InvestSMART

Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate - Managed Fund

Fund Objective
To provide total returns (income and capital growth); after costs and before tax; above the FTSE EPRA/ NAREIT Developed Index; hedged to Australian dollars on a rolling three-year basis.
Fund Strategy
To take advantage of global real estate market conditions; as well as country-specific opportunities; the option's investment style combines a stock-specific (bottom-up) selection process with a secondary macroeconomic (top-down) approach to regional and country allocations. The option is managed by an investment team made up of on-the-ground regional investment specialists based in Sydney; Chicago; London and Hong Kong. The option aims to hedge currency exposure.

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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.16% 3.42% 6.38% 3.21% 11.61% 5.43% 4.43% 2.57%
Growth return -0.16% 3.42% 6.38% 3.21% -% 5.43% 4.43% 2.57%
Income return 0% 0% 0% 0% -% 0% 0% 0%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate
FSF1228AU
Equity Global Real Estate
starstarstar (as at 31 Oct 2025)
Superannuation Fund
11 Apr 2011
$116.57 million (as at 31 Oct 2025)
$2.1065 (as at 17 Nov 2025)
$2.1002 (as at 17 Nov 2025)
Open
Offer information
Type Description
MER 1.29% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 1.29% (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 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
Welltower Inc Equity - REIT 8.91%
Login now to view the complete list of holdings.
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One
How to Assess your Managed Fund: And How to Choose the Next One
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate

The objective of the Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate managed fund is To provide total returns (income and capital growth); after costs and before tax; above the FTSE EPRA/ NAREIT Developed Index; hedged to Australian dollars on a rolling three-year basis.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate managed fund is To take advantage of global real estate market conditions; as well as country-specific opportunities; the option's investment style combines a stock-specific (bottom-up) selection process with a secondary macroeconomic (top-down) approach to regional and country allocations. The option is managed by an investment team made up of on-the-ground regional investment specialists based in Sydney; Chicago; London and Hong Kong. The option aims to hedge currency exposure.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate managed fund is FSF1228AU.

Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate’s total return last month was -0.16%. This was made up of a growth return of -0.16% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate’s total return for the last three months was 3.42%. This was made up of a growth return of 3.42% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate’s one-year total return is 3.21%. This was made up of a growth return of 3.21% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate’s one-year total return is 5.43%. This was made up of a growth return of 5.43% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate managed fund is :

Australian Equities
3.16%
International Equities
14.69%
Cash
2.30%
Property & Infrastructure
79.85%
Fixed Interest
0%
Alternatives
0%

The Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate managed fund belongs to the Equity Global Real Estate sector/asset class.

As at 31 Oct 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate managed fund was $116.57 million.

The Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate managed fund has an inception date of 11 Apr 2011.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate managed fund is $2.1065 per unit and the current exit price is $2.1002 per unit (as at 17 Nov 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate managed fund is $2.1002 per unit and the current entry price is $2.1065 per unit (as at 17 Nov 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Mac Global Listed Real Estate 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.