InvestSMART

Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99 - Managed Fund

Fund Objective
To achieve a return of CPI plus 3.0% per annum over rolling ten-year periods after fees and taxes.
Fund Strategy
To invest in a diverse range of assets that are expected to provide long-term capital growth; but which may have a high level of short-to-medium-term volatility. In the very long term; the option's exposure to assets with volatile returns will be reduced to provide greater short-term security. The option may use derivatives with the objective of managing portfolio volatility. The portfolio aims to hedge currency risk except for part of the allocation to global shares (which may include emerging market shares).

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 -0.78% 2.14% 7.95% 10.85% 10.72% -% -% -%
Growth return -0.78% 2.14% 7.95% 10.85% 10.72% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return -0.79% 1.97% 8.69% 10.94% 16.88% 13.14% 10.62% 9.94%
As at 30 Nov 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99
Australian Equities
31.09%
International Equities
54.70%
Cash
4.73%
Property & Infrastructure
3.85%
Fixed Interest
1.51%
Alternatives
4.13%
Average Allocation of Peers
Australian Equities
34.19%
International Equities
49.52%
Cash
2.51%
Property & Infrastructure
4.82%
Fixed Interest
5.26%
Alternatives
3.71%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99
AIL1420AU
Multisector Life Stages ? 1990s and later
Not Rated
Superannuation Fund
20 Nov 2023
$6.2 million (as at 30 Nov 2025)
$1.2241 (as at 10 Dec 2025)
$1.2216 (as at 10 Dec 2025)
Open
Offer information
Type Description
MER 0.65% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR) 0.65% (as at 30 Jun 2025)
Performance fee (not included in ICR) 0.01

Top 10 holdings (as at 30 Nov 2025)

Holding (as at 30 Nov 2025) Type % of Portfolio
Wiif Hedged Feeder Fund 2 Mutual Fund - Unspecified 5.57%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99

The objective of the Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99 managed fund is To achieve a return of CPI plus 3.0% per annum over rolling ten-year periods after fees and taxes.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99 managed fund is To invest in a diverse range of assets that are expected to provide long-term capital growth; but which may have a high level of short-to-medium-term volatility. In the very long term; the option's exposure to assets with volatile returns will be reduced to provide greater short-term security. The option may use derivatives with the objective of managing portfolio volatility. The portfolio aims to hedge currency risk except for part of the allocation to global shares (which may include emerging market shares).

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99 managed fund is AIL1420AU.

Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99’s total return last month was -0.78%. This was made up of a growth return of -0.78% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99’s total return for the last three months was 2.14%. This was made up of a growth return of 2.14% and an income return of 0%%. These returns were calculated as at 30 Nov 2025.

Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99’s one-year total return is 10.85%. This was made up of a growth return of 10.85% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99’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 30 Nov 2025.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99 managed fund is :

Australian Equities
31.09%
International Equities
54.70%
Cash
4.73%
Property & Infrastructure
3.85%
Fixed Interest
1.51%
Alternatives
4.13%

The Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99 managed fund belongs to the Multisector Life Stages ? 1990s and later sector/asset class.

As at 30 Nov 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99 managed fund was $6.2 million.

The Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99 managed fund has an inception date of 20 Nov 2023.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99 managed fund is $1.2241 per unit and the current exit price is $1.2216 per unit (as at 10 Dec 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99 managed fund is $1.2216 per unit and the current entry price is $1.2241 per unit (as at 10 Dec 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Lifestage 1995 - 99 managed fund is $.

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.