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Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth - Managed Fund

Fund Objective
To outperform the MSCI All Country World Index over rolling five year periods before fees and taxes.
Fund Strategy
The option is a purely stock-driven; unconstrained global equity strategy focused on investing in exceptional growth companies. This approach is expressly long term; with Baillie Gifford holding a belief that investing in companies with the scope to grow to multiples of their current size has the potential to transform the returns for investors over time. The option does not hedge currency risk.

Fund Performance Comparison

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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 2.25% 6.45% 24.26% 29.75% 32.89% 24.85% 7.77% 13.37%
Growth return 2.25% 6.45% 24.26% 29.75% -% 24.85% 7.77% 13.37%
Income return 0% 0% 0% 0% -% 0% 0% 0%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.32% 6.34% 18.35% 22.32% 25.76% 20.9% 17.3% 12.82%
As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth
FSF1227AU
Equity World Large Growth
starstarstarstar (as at 31 Oct 2025)
Superannuation Fund
11 Apr 2011
$204.51 million (as at 31 Oct 2025)
$5.4341 (as at 18 Nov 2025)
$5.4287 (as at 18 Nov 2025)
Open
Offer information
Type Description
MER 1.10% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 1.10% (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 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
Amazon.com Inc Equity 6.65%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth

The objective of the Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth managed fund is To outperform the MSCI All Country World Index over rolling five year periods before fees and taxes.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth managed fund is The option is a purely stock-driven; unconstrained global equity strategy focused on investing in exceptional growth companies. This approach is expressly long term; with Baillie Gifford holding a belief that investing in companies with the scope to grow to multiples of their current size has the potential to transform the returns for investors over time. The option does not hedge currency risk.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth managed fund is FSF1227AU.

Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth’s total return last month was 2.25%. This was made up of a growth return of 2.25% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth’s total return for the last three months was 6.45%. This was made up of a growth return of 6.45% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth’s one-year total return is 29.75%. This was made up of a growth return of 29.75% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth’s one-year total return is 24.85%. This was made up of a growth return of 24.85% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth managed fund is :

Australian Equities
1.71%
International Equities
95.79%
Cash
2.50%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Oct 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth managed fund was $204.51 million.

The Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth managed fund has an inception date of 11 Apr 2011.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth managed fund is $5.4341 per unit and the current exit price is $5.4287 per unit (as at 18 Nov 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global Growth managed fund is $5.4287 per unit and the current entry price is $5.4341 per unit (as at 18 Nov 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Baillie Gif LT Global 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.