Colonial FirstChoice Wholesale Pension - Acadian Global Equity - Managed Fund

Fund Objective

To maximise risk-adjusted; long term active returns from a diversified portfolio of global securities while actively incorporating a range of Environmental; Social and Governance (ESG) investment criteria and reducing exposure to carbon intensive companies relative to the benchmark. The option aims to outperform the MSCI World (ex Australia) Index over rolling four year periods before fees and taxes.

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.

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Fees Comparison

% p.a.

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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	0.4%	5.66%	2.41%	18.77%	19.07%	20.3%	17.09%	12.32%
Growth return	0.4%	5.66%	2.41%	18.77%	19.07%	20.3%	17.09%	12.32%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (MSCI World Ex Australia NR AUD)
Total return	0.92%	6.62%	5.1%	20.06%	19.45%	20.5%	15.74%	12.6%

As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Pension - Acadian Global Equity

Australian Equities: 0.56%

International Equities: 105.64%

Cash: -6.21%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 1.45%

International Equities: 95.50%

Cash: 1.75%

Property & Infrastructure: 1.15%

Fixed Interest: 0%

Alternatives: 0.14%

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice Wholesale Pension - Acadian Global Equity
APIR Code	FSF0760AU
Sector/Asset Class	Equity World Large Value
Morningstar Rating	(as at 31 Aug 2025)
Legal Structure	Allocated Pension
Fund Inception	16 May 2005
Fund Size	$45.24 million (as at 31 Aug 2025)
Entry Price	$5.6017 (as at 11 Sep 2025)
Exit Price	$5.5961 (as at 11 Sep 2025)
Fund Status	Open

Offer information

Type	Description
MER	1.01% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR)	1.01% (as at 30 Jun 2025)
Performance fee (not included in ICR)	Not Available
Minimum initial investment	$20,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025)	Type	% of Portfolio
NVIDIA Corp	Equity	6.52%
Login now to view the complete list of holdings.

FAQs about the Colonial FirstChoice Wholesale Pension - Acadian Global Equity

What is the objective of the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund?

The objective of the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund is To maximise risk-adjusted; long term active returns from a diversified portfolio of global securities while actively incorporating a range of Environmental; Social and Governance (ESG) investment criteria and reducing exposure to carbon intensive companies relative to the benchmark. The option aims to outperform the MSCI World (ex Australia) Index over rolling four year periods before fees and taxes.

What is the strategy for the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund?

The strategy of the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund is

What is the APIR code of the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund?

The APIR code of the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund is FSF0760AU.

What was Colonial FirstChoice Wholesale Pension - Acadian Global Equity’s total return last month?

Colonial FirstChoice Wholesale Pension - Acadian Global Equity’s total return last month was 0.4%. This was made up of a growth return of 0.4% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What was Colonial FirstChoice Wholesale Pension - Acadian Global Equity’s total return for the last three months?

Colonial FirstChoice Wholesale Pension - Acadian Global Equity’s total return for the last three months was 5.66%. This was made up of a growth return of 5.66% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

What is Colonial FirstChoice Wholesale Pension - Acadian Global Equity’s one-year total return?

Colonial FirstChoice Wholesale Pension - Acadian Global Equity’s one-year total return is 18.77%. This was made up of a growth return of 18.77% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What is Colonial FirstChoice Wholesale Pension - Acadian Global Equity’s three-year total return?

Colonial FirstChoice Wholesale Pension - Acadian Global Equity’s one-year total return is 20.3%. This was made up of a growth return of 20.3% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What is the asset allocation of the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund?

The asset allocation of the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund is :

Australian Equities: 0.56%

International Equities: 105.64%

Cash: -6.21%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund belong to?

The Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund belongs to the Equity World Large Value sector/asset class.

What is the size of the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund?

As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund was $45.24 million.

What is the inception date of the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund?

The Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund has an inception date of 16 May 2005.

What is the current entry price of the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund?

The current entry price of the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund is $5.6017 per unit and the current exit price is $5.5961 per unit (as at 11 Sep 2025).

What is the current exit price of the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund?

The current exit price of the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund is $5.5961 per unit and the current entry price is $5.6017 per unit (as at 11 Sep 2025).

What is the minimum investment amount for the Colonial FirstChoice Wholesale Pension - Acadian Global Equity managed fund?

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