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 The option seeks to outperform the MSCI All Country World Index in AUD; before fees and taxes; over rolling five-year periods.

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 -1.16%. This was made up of a growth return of -1.16% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares’s total return for the last three months was 0.14%. This was made up of a growth return of 0.14% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares’s one-year total return is 5.37%. This was made up of a growth return of 5.37% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares’s one-year total return is 12.53%. This was made up of a growth return of 12.53% 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 - Ironbark Brown Advance Global Shares managed fund is :

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 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares managed fund was $19.93 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 $4.0795 per unit and the current exit price is $4.0713 per unit (as at 10 Sep 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Ironbark Brown Advance Global Shares managed fund is $4.0713 per unit and the current entry price is $4.0795 per unit (as at 10 Sep 2025).

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