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  5. Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities - Managed fund profile

Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities - Managed Fund

Fund Objective
To provide capital growth and income from a diversified portfolio of listed property investments. To outperform the S&P/ASX 300 A-REIT Accumulation Index over rolling three-year periods before fees and taxes.
Fund Strategy
To invest in a diversified portfolio of predominantly Australian property securities. The investments are managed by a number of leading property securities managers, which is designed to deliver more consistent returns with less risk than would be achieved if investing with a single investment manager.

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 3.8% 8.23% 14.01% 12.95% 17.29% 12.91% 10.89% 8.1%
Growth return 3.8% 8.23% 14.01% 12.95% 17.29% 12.91% 10.89% 8.1%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 A-REIT TR)
Total return 4.47% 9.86% 16.7% 14.49% 20.15% 15.35% 12.27% 9%
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 Property Securities
Australian Equities
3%
Cash
1.55%
Property & Infrastructure
95.45%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
4.32%
Cash
2.41%
Property & Infrastructure
93.02%
International Equities
0.24%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities
Colonial First State Investments Limited
FSF0608AU
Equity Australia Real Estate
starstarstarstar (as at 31 Aug 2025)
Superannuation Fund
12 Jul 2004
$114.52 million (as at 31 Aug 2025)
$2.8622 (as at 16 Sep 2025)
$2.8508 (as at 16 Sep 2025)
Open
Offer information
Type Description
MER 0.96% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 0.96% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Goodman Group Equity - REIT 35.23%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities

The objective of the Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities managed fund is To provide capital growth and income from a diversified portfolio of listed property investments. To outperform the S&P/ASX 300 A-REIT Accumulation Index over rolling three-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities managed fund is To invest in a diversified portfolio of predominantly Australian property securities. The investments are managed by a number of leading property securities managers, which is designed to deliver more consistent returns with less risk than would be achieved if investing with a single investment manager.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities managed fund is FSF0608AU.

Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities’s total return last month was 3.8%. This was made up of a growth return of 3.8% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities’s total return for the last three months was 8.23%. This was made up of a growth return of 8.23% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities’s one-year total return is 12.95%. This was made up of a growth return of 12.95% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities’s one-year total return is 12.91%. This was made up of a growth return of 12.91% 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 Property Securities managed fund is :

Australian Equities
3%
Cash
1.55%
Property & Infrastructure
95.45%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities managed fund was $114.52 million.

The Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities managed fund is $2.8622 per unit and the current exit price is $2.8508 per unit (as at 16 Sep 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities managed fund is $2.8508 per unit and the current entry price is $2.8622 per unit (as at 16 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Colonial Property Securities managed fund is $20,000.

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.