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  5. LIB - Colonial FirstChoice Global Shares - Managed fund profile

LIB - Colonial FirstChoice Global Shares - Managed Fund

Fund Objective
To provide long-term capital growth from a diversified portfolip of global shares. To outperform the MSCI All Countries World Index over rolling three-year periods before fees and taxes.
Fund Strategy
To invest in a diversified portfolio of companies. The investments are managed by a number of leading global share managers which have different, yet complementary investment styles, which is designed to deliver more consistent returns with less risk than would be achieved if investing with a single investment manager.

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 2.14% 8.43% 2.78% 12.52% 13.83% 12.32% 9.02% 6.58%
Growth return 0.58% 4.45% 3.62% 14.83% 13.83% 12.96% 8.84% 6.94%
Income return 1.56% 3.98% -0.84% -2.31% 0% -0.64% 0.18% -0.36%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Jul 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LIB - Colonial FirstChoice Global Shares
Australian Equities
0.01%
International Equities
98.30%
Cash
1.69%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
1.20%
International Equities
95.75%
Cash
1.75%
Property & Infrastructure
1.16%
Fixed Interest
0%
Alternatives
0.15%

General Information

Fund Details
Type Description
LIB - Colonial FirstChoice Global Shares
Lifeplan Australia Friendly Society Ltd
LIF0142AU
Equity World Large Blend
starstarstar (as at 30 Jun 2025)
Investment Fund
1 May 2012
$4.07 million (as at 31 Jul 2025)
$3.2302 (as at 29 Aug 2025)
$3.2302 (as at 29 Aug 2025)
Open
Offer information
Type Description
MER 1.88% (as at 7 May 2023)
Minimum initial investment $1,000.00
Minimum additional investments $100.00
Minimum redemption amount $500.00

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Microsoft Corp Equity 5.21%
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FAQs about the LIB - Colonial FirstChoice Global Shares

The objective of the LIB - Colonial FirstChoice Global Shares managed fund is To provide long-term capital growth from a diversified portfolip of global shares. To outperform the MSCI All Countries World Index over rolling three-year periods before fees and taxes.

The strategy of the LIB - Colonial FirstChoice Global Shares managed fund is To invest in a diversified portfolio of companies. The investments are managed by a number of leading global share managers which have different, yet complementary investment styles, which is designed to deliver more consistent returns with less risk than would be achieved if investing with a single investment manager.

The APIR code of the LIB - Colonial FirstChoice Global Shares managed fund is LIF0142AU.

LIB - Colonial FirstChoice Global Shares’s total return last month was 2.14%. This was made up of a growth return of 0.58% and an income return of 1.56%. These returns were calculated as at 31 Jul 2025.

LIB - Colonial FirstChoice Global Shares’s total return for the last three months was 8.43%. This was made up of a growth return of 4.45% and an income return of 3.98%%. These returns were calculated as at 31 Jul 2025.

LIB - Colonial FirstChoice Global Shares’s one-year total return is 12.52%. This was made up of a growth return of 14.83% and an income return of -2.31%. These returns were calculated as at 31 Jul 2025.

LIB - Colonial FirstChoice Global Shares’s one-year total return is 12.32%. This was made up of a growth return of 12.96% and an income return of -0.64%. These returns were calculated as at 31 Jul 2025.

The asset allocation of the LIB - Colonial FirstChoice Global Shares managed fund is :

Australian Equities
0.01%
International Equities
98.30%
Cash
1.69%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the LIB - Colonial FirstChoice Global Shares managed fund is Lifeplan Australia Friendly Society Ltd.

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

As at 31 Jul 2025, the size of the LIB - Colonial FirstChoice Global Shares managed fund was $4.07 million.

The LIB - Colonial FirstChoice Global Shares managed fund has an inception date of 1 May 2012.

The current entry price of the LIB - Colonial FirstChoice Global Shares managed fund is $3.2302 per unit and the current exit price is $3.2302 per unit (as at 29 Aug 2025).

The current exit price of the LIB - Colonial FirstChoice Global Shares managed fund is $3.2302 per unit and the current entry price is $3.2302 per unit (as at 29 Aug 2025).

The minimum initial investment amount for the LIB - Colonial FirstChoice Global Shares managed fund is $1,000. Minimum additional investment is $100.

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.