Colonial FirstChoice - AZ Sestante Growth - Managed Fund

Fund Objective

The option's broad asset allocation is to be 80% exposed to growth assets such as shares, property and infrastructure securities and 20% to defensive assets such as fixed interest and cash. The actual asset allocation will vary from this, as the manager uses a tactical asset allocation approach to optimise expected risk and return outcomes for the portfolio. In order to provide additional diversification, the portfolio is allocated across a number of leading investment managers. The option may hedge its currency exposure.

Fund Strategy

Fund Performance Comparison

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Peers

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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.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	1.62%	1.55%	4.21%	7.15%	10.71%	9.58%	7.05%	-%
Growth return	1.62%	-0.4%	1.82%	-7.02%	1.45%	2.69%	0.24%	-%
Income return	0%	1.95%	2.39%	14.17%	9.26%	6.89%	6.81%	-%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	0.38%	-0.09%	4.07%	8.34%	11.24%	10.63%	8.07%	8.42%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice - AZ Sestante Growth

Australian Equities: 30.07%

International Equities: 47.55%

Cash: 3.23%

Property & Infrastructure: 9.25%

Fixed Interest: 9.90%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 27.17%

International Equities: 33.81%

Cash: 5.02%

Property & Infrastructure: 6.61%

Fixed Interest: 20.60%

Alternatives: 6.79%

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice - AZ Sestante Growth
Responsible Entity	Colonial First State Investments Limited
APIR Code	FSF1822AU
Sector/Asset Class	Multisector Growth
Morningstar Rating	(as at 31 Dec 2025)
Legal Structure	Investment Fund
Fund Inception	5 Dec 2016
Fund Size	$14541332 million (as at 31 Dec 2025)
Entry Price	$1.0839 (as at 28 Jan 2026)
Exit Price	$1.0818 (as at 28 Jan 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.90% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR)	0.90% (as at 30 Jun 2025)
Minimum initial investment	$20,000
Minimum additional investments

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025)	Type	% of Portfolio
Commonwealth Bank of Australia	Equity	2.50%
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FAQs about the Colonial FirstChoice - AZ Sestante Growth

What is the objective of the Colonial FirstChoice - AZ Sestante Growth managed fund?

The objective of the Colonial FirstChoice - AZ Sestante Growth managed fund is The option's broad asset allocation is to be 80% exposed to growth assets such as shares, property and infrastructure securities and 20% to defensive assets such as fixed interest and cash. The actual asset allocation will vary from this, as the manager uses a tactical asset allocation approach to optimise expected risk and return outcomes for the portfolio. In order to provide additional diversification, the portfolio is allocated across a number of leading investment managers. The option may hedge its currency exposure.

What is the strategy for the Colonial FirstChoice - AZ Sestante Growth managed fund?

The strategy of the Colonial FirstChoice - AZ Sestante Growth managed fund is The option's broad asset allocation is to be 80% exposed to growth assets such as shares, property and infrastructure securities and 20% to defensive assets such as fixed interest and cash. The actual asset allocation will vary from this, as the manager uses a tactical asset allocation approach to optimise expected risk and return outcomes for the portfolio. In order to provide additional diversification, the portfolio is allocated across a number of leading investment managers. The option may hedge its currency exposure.

What is the APIR code of the Colonial FirstChoice - AZ Sestante Growth managed fund?

The APIR code of the Colonial FirstChoice - AZ Sestante Growth managed fund is FSF1822AU.

What was Colonial FirstChoice - AZ Sestante Growth’s total return last month?

Colonial FirstChoice - AZ Sestante Growth’s total return last month was 1.62%. This was made up of a growth return of 1.62% and an income return of 0%. These returns were calculated as at 31 Jan 2026.

What was Colonial FirstChoice - AZ Sestante Growth’s total return for the last three months?

Colonial FirstChoice - AZ Sestante Growth’s total return for the last three months was 1.55%. This was made up of a growth return of -0.4% and an income return of 1.95%%. These returns were calculated as at 31 Jan 2026.

What is Colonial FirstChoice - AZ Sestante Growth’s one-year total return?

Colonial FirstChoice - AZ Sestante Growth’s one-year total return is 7.15%. This was made up of a growth return of -7.02% and an income return of 14.17%. These returns were calculated as at 31 Jan 2026.

What is Colonial FirstChoice - AZ Sestante Growth’s three-year total return?

Colonial FirstChoice - AZ Sestante Growth’s one-year total return is 9.58%. This was made up of a growth return of 2.69% and an income return of 6.89%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the Colonial FirstChoice - AZ Sestante Growth managed fund?

The asset allocation of the Colonial FirstChoice - AZ Sestante Growth managed fund is :

Australian Equities: 30.07%

International Equities: 47.55%

Cash: 3.23%

Property & Infrastructure: 9.25%

Fixed Interest: 9.90%

Alternatives: 0%

Who is the responsible Entity of the Colonial FirstChoice - AZ Sestante Growth managed fund?

The Responsible Entity for the Colonial FirstChoice - AZ Sestante Growth managed fund is Colonial First State Investments Limited.

What sector/asset class does the Colonial FirstChoice - AZ Sestante Growth managed fund belong to?

The Colonial FirstChoice - AZ Sestante Growth managed fund belongs to the Multisector Growth sector/asset class.

What is the size of the Colonial FirstChoice - AZ Sestante Growth managed fund?

As at 31 Dec 2025, the size of the Colonial FirstChoice - AZ Sestante Growth managed fund was $14541332 million.

What is the inception date of the Colonial FirstChoice - AZ Sestante Growth managed fund?

The Colonial FirstChoice - AZ Sestante Growth managed fund has an inception date of 5 Dec 2016.

What is the current entry price of the Colonial FirstChoice - AZ Sestante Growth managed fund?

The current entry price of the Colonial FirstChoice - AZ Sestante Growth managed fund is $1.0839 per unit and the current exit price is $1.0818 per unit (as at 28 Jan 2026).

What is the current exit price of the Colonial FirstChoice - AZ Sestante Growth managed fund?

The current exit price of the Colonial FirstChoice - AZ Sestante Growth managed fund is $1.0818 per unit and the current entry price is $1.0839 per unit (as at 28 Jan 2026).

What is the minimum investment amount for the Colonial FirstChoice - AZ Sestante Growth managed fund?

The minimum initial investment amount for the Colonial FirstChoice - AZ Sestante Growth managed fund is $20,000. Minimum additional investment is $0.

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.

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