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  5. Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth - Managed fund profile

Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth - Managed Fund

Fund Objective
To provide capital growth and income over the long term. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.
Fund Strategy
The option is managed to sustainable investment criteria that encourages investment in companies with a sustainable business and strong environment; social and governance characteristics. It seeks to avoid investments in certain companies or activities that have a highly adverse effect on the environment or society.

Fund Performance Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.18% 4.67% 5.86% 8.93% 11.42% -% -% -%
Growth return 1.18% 4.67% 5.86% 8.93% 11.42% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth
Australian Equities
25.83%
International Equities
52.59%
Cash
3.55%
Fixed Interest
18.04%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.27%
Cash
6.13%
Fixed Interest
20.98%
Property & Infrastructure
6.34%
Alternatives
4.01%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth
AIL0177AU
Multisector Growth
Not Rated
Allocated Pension
21 Nov 2022
$14.51 million (as at 31 Jul 2025)
$1.3168 (as at 3 Sep 2025)
$1.3142 (as at 3 Sep 2025)
Open
Offer information
Type Description
MER 0.99% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 0.99% (as at 30 Jun 2025)
Performance fee (not included in ICR) 0.06
Minimum initial investment $20,000

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Microsoft Corp Equity 3.09%
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FAQs about the Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth

The objective of the Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth managed fund is To provide capital growth and income over the long term. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth managed fund is The option is managed to sustainable investment criteria that encourages investment in companies with a sustainable business and strong environment; social and governance characteristics. It seeks to avoid investments in certain companies or activities that have a highly adverse effect on the environment or society.

The APIR code of the Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth managed fund is AIL0177AU.

Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth’s total return last month was 1.18%. This was made up of a growth return of 1.18% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth’s total return for the last three months was 4.67%. This was made up of a growth return of 4.67% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth’s one-year total return is 8.93%. This was made up of a growth return of 8.93% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth managed fund is :

Australian Equities
25.83%
International Equities
52.59%
Cash
3.55%
Fixed Interest
18.04%
Property & Infrastructure
0%
Alternatives
0%

The Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Jul 2025, the size of the Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth managed fund was $14.51 million.

The Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth managed fund has an inception date of 21 Nov 2022.

The current entry price of the Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth managed fund is $1.3168 per unit and the current exit price is $1.3142 per unit (as at 3 Sep 2025).

The current exit price of the Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth managed fund is $1.3142 per unit and the current entry price is $1.3168 per unit (as at 3 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Thrive+ Sustainable Growth managed fund is $20,000.

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.