Colonial FirstChoice Wholesale Personal Super - AB Managed Volatility Equities - Managed Fund

The objective of the Colonial FirstChoice Wholesale Personal Super - AB Managed Volatility Equities managed fund is The option aims to achieve returns that exceed the S&P/ASX 300 Accumulation Index over rolling five-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Wholesale Personal Super - AB Managed Volatility Equities managed fund is The option invests mainly in Australian Securities Exchange (ASX) listed shares but may also invest in global developed market shares (maximum limit of 20%) and cash.The option implements a managed volatility equities strategy that aims to reduce volatility by identifying; and investing in; high quality listed equity securities that have reasonable valuations; high quality cash flows and relatively stable share prices. Derivatives will not be used for leveraging or gearing purposes.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - AB Managed Volatility Equities managed fund is FSF0596AU.

Colonial FirstChoice Wholesale Personal Super - AB Managed Volatility Equities’s total return last month was 1.29%. This was made up of a growth return of 1.29% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - AB Managed Volatility Equities’s total return for the last three months was 2.17%. This was made up of a growth return of 2.17% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - AB Managed Volatility Equities’s one-year total return is 12.41%. This was made up of a growth return of 12.41% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - AB Managed Volatility Equities’s one-year total return is 9.44%. This was made up of a growth return of 9.44% 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 - AB Managed Volatility Equities managed fund is :

The Colonial FirstChoice Wholesale Personal Super - AB Managed Volatility Equities managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Personal Super - AB Managed Volatility Equities managed fund was $102.4 million.

The Colonial FirstChoice Wholesale Personal Super - AB Managed Volatility Equities managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - AB Managed Volatility Equities managed fund is $4.2346 per unit and the current exit price is $4.2262 per unit (as at 11 Sep 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - AB Managed Volatility Equities managed fund is $4.2262 per unit and the current entry price is $4.2346 per unit (as at 11 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - AB Managed Volatility Equities managed fund is $20,000.