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  5. Colonial FirstChoice Wholesale Personal Super - Generation Global Share - Managed fund profile

Colonial FirstChoice Wholesale Personal Super - Generation Global Share - Managed Fund

Fund Objective
To deliver superior investment performance by taking a long-term investment view and integrating sustainability research within a rigorous fundamental equity
Fund Strategy
To invest in high quality; attractively priced businesses with strong management teams that are capable of delivering superior long-term returns; recognising that sustainability factors directly affect long-term business profitability. Whilst hedging may be used to manage currency exposures against the relevant benchmark; overall currency exposure will not be hedged back into Australian dollars.

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 0.05% 3.66% 1.86% 11.78% 13.87% 15.65% 10.83% 11.89%
Growth return 0.05% 3.66% 1.86% 11.78% 13.87% 15.65% 10.83% 11.89%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
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 - Generation Global Share
International Equities
93.89%
Cash
6.11%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.48%
Cash
1.77%
Australian Equities
1.45%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Generation Global Share
FSF0913AU
Equity World Large Blend
starstarstarstar (as at 31 Aug 2025)
Superannuation Fund
3 Sep 2007
$48.7 million (as at 31 Aug 2025)
$5.4816 (as at 17 Sep 2025)
$5.4761 (as at 17 Sep 2025)
Closed
Offer information
Type Description
MER 1.54% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 1.54% (as at 30 Jun 2025)
Performance fee (not included in ICR) 0.22
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
Microsoft Corp Equity 7.94%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - Generation Global Share

The objective of the Colonial FirstChoice Wholesale Personal Super - Generation Global Share managed fund is To deliver superior investment performance by taking a long-term investment view and integrating sustainability research within a rigorous fundamental equity

The strategy of the Colonial FirstChoice Wholesale Personal Super - Generation Global Share managed fund is To invest in high quality; attractively priced businesses with strong management teams that are capable of delivering superior long-term returns; recognising that sustainability factors directly affect long-term business profitability. Whilst hedging may be used to manage currency exposures against the relevant benchmark; overall currency exposure will not be hedged back into Australian dollars.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Generation Global Share managed fund is FSF0913AU.

Colonial FirstChoice Wholesale Personal Super - Generation Global Share’s total return last month was 0.05%. This was made up of a growth return of 0.05% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Generation Global Share’s total return for the last three months was 3.66%. This was made up of a growth return of 3.66% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Generation Global Share’s one-year total return is 11.78%. This was made up of a growth return of 11.78% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Generation Global Share’s one-year total return is 15.65%. This was made up of a growth return of 15.65% 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 - Generation Global Share managed fund is :

International Equities
93.89%
Cash
6.11%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Colonial FirstChoice Wholesale Personal Super - Generation Global Share managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Generation Global Share managed fund was $48.7 million.

The Colonial FirstChoice Wholesale Personal Super - Generation Global Share managed fund has an inception date of 3 Sep 2007.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Generation Global Share managed fund is $5.4816 per unit and the current exit price is $5.4761 per unit (as at 17 Sep 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Generation Global Share managed fund is $5.4761 per unit and the current entry price is $5.4816 per unit (as at 17 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Generation Global Share 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.