Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 1.99% | 7.75% | 7.73% | 14.89% | 19.53% | 16% | 10.18% | 9.18% |
Growth return | 1.99% | 7.75% | 7.73% | 14.89% | 19.53% | 16% | 10.18% | 9.18% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Vanguard Intl Shares Index Hdg AUD TR)
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Total return | 0.87% | 5.67% | 9.66% | 13.17% | 16.48% | 15.02% | 12.89% | 11.13% |
Type | Description |
Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged | |
FSF0828AU | |
Equity World - Currency Hedged | |
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Allocated Pension | |
3 Mar 2006 | |
$25.1 million (as at 31 Aug 2025) | |
$3.337 (as at 24 Sep 2025) | |
$3.3303 (as at 24 Sep 2025) | |
Open |
Type | Description |
MER | 1.33% (as at 28 Aug 2025) |
Indirect Cost Ratio (ICR) | 1.33% (as at 30 Jun 2025) |
Performance fee (not included in ICR) | Not Available |
Minimum initial investment | $20,000 |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 28 Feb 2025) | Type | % of Portfolio |
Microsoft Corp | Equity | 5.27% |
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The objective of the Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged managed fund is To provide long-term capital growth from a diversified portfolio of global shares. To outperform the MSCI All Country World ex Australia Index; hedged to Australian dollars over rolling three-year periods before fees and taxes.
The strategy of the Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged managed fund is To invest in a diversified portfolio of companies. The investments are managed by a number of leading global share managers which have different; yet complementary; investment styles; which is designed to deliver more consistent returns with less risk than would be achieved if investing with a single investment manager. The underlying managers of this option have guidelines for managing currency exposure and some may use long short strategies. The overall portfolio aims to hedge currency risk.
The APIR code of the Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged managed fund is FSF0828AU.
Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged’s total return last month was 1.99%. This was made up of a growth return of 1.99% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged’s total return for the last three months was 7.75%. This was made up of a growth return of 7.75% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.
Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged’s one-year total return is 14.89%. This was made up of a growth return of 14.89% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged’s one-year total return is 16%. This was made up of a growth return of 16% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged managed fund is :
The Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged managed fund belongs to the Equity World - Currency Hedged sector/asset class.
As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged managed fund was $25.1 million.
The Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged managed fund has an inception date of 3 Mar 2006.
The current entry price of the Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged managed fund is $3.337 per unit and the current exit price is $3.3303 per unit (as at 24 Sep 2025).
The current exit price of the Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged managed fund is $3.3303 per unit and the current entry price is $3.337 per unit (as at 24 Sep 2025).
The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged 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.