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Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm - Managed Fund

Fund Objective
To provide long-term capital growth by predominantly investing in companies around the world; whose primary business is in the fields of technology; and/or communications. The option aims to outperform the MSCI All Country Technology and Communications Free Index over rolling three-year periods before fees and taxes.
Fund Strategy
The option's strategy is to add value by investing; over the medium to long term; in companies with sustainable earnings per share growth and sensible valuations; whose primary business is in the field of information technology and/or communications. 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 7.29% 11.16% 40.54% 38.64% 40.98% 33.25% -% -%
Growth return 7.29% 11.16% 40.54% 38.64% -% 33.25% -% -%
Income return 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 Well Global Tech & Comm
FSF8367AU
Equity Global Technology
Not Rated
Superannuation Fund
26 Nov 2020
$107.03 million (as at 31 Oct 2025)
$2.0185 (as at 18 Nov 2025)
$2.0164 (as at 18 Nov 2025)
Open
Offer information
Type Description
MER 1.23% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 1.23% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
NVIDIA Corp Equity 14.08%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm

The objective of the Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm managed fund is To provide long-term capital growth by predominantly investing in companies around the world; whose primary business is in the fields of technology; and/or communications. The option aims to outperform the MSCI All Country Technology and Communications Free Index over rolling three-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm managed fund is The option's strategy is to add value by investing; over the medium to long term; in companies with sustainable earnings per share growth and sensible valuations; whose primary business is in the field of information technology and/or communications. The option does not hedge currency risk.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm managed fund is FSF8367AU.

Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm’s total return last month was 7.29%. This was made up of a growth return of 7.29% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm’s total return for the last three months was 11.16%. This was made up of a growth return of 11.16% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm’s one-year total return is 38.64%. This was made up of a growth return of 38.64% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm’s one-year total return is 33.25%. This was made up of a growth return of 33.25% 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 Well Global Tech & Comm managed fund is :

International Equities
98.91%
Cash
1.09%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm managed fund belongs to the Equity Global Technology sector/asset class.

As at 31 Oct 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm managed fund was $107.03 million.

The Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm managed fund has an inception date of 26 Nov 2020.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm managed fund is $2.0185 per unit and the current exit price is $2.0164 per unit (as at 18 Nov 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm managed fund is $2.0164 per unit and the current entry price is $2.0185 per unit (as at 18 Nov 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Colonial Well Global Tech & Comm managed fund is $0. 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.