fund is FSF0995AU.

Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged’s total return last month was -3.37%. This was made up of a growth return of -3.37% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged’s total return for the last three months was -4.41%. This was made up of a growth return of -4.41% and an income return of 0%%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged’s one-year total return is 2.71%. This was made up of a growth return of 2.71% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged’s one-year total return is 6.81%. This was made up of a growth return of 6.81% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

The asset allocation of the Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged managed fund is :

Australian Equities
0.06%
International Equities
97.53%
Cash
2.41%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 30 Apr 2022, the size of the Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged managed fund was $8.29 million.

The Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged managed fund has an inception date of 17 Nov 2008.

The current entry price of the Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged managed fund is $3.2573 per unit and the current exit price is $3.2508 per unit (as at 20 May 2022).

The current exit price of the Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged managed fund is $3.2508 per unit and the current entry price is $3.2573 per unit (as at 20 May 2022).

The minimum initial investment amount for the Colonial FirstChoice Personal Super - Realindex Global Shares - Hedged 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.