InvestSMART

Colonial FirstChoice Investment Lonsec Core Plus Growth - Managed Fund

Fund Objective
The portfolio seeks to generate competitive income and capital returns with lower downside risk than the market. This is achieved by diversifying the portfolio by asset class, investment strategy, fund manager and sources of return.
Fund Strategy
The portfolio seeks to generate competitive income and capital returns with lower downside risk than the market. This is achieved by diversifying the portfolio by asset class, investment strategy, fund manager and sources of return.

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 -4.52% -2.4% -% -% -% -% -% -%
Growth return -1.61% -% -% -% -% -% -% -%
Income return -2.91% -% -% -% -% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -4.57% -2.61% -1.66% 8.89% 7.12% 9.47% 6.78% 7.89%
As at 31 Mar 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Investment Lonsec Core Plus Growth
Australian Equities
25.13%
International Equities
46.90%
Cash
2.75%
Property & Infrastructure
2.60%
Fixed Interest
18.59%
Alternatives
4.02%
Average Allocation of Peers
Australian Equities
27.84%
International Equities
34.97%
Cash
5.17%
Property & Infrastructure
6.02%
Fixed Interest
21.22%
Alternatives
4.78%

General Information

Fund Details
Type Description
Colonial FirstChoice Investment Lonsec Core Plus Growth
Colonial First State Investments Limited
FSF5574AU
Multisector Growth
Not Rated
Investment Fund
17 Nov 2025
$0.78 million (as at 31 Mar 2026)
$0.9898 (as at 22 Apr 2026)
$0.9869 (as at 22 Apr 2026)
Open
Offer information
Type Description
MER 0% (as at 8 Jan 2026)
Minimum initial investment $1,000.00

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025) Type % of Portfolio
BlackRock Global Liquid Alternatives S1 4.03%
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FAQs about the Colonial FirstChoice Investment Lonsec Core Plus Growth

The objective of the Colonial FirstChoice Investment Lonsec Core Plus Growth managed fund is The portfolio seeks to generate competitive income and capital returns with lower downside risk than the market. This is achieved by diversifying the portfolio by asset class, investment strategy, fund manager and sources of return.

The strategy of the Colonial FirstChoice Investment Lonsec Core Plus Growth managed fund is The portfolio seeks to generate competitive income and capital returns with lower downside risk than the market. This is achieved by diversifying the portfolio by asset class, investment strategy, fund manager and sources of return.

The APIR code of the Colonial FirstChoice Investment Lonsec Core Plus Growth managed fund is FSF5574AU.

Colonial FirstChoice Investment Lonsec Core Plus Growth’s total return last month was -4.52%. This was made up of a growth return of -1.61% and an income return of -2.91%. These returns were calculated as at 31 Mar 2026.

Colonial FirstChoice Investment Lonsec Core Plus Growth’s total return for the last three months was -2.4%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Mar 2026.

Colonial FirstChoice Investment Lonsec Core Plus Growth’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2026.

Colonial FirstChoice Investment Lonsec Core Plus Growth’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2026.

The asset allocation of the Colonial FirstChoice Investment Lonsec Core Plus Growth managed fund is :

Australian Equities
25.13%
International Equities
46.90%
Cash
2.75%
Property & Infrastructure
2.60%
Fixed Interest
18.59%
Alternatives
4.02%

The Responsible Entity for the Colonial FirstChoice Investment Lonsec Core Plus Growth managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Investment Lonsec Core Plus Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Mar 2026, the size of the Colonial FirstChoice Investment Lonsec Core Plus Growth managed fund was $0.78 million.

The Colonial FirstChoice Investment Lonsec Core Plus Growth managed fund has an inception date of 17 Nov 2025.

The current entry price of the Colonial FirstChoice Investment Lonsec Core Plus Growth managed fund is $0.9898 per unit and the current exit price is $0.9869 per unit (as at 22 Apr 2026).

The current exit price of the Colonial FirstChoice Investment Lonsec Core Plus Growth managed fund is $0.9869 per unit and the current entry price is $0.9898 per unit (as at 22 Apr 2026).

The minimum initial investment amount for the Colonial FirstChoice Investment Lonsec Core Plus Growth managed fund is $1,000.

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.