InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17 - Managed fund profile

Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17 - Managed Fund (Closed)

Fund Objective
To provide a positive interest income as outlined in the relevant offer term sheet and very low risk by depositing funds with Commonwealth Bank of Australia.
Fund Strategy
To invest in deposit products offered by Commonwealth Bank of Australia. Each FirstRate Wholesale Investment Deposit option will provide an 'Offer term sheet' outlining the interest rate terms and any conditions that apply on early withdrawals.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.3% 0.91% 1.91% 4.09% 4.22% 4% 2.52% 2.06%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
44.79%
Australian Equities
3.95%
International Equities
6.74%
Property & Infrastructure
1.44%
Fixed Interest
20.69%
Alternatives
22.40%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17
Closed
Colonial First State Investments Limited
FSF1229AU
Australian Cash
Not Rated
Superannuation Fund
8 Apr 2011
$0 million (as at 30 Apr 2017)
n/a
n/a
Finalised
Offer information
Type Description
MER 0% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 0% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

FAQs about the Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17

The objective of the Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17 managed fund is To provide a positive interest income as outlined in the relevant offer term sheet and very low risk by depositing funds with Commonwealth Bank of Australia.

The strategy of the Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17 managed fund is To invest in deposit products offered by Commonwealth Bank of Australia. Each FirstRate Wholesale Investment Deposit option will provide an 'Offer term sheet' outlining the interest rate terms and any conditions that apply on early withdrawals.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17 managed fund is FSF1229AU.

Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17 managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17 managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17 managed fund belongs to the Australian Cash sector/asset class.

As at 30 Apr 2017, the size of the Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17 managed fund was $0 million.

The Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17 managed fund has an inception date of 8 Apr 2011.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17 managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17 managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - FirstRate Wholesale Investment Deposit - Ap 17 managed fund is $1,500. 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.