LIB - Colonial FirstChoice Moderate - Managed Fund

Fund Objective

To provide a balanced of income and capital growth over the medium to long term. To outperform the underlying portfolio,s composite benchmark over rolling three-year periods before fees and taxes.

Fund Strategy

To allocate 60% of investments to growth assets, such as shares, property and infrastructure securities and 40% to defensive assets such as fixed interest and cash.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}

Peers

Benchmark ({{ fund.benchmark.name }})

{{ fund.model.name }}

The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Grow your money, not your fees

It's fees rather than returns that make the biggest difference to your investment's compounding returns.

Free Fees Report

Investing made simple

Our professionally-tailored investment portfolios consistently beat most of our peers.

Free investor guide

Grow your money, not your fees

It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report

Investing made simple

Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

% p.a.

Average of peers ({{ fund.benchmark.peers.peerCount }})

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.82%	2.81%	5.66%	6.47%	8.45%	7.35%	4.84%	4.18%
Growth return	0.82%	2.81%	5.66%	6.47%	8.45%	7.35%	4.84%	4.18%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return	0.67%	3.34%	8.26%	9.04%	12.12%	10.82%	6.61%	6.51%

As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LIB - Colonial FirstChoice Moderate

Australian Equities: 16.19%

International Equities: 38.15%

Cash: 4.99%

Property & Infrastructure: 5.56%

Fixed Interest: 35.11%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 16.31%

International Equities: 28.25%

Cash: 7.80%

Property & Infrastructure: 3.80%

Fixed Interest: 36.28%

Alternatives: 7.55%

General Information

Fund Details

Type	Description
Fund Name	LIB - Colonial FirstChoice Moderate
Responsible Entity	Lifeplan Australia Friendly Society Ltd
APIR Code	LIF0138AU
Sector/Asset Class	Multisector Balanced
Morningstar Rating	(as at 30 Jun 2025)
Legal Structure	Investment Fund
Fund Inception	1 May 2012
Fund Size	$66.04 million (as at 31 Aug 2025)
Entry Price	$1.8953 (as at 30 Sep 2025)
Exit Price	$1.8953 (as at 30 Sep 2025)
Fund Status	Open

Offer information

Type	Description
MER	1.43% (as at 22 Jul 2025)
Minimum initial investment	$1,000.00
Minimum additional investments	$100.00
Minimum redemption amount	$500.00

Top 10 holdings (as at 31 Jan 2025)

Holding (as at 31 Jan 2025)	Type	% of Portfolio
Wiif Hedged Feeder Fund 2	Mutual Fund - Unspecified	3.12%
Login now to view the complete list of holdings.

FAQs about the LIB - Colonial FirstChoice Moderate

What is the objective of the LIB - Colonial FirstChoice Moderate managed fund?

The objective of the LIB - Colonial FirstChoice Moderate managed fund is To provide a balanced of income and capital growth over the medium to long term. To outperform the underlying portfolio,s composite benchmark over rolling three-year periods before fees and taxes.

What is the strategy for the LIB - Colonial FirstChoice Moderate managed fund?

The strategy of the LIB - Colonial FirstChoice Moderate managed fund is To allocate 60% of investments to growth assets, such as shares, property and infrastructure securities and 40% to defensive assets such as fixed interest and cash.

What is the APIR code of the LIB - Colonial FirstChoice Moderate managed fund?

The APIR code of the LIB - Colonial FirstChoice Moderate managed fund is LIF0138AU.

What was LIB - Colonial FirstChoice Moderate’s total return last month?

LIB - Colonial FirstChoice Moderate’s total return last month was 0.82%. This was made up of a growth return of 0.82% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

What was LIB - Colonial FirstChoice Moderate’s total return for the last three months?

LIB - Colonial FirstChoice Moderate’s total return for the last three months was 2.81%. This was made up of a growth return of 2.81% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.

What is LIB - Colonial FirstChoice Moderate’s one-year total return?

LIB - Colonial FirstChoice Moderate’s one-year total return is 6.47%. This was made up of a growth return of 6.47% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

What is LIB - Colonial FirstChoice Moderate’s three-year total return?

LIB - Colonial FirstChoice Moderate’s one-year total return is 7.35%. This was made up of a growth return of 7.35% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

What is the asset allocation of the LIB - Colonial FirstChoice Moderate managed fund?

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

Australian Equities: 16.19%

International Equities: 38.15%

Cash: 4.99%

Property & Infrastructure: 5.56%

Fixed Interest: 35.11%

Alternatives: 0%

Who is the responsible Entity of the LIB - Colonial FirstChoice Moderate managed fund?

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

What sector/asset class does the LIB - Colonial FirstChoice Moderate managed fund belong to?

The LIB - Colonial FirstChoice Moderate managed fund belongs to the Multisector Balanced sector/asset class.

What is the size of the LIB - Colonial FirstChoice Moderate managed fund?

As at 31 Aug 2025, the size of the LIB - Colonial FirstChoice Moderate managed fund was $66.04 million.

What is the inception date of the LIB - Colonial FirstChoice Moderate managed fund?

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

What is the current entry price of the LIB - Colonial FirstChoice Moderate managed fund?

The current entry price of the LIB - Colonial FirstChoice Moderate managed fund is $1.8953 per unit and the current exit price is $1.8953 per unit (as at 30 Sep 2025).

What is the current exit price of the LIB - Colonial FirstChoice Moderate managed fund?

The current exit price of the LIB - Colonial FirstChoice Moderate managed fund is $1.8953 per unit and the current entry price is $1.8953 per unit (as at 30 Sep 2025).

What is the minimum investment amount for the LIB - Colonial FirstChoice Moderate managed fund?

The minimum initial investment amount for the LIB - Colonial FirstChoice Moderate 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.

What our members say about us