Colonial FirstChoice Wholesale Pension - Colonial High Growth - Managed Fund

Fund Objective

To provide long-term capital growth by investing primarily in growth assets. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.

Fund Strategy

To invest primarily in 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. Allocations to asset classes will generally align to the benchmark but the option may adjust its exposure within the allocation ranges in response to changes in risk and return expectations.

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	2.14%	6.25%	7.62%	14.85%	15.89%	13.21%	11.36%	9.35%
Growth return	2.14%	6.25%	7.62%	14.85%	15.89%	13.21%	11.36%	9.35%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return	2.21%	6.59%	8.29%	14.58%	15.23%	13.97%	11.61%	9.87%

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

Asset Allocation

Colonial FirstChoice Wholesale Pension - Colonial High Growth

Australian Equities: 32.28%

International Equities: 58.84%

Cash: 2.96%

Property & Infrastructure: 5.27%

Fixed Interest: 0.64%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 34.21%

International Equities: 49.75%

Cash: 2.42%

Property & Infrastructure: 4.65%

Fixed Interest: 5.34%

Alternatives: 3.63%

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice Wholesale Pension - Colonial High Growth
APIR Code	FSF0534AU
Sector/Asset Class	Multisector Aggressive
Morningstar Rating	(as at 31 Aug 2025)
Legal Structure	Allocated Pension
Fund Inception	12 Jul 2004
Fund Size	$101.4 million (as at 31 Aug 2025)
Entry Price	$5.1894 (as at 17 Sep 2025)
Exit Price	$5.1738 (as at 17 Sep 2025)
Fund Status	Open

Offer information

Type	Description
MER	1.20% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR)	1.20% (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 28 Feb 2025)

Holding (as at 28 Feb 2025)	Type	% of Portfolio
Alfa Laval AB	Equity	0%
Login now to view the complete list of holdings.

FAQs about the Colonial FirstChoice Wholesale Pension - Colonial High Growth

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

The objective of the Colonial FirstChoice Wholesale Pension - Colonial High Growth managed fund is To provide long-term capital growth by investing primarily in growth assets. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.

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

The strategy of the Colonial FirstChoice Wholesale Pension - Colonial High Growth managed fund is To invest primarily in 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. Allocations to asset classes will generally align to the benchmark but the option may adjust its exposure within the allocation ranges in response to changes in risk and return expectations.

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

The APIR code of the Colonial FirstChoice Wholesale Pension - Colonial High Growth managed fund is FSF0534AU.

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

Colonial FirstChoice Wholesale Pension - Colonial High Growth’s total return last month was 2.14%. This was made up of a growth return of 2.14% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

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

Colonial FirstChoice Wholesale Pension - Colonial High Growth’s total return for the last three months was 6.25%. This was made up of a growth return of 6.25% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

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

Colonial FirstChoice Wholesale Pension - Colonial High Growth’s one-year total return is 14.85%. This was made up of a growth return of 14.85% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

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

Colonial FirstChoice Wholesale Pension - Colonial High Growth’s one-year total return is 13.21%. This was made up of a growth return of 13.21% 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 - Colonial High Growth managed fund?

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

Australian Equities: 32.28%

International Equities: 58.84%

Cash: 2.96%

Property & Infrastructure: 5.27%

Fixed Interest: 0.64%

Alternatives: 0%

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

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

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

As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Pension - Colonial High Growth managed fund was $101.4 million.

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

The Colonial FirstChoice Wholesale Pension - Colonial High Growth managed fund has an inception date of 12 Jul 2004.

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

The current entry price of the Colonial FirstChoice Wholesale Pension - Colonial High Growth managed fund is $5.1894 per unit and the current exit price is $5.1738 per unit (as at 17 Sep 2025).

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

The current exit price of the Colonial FirstChoice Wholesale Pension - Colonial High Growth managed fund is $5.1738 per unit and the current entry price is $5.1894 per unit (as at 17 Sep 2025).

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

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