InvestSMART

Colonial FirstChoice Wholesale Personal Super - Colonial Geared Global Share - Managed Fund

Fund Objective
To magnify long-term 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 (net dividends reinvested); in Australian dollar terms over rolling seven-year periods before fees and taxes.
Fund Strategy
To invest in a diversified portfolio of companies. The investments are managed by combining the portfolios of a number of leading global share managers to provide an actively managed; diversified portfolio. The option utilises gearing to magnify returns from underlying investments. Investors' capital in the option is not hedged but the option may hedge up to 100% of the currency exposure relating to the borrowings of the option.

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 3.89% 7.53% 24.11% 28.3% 33.36% 25.71% 16.35% 12.59%
Growth return 3.89% 7.53% 24.11% 28.3% -% 25.71% 16.35% 12.59%
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 - Colonial Geared Global Share
FSF0658AU
Equity World Other
Not Rated
Superannuation Fund
12 Jul 2004
$114.96 million (as at 31 Oct 2025)
$5.8942 (as at 17 Nov 2025)
$5.8762 (as at 17 Nov 2025)
Open
Offer information
Type Description
MER 1.88% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 1.88% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum redemption amount

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
Loan Bond - Bank Loans 47.27%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - Colonial Geared Global Share

The objective of the Colonial FirstChoice Wholesale Personal Super - Colonial Geared Global Share managed fund is To magnify long-term 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 (net dividends reinvested); in Australian dollar terms over rolling seven-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Colonial Geared Global Share managed fund is To invest in a diversified portfolio of companies. The investments are managed by combining the portfolios of a number of leading global share managers to provide an actively managed; diversified portfolio. The option utilises gearing to magnify returns from underlying investments. Investors' capital in the option is not hedged but the option may hedge up to 100% of the currency exposure relating to the borrowings of the option.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Colonial Geared Global Share managed fund is FSF0658AU.

Colonial FirstChoice Wholesale Personal Super - Colonial Geared Global Share’s total return last month was 3.89%. This was made up of a growth return of 3.89% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Geared Global Share’s total return for the last three months was 7.53%. This was made up of a growth return of 7.53% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Geared Global Share’s one-year total return is 28.3%. This was made up of a growth return of 28.3% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Geared Global Share’s one-year total return is 25.71%. This was made up of a growth return of 25.71% 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 - Colonial Geared Global Share managed fund is :

Australian Equities
0.02%
International Equities
147.32%
Cash
-47.33%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Colonial FirstChoice Wholesale Personal Super - Colonial Geared Global Share managed fund belongs to the Equity World Other sector/asset class.

As at 31 Oct 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Colonial Geared Global Share managed fund was $114.96 million.

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

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Colonial Geared Global Share managed fund is $5.8942 per unit and the current exit price is $5.8762 per unit (as at 17 Nov 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Colonial Geared Global Share managed fund is $5.8762 per unit and the current entry price is $5.8942 per unit (as at 17 Nov 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Colonial Geared Global Share managed fund is $0.

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.