Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares - Managed Fund

The objective of the Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares managed fund is This option invests in a concentrated portfolio of leading global companies across sectors and regions, selected for their ability to compound excess economic returns over time. Using a fundamental, bottom-up, research-intensive approach, it focuses on high-quality businesses with strong market positions, superior customer outcomes, and high return on invested capital (ROIC). The Investment Manager seeks to acquire these companies at discounts to their intrinsic value to maximize shareholder returns.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares managed fund is This option invests in a concentrated portfolio of leading global companies across sectors and regions, selected for their ability to compound excess economic returns over time. Using a fundamental, bottom-up, research-intensive approach, it focuses on high-quality businesses with strong market positions, superior customer outcomes, and high return on invested capital (ROIC). The Investment Manager seeks to acquire these companies at discounts to their intrinsic value to maximize shareholder returns.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares managed fund is FSF0627AU.

Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares’s total return last month was -0.57%. This was made up of a growth return of -0.47% and an income return of -0.1%. These returns were calculated as at 30 Sep 2026.

Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares’s total return for the last three months was 0.96%. This was made up of a growth return of 1.27% and an income return of -0.31%%. These returns were calculated as at 30 Sep 2026.

Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares’s one-year total return is -5.34%. This was made up of a growth return of -4.45% and an income return of -0.89%. These returns were calculated as at 30 Sep 2026.

Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares’s one-year total return is 3.79%. This was made up of a growth return of 4.12% and an income return of -0.33%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares managed fund is :

The Responsible Entity for the Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Sep 2026, the size of the Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares managed fund was $50.25 million.

The Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares managed fund is $3.992 per unit and the current exit price is $3.984 per unit (as at 20 Oct 2026).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares managed fund is $3.984 per unit and the current entry price is $3.992 per unit (as at 20 Oct 2026).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares managed fund is $20,000.