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  5. Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond - Managed fund profile

Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond - Managed Fund

Fund Objective
To closely track the Bloomberg Global Aggregate Index; hedged to Australian dollars; with the aim of generating returns (before taxes and fees and assuming income is reinvested) comparable to global government bond markets as measured by that benchmark over rolling one-year periods.
Fund Strategy
Detailed risk analysis is used to design a portfolio of bonds which provides the greatest likelihood of matching the performance of the Bloomberg Global Aggregate Index; hedged to Australian dollars. This option aims to hedge currency risk.

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 0.41% 1.05% 1.21% 2.31% 3.53% 1.86% -0.97% -%
Growth return 0.41% 1.05% 1.21% 2.31% 3.53% 1.86% -0.97% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Bloomberg Global Aggregate TR Hdg AUD)
Total return 0.49% 1.25% 1.39% 2.84% 4.39% 2.5% -0.63% 1.95%
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 Index Global Bond
Cash
1.35%
Fixed Interest
98.65%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Cash
5.43%
Fixed Interest
92.34%
Australian Equities
0.06%
International Equities
0.01%
Property & Infrastructure
0%
Alternatives
2.17%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond
FSF9175AU
Bonds - Global
starstar (as at 31 Aug 2025)
Superannuation Fund
14 May 2018
$263.28 million (as at 31 Aug 2025)
$1.0735 (as at 10 Sep 2025)
$1.0714 (as at 10 Sep 2025)
Open
Offer information
Type Description
MER 0.39% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 0.39% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000
Minimum additional investments

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
United States Treasury Notes Bond - Gov't/Treasury 0.32%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond

The objective of the Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond managed fund is To closely track the Bloomberg Global Aggregate Index; hedged to Australian dollars; with the aim of generating returns (before taxes and fees and assuming income is reinvested) comparable to global government bond markets as measured by that benchmark over rolling one-year periods.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond managed fund is Detailed risk analysis is used to design a portfolio of bonds which provides the greatest likelihood of matching the performance of the Bloomberg Global Aggregate Index; hedged to Australian dollars. This option aims to hedge currency risk.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond managed fund is FSF9175AU.

Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond’s total return last month was 0.41%. This was made up of a growth return of 0.41% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond’s total return for the last three months was 1.05%. This was made up of a growth return of 1.05% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond’s one-year total return is 2.31%. This was made up of a growth return of 2.31% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond’s one-year total return is 1.86%. This was made up of a growth return of 1.86% 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 Index Global Bond managed fund is :

Cash
1.35%
Fixed Interest
98.65%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%

The Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond managed fund belongs to the Bonds - Global sector/asset class.

As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond managed fund was $263.28 million.

The Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond managed fund has an inception date of 14 May 2018.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond managed fund is $1.0735 per unit and the current exit price is $1.0714 per unit (as at 10 Sep 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond managed fund is $1.0714 per unit and the current entry price is $1.0735 per unit (as at 10 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Colonial Index Global Bond managed fund is $20,000. Minimum additional investment 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.