Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 2.65% | 10.93% | 16.64% | 21.53% | 28.65% | 23.91% | 21.64% | 19.35% |
Growth return | 2.65% | 10.93% | 16.64% | 21.53% | 28.65% | 23.91% | 21.64% | 19.35% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (S&P/ASX 200 TR AUD)
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Total return | 3.1% | 7.03% | 11.65% | 14.74% | 14.82% | 13.04% | 12.32% | 9.87% |
Type | Description |
Colonial FirstChoice Wholesale Pension - Colonial Geared Share | |
FSF0574AU | |
Equity Australia Large Geared | |
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|
Allocated Pension | |
12 Jul 2004 | |
$277.23 million (as at 31 Aug 2025) | |
$21.8812 (as at 17 Sep 2025) | |
$21.6824 (as at 17 Sep 2025) | |
Open |
Type | Description |
MER | 2.31% (as at 28 Aug 2025) |
Indirect Cost Ratio (ICR) | 2.31% (as at 30 Jun 2025) |
Performance fee (not included in ICR) | Not Available |
Minimum initial investment | $20,000 |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 31 Jul 2025) | Type | % of Portfolio |
Commonwealth Bank of Australia | Equity | 11.83% |
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The objective of the Colonial FirstChoice Wholesale Pension - Colonial Geared Share managed fund is To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The option aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven year periods before fees and taxes.
The strategy of the Colonial FirstChoice Wholesale Pension - Colonial Geared Share managed fund is The option generally invests in large; high quality companies with strong balance sheets and earnings. The option's gearing effectively magnifies returns from the underlying investments; whether they are gains or losses. The option predominantly invests in Australian companies and therefore does not hedge currency risk. Where the option borrows in a foreign currency; proceeds will be fully hedged into Australian dollars.
The APIR code of the Colonial FirstChoice Wholesale Pension - Colonial Geared Share managed fund is FSF0574AU.
Colonial FirstChoice Wholesale Pension - Colonial Geared Share’s total return last month was 2.65%. This was made up of a growth return of 2.65% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Colonial FirstChoice Wholesale Pension - Colonial Geared Share’s total return for the last three months was 10.93%. This was made up of a growth return of 10.93% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.
Colonial FirstChoice Wholesale Pension - Colonial Geared Share’s one-year total return is 21.53%. This was made up of a growth return of 21.53% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Colonial FirstChoice Wholesale Pension - Colonial Geared Share’s one-year total return is 23.91%. This was made up of a growth return of 23.91% 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 Geared Share managed fund is :
The Colonial FirstChoice Wholesale Pension - Colonial Geared Share managed fund belongs to the Equity Australia Large Geared sector/asset class.
As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Pension - Colonial Geared Share managed fund was $277.23 million.
The Colonial FirstChoice Wholesale Pension - Colonial Geared Share managed fund has an inception date of 12 Jul 2004.
The current entry price of the Colonial FirstChoice Wholesale Pension - Colonial Geared Share managed fund is $21.8812 per unit and the current exit price is $21.6824 per unit (as at 17 Sep 2025).
The current exit price of the Colonial FirstChoice Wholesale Pension - Colonial Geared Share managed fund is $21.6824 per unit and the current entry price is $21.8812 per unit (as at 17 Sep 2025).
The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Colonial Geared Share 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.