Colonial FirstChoice - MFS Global Equity - Managed Fund

The objective of the Colonial FirstChoice - MFS Global Equity managed fund is MFS' philosophy is based on the belief that companies with durable above-average growth and return prospects, which are not reflected in their valuation, will outperform over the long run. The value of compounding high returns on capital and above-average growth rates over long time periods is often underestimated by the market. Through fundamental analysis, MFS seeks to identify enduring businesses, focusing on operational risks and the long-term potential for change. This option does not typically hedge currency risk.

The strategy of the Colonial FirstChoice - MFS Global Equity managed fund is MFS' philosophy is based on the belief that companies with durable above-average growth and return prospects, which are not reflected in their valuation, will outperform over the long run. The value of compounding high returns on capital and above-average growth rates over long time periods is often underestimated by the market. Through fundamental analysis, MFS seeks to identify enduring businesses, focusing on operational risks and the long-term potential for change. This option does not typically hedge currency risk.

The APIR code of the Colonial FirstChoice - MFS Global Equity managed fund is FSF0480AU.

Colonial FirstChoice - MFS Global Equity’s total return last month was -3.79%. This was made up of a growth return of -2.08% and an income return of -1.71%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice - MFS Global Equity’s total return for the last three months was -2.81%. This was made up of a growth return of -8.44% and an income return of 5.63%%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice - MFS Global Equity’s one-year total return is -4.42%. This was made up of a growth return of -22.31% and an income return of 17.89%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice - MFS Global Equity’s one-year total return is 8.67%. This was made up of a growth return of -7.26% and an income return of 15.93%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Colonial FirstChoice - MFS Global Equity managed fund is :

The Responsible Entity for the Colonial FirstChoice - MFS Global Equity managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice - MFS Global Equity managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Jan 2026, the size of the Colonial FirstChoice - MFS Global Equity managed fund was $144058486 million.

The Colonial FirstChoice - MFS Global Equity managed fund has an inception date of 13 May 2002.

The current entry price of the Colonial FirstChoice - MFS Global Equity managed fund is $0.9832 per unit and the current exit price is $0.9822 per unit (as at 18 Feb 2026).

The current exit price of the Colonial FirstChoice - MFS Global Equity managed fund is $0.9822 per unit and the current entry price is $0.9832 per unit (as at 18 Feb 2026).

The minimum initial investment amount for the Colonial FirstChoice - MFS Global Equity managed fund is $20,000.