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  5. Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share - Managed fund profile

Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share - Managed Fund

Fund Objective
To option aims to outperform the S&P/ASX 200 Accumulation Index before fees and taxes over rolling four year periods and provide long-term capital growth and regular income through investment in Australian equities.
Fund Strategy
The option offers investors the opportunity to invest in a specialised & focused Australian equities strategy. Airlie's broad investment philosophy is to build portfolios using a bottom up investment approach with a belief that active management can product significant wealth accumulation relative to passive management. Airlie assesses companies in the investment universe on 4 key criteria: financial strength; quality of the management team; quality of the business & valuation. The option's portfolio will generally comprise 15 to 35 securities.

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 0.89% 5.5% 6.29% 8.83% 11.56% 10.58% 13.21% 8.42%
Growth return 0.89% 5.5% 6.29% 8.83% 11.56% 10.58% 13.21% 8.42%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share
Australian Equities
86.70%
International Equities
11.06%
Cash
2.25%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.70%
International Equities
4.84%
Cash
-0.82%
Property & Infrastructure
1.44%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share
FSF0587AU
Equity Australia Large Blend
starstarstar (as at 31 Jul 2025)
Superannuation Fund
12 Jul 2004
$75.37 million (as at 31 Jul 2025)
$5.0451 (as at 3 Sep 2025)
$5.035 (as at 3 Sep 2025)
Open
Offer information
Type Description
MER 1.05% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 1.05% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
BHP Group Ltd Equity 10.24%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share

The objective of the Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share managed fund is To option aims to outperform the S&P/ASX 200 Accumulation Index before fees and taxes over rolling four year periods and provide long-term capital growth and regular income through investment in Australian equities.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share managed fund is The option offers investors the opportunity to invest in a specialised & focused Australian equities strategy. Airlie's broad investment philosophy is to build portfolios using a bottom up investment approach with a belief that active management can product significant wealth accumulation relative to passive management. Airlie assesses companies in the investment universe on 4 key criteria: financial strength; quality of the management team; quality of the business & valuation. The option's portfolio will generally comprise 15 to 35 securities.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share managed fund is FSF0587AU.

Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share’s total return last month was 0.89%. This was made up of a growth return of 0.89% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share’s total return for the last three months was 5.5%. This was made up of a growth return of 5.5% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share’s one-year total return is 8.83%. This was made up of a growth return of 8.83% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share’s one-year total return is 10.58%. This was made up of a growth return of 10.58% 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 - Airlie Australian Share managed fund is :

Australian Equities
86.70%
International Equities
11.06%
Cash
2.25%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Jul 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share managed fund was $75.37 million.

The Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share managed fund is $5.0451 per unit and the current exit price is $5.035 per unit (as at 3 Sep 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share managed fund is $5.035 per unit and the current entry price is $5.0451 per unit (as at 3 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Airlie Australian Share 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.