Colonial FirstChoice Wholesale Investment - Colonial Wholesale Australian Corporate Debt - Managed Fund

Fund Performance Comparison

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

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Benchmark ({{ }})
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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.

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 0.75 2.57 4.95 8.15 8.18 9.72 6.87 6.23
Growth return -1.33 2.13 -3.83 -3.15 0.03 2.6 0.74 0.05
Income return 2.08 0.44 8.78 11.3 8.15 7.12 6.13 6.18
Market index (BBgBarc Global Aggregate TR Hdg AUD)
Total return 0.97 2.87 2.55 3.34 3.29 3.28 4.67 6.52
As as 31 Jul 2012. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation


General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Investment - Colonial Wholesale Australian Corporate Debt
Colonial First State Investments Limited
Diversified Credit
starstarstarstar (as at 30 Sep 2012)
Investment Fund
1 Aug 2000
$0.25 million (as at 30 Sep 2014)
$1.7528 (as at 10 Oct 2014)
$1.7528 (as at 10 Oct 2014)
Fund Objective
To provide income-based returns that, over the medium term, outperform a domestic index of corporate bonds by investing in a diversified portfolio of higher yielding Australian fixed interest investments.
Fund Strategy
The option's strategy is to earn an income return from investing predominantly in Australian corporate debt, controlling risk through careful selection and monitoring, combined with broad diversification. The increased credit risk of corporate debt means that these investments have the potential to deliver higher returns over the medium term compared to government bonds. The option does not generally purchase securities that give rise to currency risk. If any currency risk does occur, the option will aim to hedge the risk.
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 0.61% (as at 11 Jun 2013) (Estimated)
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

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 cannot 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.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
InvestSMART International Equities 9.33%
Intelligent Investor Equity Income 7.66%
Intelligent Investor Equity Growth 7.22%
InvestSMART High Growth 7.10%
InvestSMART Core Growth 6.62%
InvestSMART Diversified Property and Infrastructure 5.31%
InvestSMART Balanced 5.28%
InvestSMART Hybrid Income 4.36%
InvestSMART Diversified Income 4.10%
InvestSMART Australian Small Companies Fund 2.80%
InvestSMART Interest Income 2.56%

* Returns p.a. since inception after investment & admin fees

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