Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity - Managed Fund

Fund Objective

This strategy is designed for investors who may be seeking exposure to a mix of small to mid-cap Australian companies listed on the ASX and part of the S&P/ASX Mid Small (TR) Index, who can tolerate a high level of investment risk and the potential for negative returns in any single year. The long-term, strategic asset allocation aims to have 100% exposure to growth assets (shares and listed property).

Fund Strategy

Fund Performance Comparison

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Peers

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.78%	-1.86%	9.35%	21.01%	-%	-%	-%	-%
Growth return	-5.58%	-7.47%	-4.1%	14.08%	-%	-%	-%	-%
Income return	6.36%	5.61%	13.45%	6.93%	-%	-%	-%	-%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity

Australian Equities: 80.77%

International Equities: 11.43%

Cash: 7.79%

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity
Responsible Entity	Colonial First State Investments Limited
APIR Code	FSF2950AU
Morningstar Rating	Not Rated
Legal Structure	Unknown
Fund Inception	16 Mar 2024
Fund Size	$1091242 million (as at 31 Jan 2026)
Entry Price	$1.2855 (as at 18 Feb 2026)
Exit Price	$1.2804 (as at 18 Feb 2026)
Fund Status	Open

Offer information

Type	Description
MER	2.66% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR)	1.04% (as at 30 Jun 2025)
Minimum initial investment	$1,000.00
Minimum additional investments

Top 10 holdings (as at 31 Jan 2026)

Holding (as at 31 Jan 2026)	Type	% of Portfolio
SGH Ltd		6.43%
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FAQs about the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity

What is the objective of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund?

The objective of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund is This strategy is designed for investors who may be seeking exposure to a mix of small to mid-cap Australian companies listed on the ASX and part of the S&P/ASX Mid Small (TR) Index, who can tolerate a high level of investment risk and the potential for negative returns in any single year. The long-term, strategic asset allocation aims to have 100% exposure to growth assets (shares and listed property).

What is the strategy for the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund?

The strategy of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund is This strategy is designed for investors who may be seeking exposure to a mix of small to mid-cap Australian companies listed on the ASX and part of the S&P/ASX Mid Small (TR) Index, who can tolerate a high level of investment risk and the potential for negative returns in any single year. The long-term, strategic asset allocation aims to have 100% exposure to growth assets (shares and listed property).

What is the APIR code of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund?

The APIR code of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund is FSF2950AU.

What was Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity’s total return last month?

Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity’s total return last month was 0.78%. This was made up of a growth return of -5.58% and an income return of 6.36%. These returns were calculated as at 31 Jan 2026.

What was Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity’s total return for the last three months?

Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity’s total return for the last three months was -1.86%. This was made up of a growth return of -7.47% and an income return of 5.61%%. These returns were calculated as at 31 Jan 2026.

What is Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity’s one-year total return?

Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity’s one-year total return is 21.01%. This was made up of a growth return of 14.08% and an income return of 6.93%. These returns were calculated as at 31 Jan 2026.

What is Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity’s three-year total return?

Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity’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 31 Jan 2026.

What is the asset allocation of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund?

The asset allocation of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund is :

Australian Equities: 80.77%

International Equities: 11.43%

Cash: 7.79%

Who is the responsible Entity of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund?

The Responsible Entity for the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund is Colonial First State Investments Limited.

What is the size of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund?

As at 31 Jan 2026, the size of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund was $1091242 million.

What is the inception date of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund?

The Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund has an inception date of 16 Mar 2024.

What is the current entry price of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund?

The current entry price of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund is $1.2855 per unit and the current exit price is $1.2804 per unit (as at 18 Feb 2026).

What is the current exit price of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund?

The current exit price of the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund is $1.2804 per unit and the current entry price is $1.2855 per unit (as at 18 Feb 2026).

What is the minimum investment amount for the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund?

The minimum initial investment amount for the Colonial FirstChoice Wholesale Investment - Infinity SMID Australian Equity managed fund is $1,000. 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.

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