InvestSMART

Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities - Managed Fund

Fund Objective
To build a portfolio of companies that can have a net positive alignment with one or more of the 17 UN Sustainable Development Goals, exceed minimum ESG criteria, and are undervalued and within an earnings upgrade cycle. It excludes companies with >5% of gross revenue from fossil fuels; uranium; predatory lending; hostile debt collection; tobacco; alcohol; gambling; pornography; armaments; gold; old growth forest logging; unsustainable palm oil; factory farming; live animal exports or animal testing for cosmetics.
Fund Strategy
To build a portfolio of companies that can have a net positive alignment with one or more of the 17 UN Sustainable Development Goals, exceed minimum ESG criteria, and are undervalued and within an earnings upgrade cycle. It excludes companies with >5% of gross revenue from fossil fuels; uranium; predatory lending; hostile debt collection; tobacco; alcohol; gambling; pornography; armaments; gold; old growth forest logging; unsustainable palm oil; factory farming; live animal exports or animal testing for cosmetics.

Fund Performance Comparison

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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 -2.6% -7.06% -6.62% -6.11% 3.31% 8.93% 8.12% 8.84%
Growth return 0.21% -6.07% -6.91% -4% 2.69% 7.65% 7.32% 8.89%
Income return -2.81% -0.99% 0.29% -2.11% 0.62% 1.28% 0.8% -0.05%
Market index (MSCI World Ex Australia NR AUD)
Total return -1.09% -4.68% 0.61% 5.74% 13.25% 18.52% 14.41% 13.36%
As at 28 Feb 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities
International Equities
98.63%
Cash
1.37%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
90.82%
Cash
1.75%
Australian Equities
6.95%
Property & Infrastructure
0.21%
Fixed Interest
-0.01%
Alternatives
0.29%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities
Colonial First State Investments Limited
FSF0621AU
Equity World Large Growth
starstarstar (as at 28 Feb 2026)
Superannuation Fund
12 Jul 2004
$138.27 million (as at 28 Feb 2026)
$3.9322 (as at 12 Mar 2026)
$3.9126 (as at 12 Mar 2026)
Open
Offer information
Type Description
MER 1.09% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR) 1.20% (as at 30 Jun 2025)
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 31 Jan 2026)

Holding (as at 31 Jan 2026) Type % of Portfolio
NVIDIA Corp 6.56%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities

The objective of the Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities managed fund is To build a portfolio of companies that can have a net positive alignment with one or more of the 17 UN Sustainable Development Goals, exceed minimum ESG criteria, and are undervalued and within an earnings upgrade cycle. It excludes companies with >5% of gross revenue from fossil fuels; uranium; predatory lending; hostile debt collection; tobacco; alcohol; gambling; pornography; armaments; gold; old growth forest logging; unsustainable palm oil; factory farming; live animal exports or animal testing for cosmetics.

The strategy of the Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities managed fund is To build a portfolio of companies that can have a net positive alignment with one or more of the 17 UN Sustainable Development Goals, exceed minimum ESG criteria, and are undervalued and within an earnings upgrade cycle. It excludes companies with >5% of gross revenue from fossil fuels; uranium; predatory lending; hostile debt collection; tobacco; alcohol; gambling; pornography; armaments; gold; old growth forest logging; unsustainable palm oil; factory farming; live animal exports or animal testing for cosmetics.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities managed fund is FSF0621AU.

Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities’s total return last month was -2.6%. This was made up of a growth return of 0.21% and an income return of -2.81%. These returns were calculated as at 28 Feb 2026.

Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities’s total return for the last three months was -7.06%. This was made up of a growth return of -6.07% and an income return of -0.99%%. These returns were calculated as at 28 Feb 2026.

Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities’s one-year total return is -6.11%. This was made up of a growth return of -4% and an income return of -2.11%. These returns were calculated as at 28 Feb 2026.

Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities’s one-year total return is 8.93%. This was made up of a growth return of 7.65% and an income return of 1.28%. These returns were calculated as at 28 Feb 2026.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities managed fund is :

International Equities
98.63%
Cash
1.37%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities managed fund belongs to the Equity World Large Growth sector/asset class.

As at 28 Feb 2026, the size of the Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities managed fund was $138.27 million.

The Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities managed fund is $3.9322 per unit and the current exit price is $3.9126 per unit (as at 12 Mar 2026).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities managed fund is $3.9126 per unit and the current entry price is $3.9322 per unit (as at 12 Mar 2026).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Alphinity Global Sustainability Equities 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.