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  5. Colonial FirstChoice - Antares ex-20 Australian Equities - Managed fund profile

Colonial FirstChoice - Antares ex-20 Australian Equities - Managed Fund

Fund Objective
The option aims to outperform the S&P/ASX 300 Accumulation Index excluding that part of the return that is generated by the stocks included in the S&P/ASX 20 Index over rolling five-year periods after fees and before taxes.
Fund Strategy
The option is an actively managed, concentrated portfolio of equities outside the ASX20 that Antares identifies as having the potential to offer significant long-term capital growth. Antares take meaningfully active positions in companies where we have insights that are different to consensus. The portfolio is style agnostic and constructed with the stocks in which we have the greatest conviction, rather than being limited by those that fit a particular investment style.

Fund Performance Comparison

Created with Highcharts 10.2.1TimeReturns (%)Chart context menu1M3M6M1Y P.A.2Y P.A.3Y P.A.5Y P.A.10Y P.A.-10-5051015

Relative Fund Performance vs 299 peers using S&P/ASX Small Ordinaries TR AUD as their benchmark.

Colonial FirstChoice - Antares ex-20 Australian Equities
Peers
Benchmark (S&P/ASX Small Ordinaries TR AUD)
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.
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Fees Comparison

1.07
% p.a.
Colonial FirstChoice - Antares ex-20 Australian Equities
1.62
% p.a.
Average of peers (299)
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 0.85% -8.99% -2.17% 2.16% -% -% -% -%
Growth return 0.85% -9.11% -2.45% 1.77% -% -% -% -%
Income return 0% 0.12% 0.28% 0.39% -% -% -% -%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return 1.84% -4.58% -1.99% 3.73% 5.53% 0.29% 7.73% 6.33%
As at 30 Apr 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice - Antares ex-20 Australian Equities
Australian Equities
83.87%
International Equities
12.91%
Cash
3.22%
Property
0%
Fixed Interest
0%
Alternatives
0%
Created with Highcharts 10.2.183.87%12.91%3.22%
Average Allocation of Peers
Australian Equities
91.31%
International Equities
3.64%
Cash
4.27%
Property
0.50%
Fixed Interest
0%
Alternatives
0.27%
Created with Highcharts 10.2.191.31%3.64%4.27%0.50%0%0.27%

General Information

Fund Details
Type Description
Colonial FirstChoice - Antares ex-20 Australian Equities
Colonial First State Investments Limited
FSF3550AU
Equity Australia Mid/Small Blend
Not Rated
Investment Fund
20 Nov 2023
$0.16 million (as at 30 Apr 2025)
$1.1653 (as at 12 May 2025)
$1.1618 (as at 12 May 2025)
Offer information
Type Description
MER 1.07% (as at 16 Nov 2024)
Indirect Cost Ratio (ICR) - Estimated 1.07% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0

Top 10 holdings (as at 31 Jan 2025)

Holding (as at 31 Jan 2025) Type % of Portfolio
Qantas Airways Ltd Equity 6.27%
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FAQs about the Colonial FirstChoice - Antares ex-20 Australian Equities

The objective of the Colonial FirstChoice - Antares ex-20 Australian Equities managed fund is The option aims to outperform the S&P/ASX 300 Accumulation Index excluding that part of the return that is generated by the stocks included in the S&P/ASX 20 Index over rolling five-year periods after fees and before taxes.

The strategy of the Colonial FirstChoice - Antares ex-20 Australian Equities managed fund is The option is an actively managed, concentrated portfolio of equities outside the ASX20 that Antares identifies as having the potential to offer significant long-term capital growth. Antares take meaningfully active positions in companies where we have insights that are different to consensus. The portfolio is style agnostic and constructed with the stocks in which we have the greatest conviction, rather than being limited by those that fit a particular investment style.

The APIR code of the Colonial FirstChoice - Antares ex-20 Australian Equities managed fund is FSF3550AU.

Colonial FirstChoice - Antares ex-20 Australian Equities’s total return last month was 0.85%. This was made up of a growth return of 0.85% and an income return of 0%. These returns were calculated as at 30 Apr 2025.

Colonial FirstChoice - Antares ex-20 Australian Equities’s total return for the last three months was -8.99%. This was made up of a growth return of -9.11% and an income return of 0.12%%. These returns were calculated as at 30 Apr 2025.

Colonial FirstChoice - Antares ex-20 Australian Equities’s one-year total return is 2.16%. This was made up of a growth return of 1.77% and an income return of 0.39%. These returns were calculated as at 30 Apr 2025.

Colonial FirstChoice - Antares ex-20 Australian Equities’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 30 Apr 2025.

The asset allocation of the Colonial FirstChoice - Antares ex-20 Australian Equities managed fund is :

Australian Equities
83.87%
International Equities
12.91%
Cash
3.22%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice - Antares ex-20 Australian Equities managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice - Antares ex-20 Australian Equities managed fund belongs to the Equity Australia Mid/Small Blend sector/asset class.

As at 30 Apr 2025, the size of the Colonial FirstChoice - Antares ex-20 Australian Equities managed fund was $0.16 million.

The Colonial FirstChoice - Antares ex-20 Australian Equities managed fund has an inception date of 20 Nov 2023.

The current entry price of the Colonial FirstChoice - Antares ex-20 Australian Equities managed fund is $1.1653 per unit and the current exit price is $1.1618 per unit (as at 12 May 2025).

The current exit price of the Colonial FirstChoice - Antares ex-20 Australian Equities managed fund is $1.1618 per unit and the current entry price is $1.1653 per unit (as at 12 May 2025).

The minimum initial investment amount for the Colonial FirstChoice - Antares ex-20 Australian Equities managed fund is $.

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.