Colonial FirstChoice Wholesale Pension - Colonial Index Moderate - Managed Fund

The objective of the Colonial FirstChoice Wholesale Pension - Colonial Index Moderate managed fund is The option allocates 60% of investments to growth assets such as shares, property and infrastructure securities to provide potential for capital growth. The growth assets are managed using market capitalisation indices. 40% of the portfolio is allocated to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns. The fixed interest component is managed on a traditional index basis while the cash component may include money market securities, bank deposits and annuities.

The strategy of the Colonial FirstChoice Wholesale Pension - Colonial Index Moderate managed fund is The option allocates 60% of investments to growth assets such as shares, property and infrastructure securities to provide potential for capital growth. The growth assets are managed using market capitalisation indices. 40% of the portfolio is allocated to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns. The fixed interest component is managed on a traditional index basis while the cash component may include money market securities, bank deposits and annuities.

The APIR code of the Colonial FirstChoice Wholesale Pension - Colonial Index Moderate managed fund is FSF3522AU.

Colonial FirstChoice Wholesale Pension - Colonial Index Moderate’s total return last month was -1.07%. This was made up of a growth return of -1.04% and an income return of -0.03%. These returns were calculated as at 30 Sep 2026.

Colonial FirstChoice Wholesale Pension - Colonial Index Moderate’s total return for the last three months was -0.39%. This was made up of a growth return of -0.3% and an income return of -0.09%%. These returns were calculated as at 30 Sep 2026.

Colonial FirstChoice Wholesale Pension - Colonial Index Moderate’s one-year total return is 5.03%. This was made up of a growth return of 5.31% and an income return of -0.28%. These returns were calculated as at 30 Sep 2026.

Colonial FirstChoice Wholesale Pension - Colonial Index Moderate’s one-year total return is 10.48%. This was made up of a growth return of 10.57% and an income return of -0.09%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the Colonial FirstChoice Wholesale Pension - Colonial Index Moderate managed fund is :

The Responsible Entity for the Colonial FirstChoice Wholesale Pension - Colonial Index Moderate managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Pension - Colonial Index Moderate managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 Aug 2026, the size of the Colonial FirstChoice Wholesale Pension - Colonial Index Moderate managed fund was $582.87 million.

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

The current entry price of the Colonial FirstChoice Wholesale Pension - Colonial Index Moderate managed fund is $1.5591 per unit and the current exit price is $1.556 per unit (as at 9 Oct 2026).

The current exit price of the Colonial FirstChoice Wholesale Pension - Colonial Index Moderate managed fund is $1.556 per unit and the current entry price is $1.5591 per unit (as at 9 Oct 2026).

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