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 | -0.44% | 5.06% | 15.05% | 7.7% | 12.7% | 12.22% | 13.22% | 10.48% |
Growth return | -0.44% | 5.06% | 15.05% | 7.7% | 12.7% | 12.22% | 13.22% | 10.48% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (S&P/ASX 200 TR AUD)
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Total return | -0.78% | 4.71% | 14.66% | 10.56% | 16.03% | 15.17% | 12.98% | 10.11% |
Type | Description |
Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity | |
FSF0585AU | |
Equity Australia Large Growth | |
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|
Superannuation Fund | |
12 Jul 2004 | |
$300.24 million (as at 31 Aug 2025) | |
$6.6941 (as at 3 Oct 2025) | |
$6.674 (as at 3 Oct 2025) | |
Open |
Type | Description |
MER | 1.01% (as at 28 Aug 2025) |
Indirect Cost Ratio (ICR) | 1.01% (as at 30 Jun 2025) |
Performance fee (not included in ICR) | Not Available |
Minimum initial investment | $20,000 |
Minimum redemption amount |
Holding (as at 28 Feb 2025) | Type | % of Portfolio |
BHP Group Ltd | Equity | 9.94% |
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The objective of the Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity managed fund is To provide long-term growth with moderate tax-effective income. The option aims to outperform the S&P/ASX 300 Accumulation Index over rolling three-year periods before fees and taxes.
The strategy of the Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity managed fund is The option predominantly invests in listed large cap Australian equities in the S&P/ASX 300 Index. The option seeks to identify earnings and earnings revisions at an early stage; and hence to pre-empt stock price movements. The manager also seeks to position the portfolio towards those sectors and stocks which it believes will experience positive earnings revisions and away from those it believes will suffer negative revisions.
The APIR code of the Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity managed fund is FSF0585AU.
Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity’s total return last month was -0.44%. This was made up of a growth return of -0.44% and an income return of 0%. These returns were calculated as at 30 Sep 2025.
Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity’s total return for the last three months was 5.06%. This was made up of a growth return of 5.06% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.
Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity’s one-year total return is 7.7%. This was made up of a growth return of 7.7% and an income return of 0%. These returns were calculated as at 30 Sep 2025.
Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity’s one-year total return is 12.22%. This was made up of a growth return of 12.22% and an income return of 0%. These returns were calculated as at 30 Sep 2025.
The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity managed fund is :
The Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity managed fund belongs to the Equity Australia Large Growth sector/asset class.
As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity managed fund was $300.24 million.
The Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity managed fund has an inception date of 12 Jul 2004.
The current entry price of the Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity managed fund is $6.6941 per unit and the current exit price is $6.674 per unit (as at 3 Oct 2025).
The current exit price of the Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity managed fund is $6.674 per unit and the current entry price is $6.6941 per unit (as at 3 Oct 2025).
The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Ausbil Australian Active Equity 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.