Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged - Managed Fund

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 Jul 2025, the size of the Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged managed fund was $24.69 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 $3.2473 per unit and the current exit price is $3.2409 per unit (as at 1 Sep 2025).

The current exit price of the Colonial FirstChoice Wholesale Pension - Colonial Global Share - Hedged managed fund is $3.2409 per unit and the current entry price is $3.2473 per unit (as at 1 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.