InvestSMART

Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares - Managed Fund

Fund Objective
To magnify long-term returns capital growth by borrowing to invest in a diversified portfolio of global shares. The option aims to outperform the MSCI All Country World (ex Australia) Index in Australian dollar terms over rolling seven-year periods before fees and taxes.
Fund Strategy
This option uses detailed risk analysis to design a portfolio of shares that provides the greatest likelihood of matching the performance of the MSCI All Country World (ex Australia) Index. The option utilises gearing (borrowing) to magnify returns from underlying investments. The option does not hedge investors' capital but may hedge up to 100% of the currency exposure relating to the borrowings.

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 1.12% 11.89% 7.18% 32.16% 30.62% 32.42% -% -%
Growth return 1.12% 11.89% 7.18% 32.16% 30.62% 32.42% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 1.99% 6.14% 12.44% 23.03% 23.12% 22.63% 16.27% 13.14%
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 - Colonial Gear Index Global Shares
Australian Equities
0.09%
International Equities
213.23%
Cash
-113.31%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
1.42%
International Equities
95.53%
Cash
1.75%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.15%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares
FSF4005AU
Equity World Large Blend
starstarstarstarstar (as at 31 Aug 2025)
Superannuation Fund
13 Dec 2021
$124.86 million (as at 31 Aug 2025)
$1.8653 (as at 29 Sep 2025)
$1.8613 (as at 29 Sep 2025)
Open
Offer information
Type Description
MER 1.22% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 1.22% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Loan Bond - Bank Loans 118.07%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares

The objective of the Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares managed fund is To magnify long-term returns capital growth by borrowing to invest in a diversified portfolio of global shares. The option aims to outperform the MSCI All Country World (ex Australia) Index in Australian dollar terms over rolling seven-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares managed fund is This option uses detailed risk analysis to design a portfolio of shares that provides the greatest likelihood of matching the performance of the MSCI All Country World (ex Australia) Index. The option utilises gearing (borrowing) to magnify returns from underlying investments. The option does not hedge investors' capital but may hedge up to 100% of the currency exposure relating to the borrowings.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares managed fund is FSF4005AU.

Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares’s total return last month was 1.12%. This was made up of a growth return of 1.12% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares’s total return for the last three months was 11.89%. This was made up of a growth return of 11.89% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares’s one-year total return is 32.16%. This was made up of a growth return of 32.16% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares’s one-year total return is 32.42%. This was made up of a growth return of 32.42% 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 - Colonial Gear Index Global Shares managed fund is :

Australian Equities
0.09%
International Equities
213.23%
Cash
-113.31%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares managed fund was $124.86 million.

The Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares managed fund has an inception date of 13 Dec 2021.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares managed fund is $1.8653 per unit and the current exit price is $1.8613 per unit (as at 29 Sep 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares managed fund is $1.8613 per unit and the current entry price is $1.8653 per unit (as at 29 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Colonial Gear Index Global Shares managed fund is $.

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.