Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus - Managed Fund

Fund Objective

To allocate 90% of investments to a diversified portfolio of shares, property and infrastructure securities. In order to provide further diversification, the portfolio is allocated across a number of leading investment managers. The portfolio will also allocate 10% to investments designed to generate additional income and to further diversify returns. Income from investments is used to pay the costs of gearing.

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	0.65%	4.94%	4.7%	16.53%	20.11%	22.09%	10.68%	13.59%
Growth return	0.84%	5.54%	5.91%	18.33%	21.03%	22.72%	11.02%	13.76%
Income return	-0.19%	-0.6%	-1.21%	-1.8%	-0.92%	-0.63%	-0.34%	-0.17%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return	0.76%	2.43%	4.44%	9.43%	11.97%	13.26%	8.39%	10.07%

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

Asset Allocation

Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus

Australian Equities: 60.79%

International Equities: 103.88%

Cash: -86.21%

Property & Infrastructure: 10.93%

Alternatives: 10.61%

Fixed Interest: 0%

Average Allocation of Peers

Australian Equities: 33.49%

International Equities: 48.55%

Cash: 3.51%

Property & Infrastructure: 4.79%

Alternatives: 4.16%

Fixed Interest: 5.50%

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus
Responsible Entity	Colonial First State Investments Limited
APIR Code	FSF0947AU
Sector/Asset Class	Multisector Aggressive
Morningstar Rating	(as at 31 Jul 2026)
Legal Structure	Allocated Pension
Fund Inception	19 May 2008
Fund Size	$8.56 million (as at 31 Jul 2026)
Entry Price	$5.6161 (as at 2 Sep 2026)
Exit Price	$5.5907 (as at 2 Sep 2026)
Fund Status	Open

Offer information

Type	Description
MER	2.11% (as at 23 May 2026)
Indirect Cost Ratio (ICR)	2.29% (as at 30 Jun 2025)
Minimum initial investment	$20,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Apr 2026)

Holding (as at 30 Apr 2026)	Type	% of Portfolio
Loan		119.56%
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FAQs about the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus

What is the objective of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund?

The objective of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund is To allocate 90% of investments to a diversified portfolio of shares, property and infrastructure securities. In order to provide further diversification, the portfolio is allocated across a number of leading investment managers. The portfolio will also allocate 10% to investments designed to generate additional income and to further diversify returns. Income from investments is used to pay the costs of gearing.

What is the strategy for the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund?

The strategy of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund is To allocate 90% of investments to a diversified portfolio of shares, property and infrastructure securities. In order to provide further diversification, the portfolio is allocated across a number of leading investment managers. The portfolio will also allocate 10% to investments designed to generate additional income and to further diversify returns. Income from investments is used to pay the costs of gearing.

What is the APIR code of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund?

The APIR code of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund is FSF0947AU.

What was Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus’s total return last month?

Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus’s total return last month was 0.65%. This was made up of a growth return of 0.84% and an income return of -0.19%. These returns were calculated as at 31 Aug 2026.

What was Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus’s total return for the last three months?

Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus’s total return for the last three months was 4.94%. This was made up of a growth return of 5.54% and an income return of -0.6%%. These returns were calculated as at 31 Aug 2026.

What is Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus’s one-year total return?

Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus’s one-year total return is 16.53%. This was made up of a growth return of 18.33% and an income return of -1.8%. These returns were calculated as at 31 Aug 2026.

What is Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus’s three-year total return?

Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus’s one-year total return is 22.09%. This was made up of a growth return of 22.72% and an income return of -0.63%. These returns were calculated as at 31 Aug 2026.

What is the asset allocation of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund?

The asset allocation of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund is :

Australian Equities: 60.79%

International Equities: 103.88%

Cash: -86.21%

Property & Infrastructure: 10.93%

Alternatives: 10.61%

Fixed Interest: 0%

Who is the responsible Entity of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund?

The Responsible Entity for the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund is Colonial First State Investments Limited.

What sector/asset class does the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund belong to?

The Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund belongs to the Multisector Aggressive sector/asset class.

What is the size of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund?

As at 31 Jul 2026, the size of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund was $8.56 million.

What is the inception date of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund?

The Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund has an inception date of 19 May 2008.

What is the current entry price of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund?

The current entry price of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund is $5.6161 per unit and the current exit price is $5.5907 per unit (as at 2 Sep 2026).

What is the current exit price of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund?

The current exit price of the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund is $5.5907 per unit and the current entry price is $5.6161 per unit (as at 2 Sep 2026).

What is the minimum investment amount for the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus managed fund?

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus 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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