Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares - Managed Fund

The objective of the Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares managed fund is This option invests in a concentrated portfolio of leading global companies across sectors and regions, selected for their ability to compound excess economic returns over time. Using a fundamental, bottom-up, research-intensive approach, it focuses on high-quality businesses with strong market positions, superior customer outcomes, and high return on invested capital (ROIC). The Investment Manager seeks to acquire these companies at discounts to their intrinsic value to maximize shareholder returns.

The strategy of the Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares managed fund is This option invests in a concentrated portfolio of leading global companies across sectors and regions, selected for their ability to compound excess economic returns over time. Using a fundamental, bottom-up, research-intensive approach, it focuses on high-quality businesses with strong market positions, superior customer outcomes, and high return on invested capital (ROIC). The Investment Manager seeks to acquire these companies at discounts to their intrinsic value to maximize shareholder returns.

The APIR code of the Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares managed fund is FSF0554AU.

Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares’s total return last month was -5.33%. This was made up of a growth return of -0.94% and an income return of -4.39%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares’s total return for the last three months was -6.13%. This was made up of a growth return of -7.34% and an income return of 1.21%%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares’s one-year total return is -5.19%. This was made up of a growth return of -6.19% and an income return of 1%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares’s one-year total return is 8.11%. This was made up of a growth return of 6.94% and an income return of 1.17%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares managed fund is :

The Responsible Entity for the Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares managed fund is Colonial First State Investments Limited.

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

As at 31 Dec 2025, the size of the Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares managed fund was $50902441 million.

The Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares managed fund is $4.5683 per unit and the current exit price is $4.5591 per unit (as at 9 Feb 2026).

The current exit price of the Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares managed fund is $4.5591 per unit and the current entry price is $4.5683 per unit (as at 9 Feb 2026).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Ironbark Brown Advance Global Shares managed fund is $20,000. Minimum additional investment is $0.