Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders - Managed Fund

Fund Objective

To provide a rate of return (after fees and expenses and before taxes) that exceeds the return of the S&P/ASX Small Ordinaries Accumulation Index on a rolling four-year basis.

Fund Strategy

The option will invest in a diversified portfolio of quality ASX listed Australian shares outside the Top 50 shares listed on the ASX; where these shares are identified by the investment team as being undervalued.

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	6.69%	12.71%	13.14%	21.99%	16.18%	10.13%	4.96%	6.16%
Growth return	6.69%	12.71%	13.14%	21.99%	16.18%	10.13%	4.96%	6.16%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return	8.41%	12.42%	16.72%	23.4%	15.71%	9.81%	7.91%	9.19%

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

Asset Allocation

Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders

Australian Equities: 89.48%

International Equities: 6.74%

Cash: 3.78%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 91.27%

International Equities: 3.88%

Cash: 3.90%

Property & Infrastructure: 0.34%

Fixed Interest: 0%

Alternatives: 0.60%

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders
APIR Code	FSF0571AU
Sector/Asset Class	Equity Australia Mid/Small Value
Morningstar Rating	(as at 31 May 2024)
Legal Structure	Allocated Pension
Fund Inception	12 Jul 2004
Fund Size	$24.5 million (as at 31 Aug 2025)
Entry Price	$5.1633 (as at 18 Sep 2025)
Exit Price	$5.1427 (as at 18 Sep 2025)
Fund Status	Open

Offer information

Type	Description
MER	1.34% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR)	1.34% (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
Aurizon Holdings Ltd	Equity	3.78%
Login now to view the complete list of holdings.

FAQs about the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders

What is the objective of the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund?

The objective of the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund is To provide a rate of return (after fees and expenses and before taxes) that exceeds the return of the S&P/ASX Small Ordinaries Accumulation Index on a rolling four-year basis.

What is the strategy for the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund?

The strategy of the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund is The option will invest in a diversified portfolio of quality ASX listed Australian shares outside the Top 50 shares listed on the ASX; where these shares are identified by the investment team as being undervalued.

What is the APIR code of the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund?

The APIR code of the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund is FSF0571AU.

What was Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders’s total return last month?

Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders’s total return last month was 6.69%. This was made up of a growth return of 6.69% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What was Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders’s total return for the last three months?

Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders’s total return for the last three months was 12.71%. This was made up of a growth return of 12.71% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

What is Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders’s one-year total return?

Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders’s one-year total return is 21.99%. This was made up of a growth return of 21.99% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What is Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders’s three-year total return?

Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders’s one-year total return is 10.13%. This was made up of a growth return of 10.13% 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 - Investors Mutual Future Leaders managed fund?

The asset allocation of the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund is :

Australian Equities: 89.48%

International Equities: 6.74%

Cash: 3.78%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund belong to?

The Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund belongs to the Equity Australia Mid/Small Value sector/asset class.

What is the size of the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund?

As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund was $24.5 million.

What is the inception date of the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund?

The Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund has an inception date of 12 Jul 2004.

What is the current entry price of the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund?

The current entry price of the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund is $5.1633 per unit and the current exit price is $5.1427 per unit (as at 18 Sep 2025).

What is the current exit price of the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund?

The current exit price of the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund is $5.1427 per unit and the current entry price is $5.1633 per unit (as at 18 Sep 2025).

What is the minimum investment amount for the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders managed fund?

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Investors Mutual Future Leaders 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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