Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity - Managed Fund

The objective of the Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity managed fund is Solaris has an investment style described as style-neutral having no consistent bias to value or growth stocks. Solaris picks stocks using fundamental analysis to exploit market inefficiencies in forecasts and valuations. Fundamental analysis and stock selection are optimised by analysts being empowered and rewarded as portfolio managers.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity managed fund is Solaris has an investment style described as style-neutral having no consistent bias to value or growth stocks. Solaris picks stocks using fundamental analysis to exploit market inefficiencies in forecasts and valuations. Fundamental analysis and stock selection are optimised by analysts being empowered and rewarded as portfolio managers.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity managed fund is FSF0593AU.

Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity’s total return last month was -2.03%. This was made up of a growth return of -1.94% and an income return of -0.09%. These returns were calculated as at 30 Sep 2026.

Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity’s total return for the last three months was 1.11%. This was made up of a growth return of 1.38% and an income return of -0.27%%. These returns were calculated as at 30 Sep 2026.

Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity’s one-year total return is 3.94%. This was made up of a growth return of 4.77% and an income return of -0.83%. These returns were calculated as at 30 Sep 2026.

Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity’s one-year total return is 11.62%. This was made up of a growth return of 11.92% and an income return of -0.3%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity managed fund is :

The Responsible Entity for the Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Aug 2026, the size of the Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity managed fund was $94.91 million.

The Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity managed fund is $5.9162 per unit and the current exit price is $5.8926 per unit (as at 2 Oct 2026).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity managed fund is $5.8926 per unit and the current entry price is $5.9162 per unit (as at 2 Oct 2026).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Solaris Core Australian Equity managed fund is $20,000.