Colonial FirstChoice - MFS Global Equity - Managed Fund

The objective of the Colonial FirstChoice - MFS Global Equity managed fund is To provide capital appreciation over the longer term by investing in a diversified portfolio of global shares (unhedged) and aims to outperform the MSCI World Index over rolling five-year periods; before fees and taxes.

The strategy of the Colonial FirstChoice - MFS Global Equity managed fund is MFS' philosophy is based on the belief that companies with durable above-average growth and return prospects; which are not reflected in their valuation; will outperform over the long run. The value of compounding high returns on capital and above-average growth rates over long time periods is often underestimated by the market. Through fundamental analysis; MFS seeks to identify enduring businesses; focusing on operational risks and the long-term potential for change. This option does not typically hedge currency risk.

The APIR code of the Colonial FirstChoice - MFS Global Equity managed fund is FSF0480AU.

Colonial FirstChoice - MFS Global Equity’s total return last month was 0.54%. This was made up of a growth return of 0.54% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice - MFS Global Equity’s total return for the last three months was 2.1%. This was made up of a growth return of -13.32% and an income return of 15.42%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice - MFS Global Equity’s one-year total return is 9.94%. This was made up of a growth return of -8.36% and an income return of 18.3%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice - MFS Global Equity’s one-year total return is 12.07%. This was made up of a growth return of -2.38% and an income return of 14.45%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Colonial FirstChoice - MFS Global Equity managed fund is :

The Responsible Entity for the Colonial FirstChoice - MFS Global Equity managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice - MFS Global Equity managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Aug 2025, the size of the Colonial FirstChoice - MFS Global Equity managed fund was $160.07 million.

The Colonial FirstChoice - MFS Global Equity managed fund has an inception date of 13 May 2002.

The current entry price of the Colonial FirstChoice - MFS Global Equity managed fund is $1.0398 per unit and the current exit price is $1.0387 per unit (as at 17 Sep 2025).

The current exit price of the Colonial FirstChoice - MFS Global Equity managed fund is $1.0387 per unit and the current entry price is $1.0398 per unit (as at 17 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice - MFS Global Equity managed fund is $20,000.