Colonial FirstChoice Wholesale Personal Super - Platinum Wholesale Asia - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ }} as their benchmark.

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Benchmark ({{ }})
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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.

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 1.04 0.91 1.01 3.37 3.87 9.25 8.21 -
Growth return 1.04 0.91 1.01 3.37 3.87 9.25 8.21 -
Income return 0 0 0 0 0 0 0 -
Market index (MSCI AC Asia Ex Japan NR AUD)
Total return 1.56 -0.64 -0.08 3.59 6.76 10.89 9.8 8.4
As as 30 Sep 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Personal Super - Platinum Wholesale Asia
International Equities
Australian Equities
Average Allocation of Peers
International Equities
Australian Equities

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Platinum Wholesale Asia
Colonial First State Investments Limited
Equity Asia Pacific w/o Japan
starstarstarstar (as at 30 Sep 2019)
Superannuation Fund
22 Mar 2010
$69.11 million (as at 30 Sep 2019)
$2.1436 (as at 22 Oct 2019)
$2.1329 (as at 22 Oct 2019)
Fund Objective
To provide capital growth over the long term through searching out undervalued listed (and unlisted) investments in the Asian region excluding Japan. The option aims to outperform the MSCI All Country Asia (ex Japan) Index over rolling five year periods before fees and taxes.
Fund Strategy
The option primarily invests in the listed securities of Asian companies.The portfolio will ideally consist of 50-100 securities that the manager believes to be undervalued by the market.Cash may be held when undervalued securities cannot be found.The manager may short sell & the portfolio will typically have 50% or more net equity exposure.Derivatives may be used for risk management & for opportunities to increase returns,the effective exposure of derivatives & stocks will not exceed 150% of the portfolio's value.Currency is actively managed.
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 2.21% (as at 30 Jun 2019) (Estimated)
Minimum initial investment $1,500.00
Minimum additional investments
Minimum redemption amount

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 cannot 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.

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Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%