Colonial FirstChoice Wholesale Personal Super - Colonial Index Growth - Managed Fund

The objective of the Colonial FirstChoice Wholesale Personal Super - Colonial Index Growth managed fund is To provide long-term capital growth with less fluctuations of returns than 'high growth' investment funds. To closely track the fund's composite benchmark over rolling three-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Colonial Index Growth managed fund is The option allocates 80% of investments to growth assets such as shares; property and infrastructure securities to provide potential for capital growth. The growth assets are managed using market capitalisation indices. 20% of the portfolio is allocated to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns. The fixed interest component is managed on a traditional index basis while the cash component may include money market securities; bank deposits and annuities.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Colonial Index Growth managed fund is FSF4073AU.

Colonial FirstChoice Wholesale Personal Super - Colonial Index Growth’s total return last month was 1.56%. This was made up of a growth return of 1.56% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Index Growth’s total return for the last three months was 4.88%. This was made up of a growth return of 4.88% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Index Growth’s one-year total return is 11.48%. This was made up of a growth return of 11.48% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Index Growth’s one-year total return is 10.37%. This was made up of a growth return of 10.37% 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 Growth managed fund is :

The Colonial FirstChoice Wholesale Personal Super - Colonial Index Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Colonial Index Growth managed fund was $806.14 million.

The Colonial FirstChoice Wholesale Personal Super - Colonial Index Growth managed fund has an inception date of 3 Jun 2019.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Colonial Index Growth managed fund is $1.5993 per unit and the current exit price is $1.5961 per unit (as at 11 Sep 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Colonial Index Growth managed fund is $1.5961 per unit and the current entry price is $1.5993 per unit (as at 11 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Colonial Index Growth managed fund is $20,000. Minimum additional investment is $0.