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 | 4.41% | 9.78% | 16.49% | 14.09% | 19.76% | 15.02% | 11.98% | 8.71% |
Growth return | 4.41% | 9.78% | 16.49% | 14.09% | 19.76% | 15.02% | 11.98% | 8.71% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (S&P/ASX 200 A-REIT TR)
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Total return | 4.47% | 9.86% | 16.7% | 14.49% | 20.15% | 15.35% | 12.27% | 9% |
Type | Description |
Colonial FirstChoice Wholesale Pension - Colonial Index Property Securities | |
FSF0570AU | |
Equity Australia Real Estate | |
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Allocated Pension | |
12 Jul 2004 | |
$445.49 million (as at 31 Aug 2025) | |
$3.4341 (as at 17 Sep 2025) | |
$3.4307 (as at 17 Sep 2025) | |
Open |
Type | Description |
MER | 0.35% (as at 28 Aug 2025) |
Indirect Cost Ratio (ICR) | 0.35% (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 28 Feb 2025) | Type | % of Portfolio |
Goodman Group | Equity - REIT | 40.58% |
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The objective of the Colonial FirstChoice Wholesale Pension - Colonial Index Property Securities managed fund is To closely track the S&P/ASX 200 A-REIT Accumulation Index with the aim of generating returns (before taxes and fees and assuming income is reinvested) comparable to the listed property sector of the Australian sharemarket, as measured by that benchmark over rolling one-year periods.
The strategy of the Colonial FirstChoice Wholesale Pension - Colonial Index Property Securities managed fund is Detailed risk analysis is used to design a portfolio of property securities which provides the greatest likelihood of matching the performance of the S&P/ASX 200 A-REIT Accumulation Index. All securities in this option are maintained within a very close margin to their weight in the Index. The option predominantly invests in Australian property securities and therefore does not hedge currency risk.
The APIR code of the Colonial FirstChoice Wholesale Pension - Colonial Index Property Securities managed fund is FSF0570AU.
Colonial FirstChoice Wholesale Pension - Colonial Index Property Securities’s total return last month was 4.41%. This was made up of a growth return of 4.41% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Colonial FirstChoice Wholesale Pension - Colonial Index Property Securities’s total return for the last three months was 9.78%. This was made up of a growth return of 9.78% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.
Colonial FirstChoice Wholesale Pension - Colonial Index Property Securities’s one-year total return is 14.09%. This was made up of a growth return of 14.09% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Colonial FirstChoice Wholesale Pension - Colonial Index Property Securities’s one-year total return is 15.02%. This was made up of a growth return of 15.02% 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 Property Securities managed fund is :
The Colonial FirstChoice Wholesale Pension - Colonial Index Property Securities managed fund belongs to the Equity Australia Real Estate sector/asset class.
As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Pension - Colonial Index Property Securities managed fund was $445.49 million.
The Colonial FirstChoice Wholesale Pension - Colonial Index Property Securities managed fund has an inception date of 12 Jul 2004.
The current entry price of the Colonial FirstChoice Wholesale Pension - Colonial Index Property Securities managed fund is $3.4341 per unit and the current exit price is $3.4307 per unit (as at 17 Sep 2025).
The current exit price of the Colonial FirstChoice Wholesale Pension - Colonial Index Property Securities managed fund is $3.4307 per unit and the current entry price is $3.4341 per unit (as at 17 Sep 2025).
The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Colonial Index Property Securities 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.