Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities - Managed Fund

The objective of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund is To maximise long-term returns by borrowing to invest; predominantly; in a selection of Australian companies within the S&P/ASX 300 Accumulation Index; while carefully controlling portfolio risk and transaction costs. The option aims to outperform the S&P/ASX 300 Accumulation Index over rolling seven year periods before fees and taxes.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund is The option uses gearing with the aim of magnifying returns from the core Australian equity strategy. The strategy is based on the belief that markets are inefficient; creating price anomalies that can be exploited. The approach employs structured stock and peer group valuation models designed to capture a range of relevant characteristics such as quality; value; earnings growth and price-related factors. This aims to systematically unearth securities with unrecognised value; as well as improving earnings prospects; to help unlock that value.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund is FSF0650AU.

Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities’s total return last month was 5.45%. This was made up of a growth return of 5.45% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities’s total return for the last three months was 12.51%. This was made up of a growth return of 12.51% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities’s one-year total return is 21.06%. This was made up of a growth return of 21.06% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities’s one-year total return is 15.56%. This was made up of a growth return of 15.56% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund is :

The Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund belongs to the Equity Australia Large Geared sector/asset class.

As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund was $107.16 million.

The Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund is $6.1762 per unit and the current exit price is $6.1625 per unit (as at 15 Sep 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund is $6.1625 per unit and the current entry price is $6.1762 per unit (as at 15 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund is $20,000.