Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies - Managed Fund

Fund Objective

The option aims to outperform its S&P/ASX Small Ordinaries Accumulation Index over rolling five year periods (after fees and taxes).

Fund Strategy

The option is an actively managed, style unaware portfolio of small to medium companies. The Eiger team follow a disciplined and proven investment management approach which seeks to identify quality companies that can deliver over the medium term.

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.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-5.01%	0.15%	12.97%	13.2%	15.54%	9.34%	-%	-%
Growth return	-5.01%	0.15%	12.97%	13.2%	15.54%	9.34%	-%	-%
Income return	0%	0%	0%	0%	0%	0%	-%	-%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return	-1.48%	3.84%	16.73%	19.43%	19.65%	11.49%	7.13%	8.9%

As at 30 Nov 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies

Australian Equities: 79.43%

International Equities: 14.17%

Cash: 6.40%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 91.08%

International Equities: 4.07%

Cash: 3.99%

Property & Infrastructure: 0.25%

Fixed Interest: 0%

Alternatives: 0.61%

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies
APIR Code	FSF6347AU
Sector/Asset Class	Equity Australia Mid/Small Growth
Morningstar Rating	(as at 30 Nov 2025)
Legal Structure	Allocated Pension
Fund Inception	13 Dec 2021
Fund Size	$19.33 million (as at 30 Nov 2025)
Entry Price	$1.016 (as at 17 Dec 2025)
Exit Price	$1.0109 (as at 17 Dec 2025)
Fund Status	Open

Offer information

Type	Description
MER	1.25% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR)	2.19% (as at 30 Jun 2025)
Performance fee (not included in ICR)	0.94

Top 10 holdings (as at 30 Nov 2025)

Holding (as at 30 Nov 2025)	Type	% of Portfolio
Zip Co Ltd	Equity	7.80%
Login now to view the complete list of holdings.

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FAQs about the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies

What is the objective of the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund?

The objective of the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund is The option aims to outperform its S&P/ASX Small Ordinaries Accumulation Index over rolling five year periods (after fees and taxes).

What is the strategy for the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund?

The strategy of the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund is The option is an actively managed, style unaware portfolio of small to medium companies. The Eiger team follow a disciplined and proven investment management approach which seeks to identify quality companies that can deliver over the medium term.

What is the APIR code of the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund?

The APIR code of the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund is FSF6347AU.

What was Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies’s total return last month?

Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies’s total return last month was -5.01%. This was made up of a growth return of -5.01% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

What was Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies’s total return for the last three months?

Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies’s total return for the last three months was 0.15%. This was made up of a growth return of 0.15% and an income return of 0%%. These returns were calculated as at 30 Nov 2025.

What is Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies’s one-year total return?

Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies’s one-year total return is 13.2%. This was made up of a growth return of 13.2% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

What is Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies’s three-year total return?

Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies’s one-year total return is 9.34%. This was made up of a growth return of 9.34% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

What is the asset allocation of the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund?

The asset allocation of the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund is :

Australian Equities: 79.43%

International Equities: 14.17%

Cash: 6.40%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund belong to?

The Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund belongs to the Equity Australia Mid/Small Growth sector/asset class.

What is the size of the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund?

As at 30 Nov 2025, the size of the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund was $19.33 million.

What is the inception date of the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund?

The Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund has an inception date of 13 Dec 2021.

What is the current entry price of the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund?

The current entry price of the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund is $1.016 per unit and the current exit price is $1.0109 per unit (as at 17 Dec 2025).

What is the current exit price of the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund?

The current exit price of the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund is $1.0109 per unit and the current entry price is $1.016 per unit (as at 17 Dec 2025).

What is the minimum investment amount for the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund?

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Eiger Australian Small Companies managed fund is $.

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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