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  5. Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth) - Managed fund profile

Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth) - Managed Fund (Closed)

Fund Objective
To provide positive interest income at a fixed rate for the relevant term and very low risk by depositing funds with Commonwealth Bank of Australia.
Fund Strategy
To invest in a fixed rate term deposit product offered by Commonwealth Bank of Australia.

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 -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.3% 0.91% 1.91% 4.09% 4.22% 4% 2.52% 2.06%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth)
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
44.85%
Australian Equities
3.94%
International Equities
6.69%
Property & Infrastructure
1.44%
Fixed Interest
20.69%
Alternatives
22.40%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth)
Closed
Colonial First State Investments Limited
FSF1053AU
Australian Cash
Not Rated
Investment Fund
24 Jul 2009
$3 million (as at 31 Jul 2021)
n/a
n/a
Finalised
Offer information
Type Description
MER 0% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 0% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

FAQs about the Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth)

The objective of the Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth) managed fund is To provide positive interest income at a fixed rate for the relevant term and very low risk by depositing funds with Commonwealth Bank of Australia.

The strategy of the Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth) managed fund is To invest in a fixed rate term deposit product offered by Commonwealth Bank of Australia.

The APIR code of the Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth) managed fund is FSF1053AU.

Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth)’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth)’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth)’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 .

Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth)’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 .

The asset allocation of the Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth) managed fund is :

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

The Responsible Entity for the Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth) managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth) managed fund belongs to the Australian Cash sector/asset class.

As at 31 Jul 2021, the size of the Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth) managed fund was $3 million.

The Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth) managed fund has an inception date of 24 Jul 2009.

The current entry price of the Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth) managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth) managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Investment - FirstRate Wholesale Term Deposit (9Mth) managed fund is $5,000. 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.