Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 3.31% | 6.97% | 11.79% | 11.21% | 13.9% | 9.83% | 8.17% | 6.09% |
Growth return | 3.31% | 6.97% | 11.79% | 11.21% | 13.9% | 9.83% | 8.17% | 6.09% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (S&P/ASX 200 A-REIT TR)
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Total return | 4.47% | 9.86% | 16.7% | 14.49% | 20.15% | 15.35% | 12.27% | 9% |
Type | Description |
LIB - Colonial FirstChoice Property Securities | |
Lifeplan Australia Friendly Society Ltd | |
LIF0140AU | |
Equity Australia Real Estate | |
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Investment Fund | |
1 May 2012 | |
$5.46 million (as at 31 Jul 2025) | |
$2.5496 (as at 29 Aug 2025) | |
$2.5496 (as at 29 Aug 2025) | |
Open |
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 |
Holding (as at 28 Feb 2025) | Type | % of Portfolio |
Goodman Group | Equity - REIT | 35.23% |
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The objective of the LIB - Colonial FirstChoice Property Securities managed fund is To provide capital growth and income from a diversified portfolio of global listed property investments. To outperform the UBS Global Real Estate Investors Index, hedged to Australian dollars over rolling three year periods before fees and taxes.
The strategy of the LIB - Colonial FirstChoice Property Securities managed fund is To invest in a diversified portfolio of predominantly Australian property securities. The investments are managed by a number of leading property managers, 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 Property Securities managed fund is LIF0140AU.
LIB - Colonial FirstChoice Property Securities’s total return last month was 3.31%. This was made up of a growth return of 3.31% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
LIB - Colonial FirstChoice Property Securities’s total return for the last three months was 6.97%. This was made up of a growth return of 6.97% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.
LIB - Colonial FirstChoice Property Securities’s one-year total return is 11.21%. This was made up of a growth return of 11.21% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
LIB - Colonial FirstChoice Property Securities’s one-year total return is 9.83%. This was made up of a growth return of 9.83% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the LIB - Colonial FirstChoice Property Securities managed fund is :
The Responsible Entity for the LIB - Colonial FirstChoice Property Securities managed fund is Lifeplan Australia Friendly Society Ltd.
The LIB - Colonial FirstChoice Property Securities managed fund belongs to the Equity Australia Real Estate sector/asset class.
As at 31 Jul 2025, the size of the LIB - Colonial FirstChoice Property Securities managed fund was $5.46 million.
The LIB - Colonial FirstChoice Property Securities managed fund has an inception date of 1 May 2012.
The current entry price of the LIB - Colonial FirstChoice Property Securities managed fund is $2.5496 per unit and the current exit price is $2.5496 per unit (as at 29 Aug 2025).
The current exit price of the LIB - Colonial FirstChoice Property Securities managed fund is $2.5496 per unit and the current entry price is $2.5496 per unit (as at 29 Aug 2025).
The minimum initial investment amount for the LIB - Colonial FirstChoice Property Securities 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.