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  5. Colonial FirstChoice Wholesale Pension - Colonial Index High Growth - Managed fund profile

Colonial FirstChoice Wholesale Pension - Colonial Index High Growth - Managed Fund

Fund Objective
To provide long-term capital growth by investing primarily in growth assets. To closely track the option's composite benchmark over rolling three-year periods before fees and taxes.
Fund Strategy
The option invests primarily in a diversified portfolio of shares and property and infrastructure securities to provide potential for capital growth. The assets are managed using market capitalisation indices. 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. The portfolio aims to hedge currency risk; except for a part of the allocation to global shares.

Fund Performance Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.04% 6.51% 7.92% 14.94% 15.71% 13.36% 11.83% -%
Growth return 2.04% 6.51% 7.92% 14.94% 15.71% 13.36% 11.83% -%
Income return 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 Index High Growth
Australian Equities
33.98%
International Equities
55.70%
Cash
4.21%
Property & Infrastructure
5.52%
Fixed Interest
0.59%
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
Colonial FirstChoice Wholesale Pension - Colonial Index High Growth
FSF3805AU
Multisector Aggressive
starstarstar (as at 31 Aug 2025)
Allocated Pension
9 Jun 2020
$181.88 million (as at 31 Aug 2025)
$1.8189 (as at 17 Sep 2025)
$1.8171 (as at 17 Sep 2025)
Open
Offer information
Type Description
MER 0.37% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 0.37% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Commonwealth Bank of Australia Equity 3.79%
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FAQs about the Colonial FirstChoice Wholesale Pension - Colonial Index High Growth

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

The strategy of the Colonial FirstChoice Wholesale Pension - Colonial Index High Growth managed fund is The option invests primarily in a diversified portfolio of shares and property and infrastructure securities to provide potential for capital growth. The assets are managed using market capitalisation indices. 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. The portfolio aims to hedge currency risk; except for a part of the allocation to global shares.

The APIR code of the Colonial FirstChoice Wholesale Pension - Colonial Index High Growth managed fund is FSF3805AU.

Colonial FirstChoice Wholesale Pension - Colonial Index High Growth’s total return last month was 2.04%. This was made up of a growth return of 2.04% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Pension - Colonial Index High Growth’s total return for the last three months was 6.51%. This was made up of a growth return of 6.51% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Pension - Colonial Index High Growth’s one-year total return is 14.94%. This was made up of a growth return of 14.94% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Pension - Colonial Index High Growth’s one-year total return is 13.36%. This was made up of a growth return of 13.36% 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 Index High Growth managed fund is :

Australian Equities
33.98%
International Equities
55.70%
Cash
4.21%
Property & Infrastructure
5.52%
Fixed Interest
0.59%
Alternatives
0%

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

As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Pension - Colonial Index High Growth managed fund was $181.88 million.

The Colonial FirstChoice Wholesale Pension - Colonial Index High Growth managed fund has an inception date of 9 Jun 2020.

The current entry price of the Colonial FirstChoice Wholesale Pension - Colonial Index High Growth managed fund is $1.8189 per unit and the current exit price is $1.8171 per unit (as at 17 Sep 2025).

The current exit price of the Colonial FirstChoice Wholesale Pension - Colonial Index High Growth managed fund is $1.8171 per unit and the current entry price is $1.8189 per unit (as at 17 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Colonial Index High Growth managed fund is $20,000.

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.