Colonial FirstChoice - Intermede Global Equities - Managed Fund

The objective of the Colonial FirstChoice - Intermede Global Equities managed fund is Intermede looks for companies that it believes meets all of the following criteria; a sustainable competitive advantage, eg a dominant position in its industry, a superior business model, eg its costs grow more slowly than revenue, excellent management team eg proven track record and clear strategy for growth, and which has a share price lower than Intermede's valuation for the company.

The strategy of the Colonial FirstChoice - Intermede Global Equities managed fund is Intermede looks for companies that it believes meets all of the following criteria; a sustainable competitive advantage, eg a dominant position in its industry, a superior business model, eg its costs grow more slowly than revenue, excellent management team eg proven track record and clear strategy for growth, and which has a share price lower than Intermede's valuation for the company.

The APIR code of the Colonial FirstChoice - Intermede Global Equities managed fund is FSF6270AU.

Colonial FirstChoice - Intermede Global Equities’s total return last month was -2.88%. This was made up of a growth return of -2.88% and an income return of 0%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice - Intermede Global Equities’s total return for the last three months was -2.94%. This was made up of a growth return of -2.94% and an income return of 0%%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice - Intermede Global Equities’s one-year total return is -3.99%. This was made up of a growth return of -8.59% and an income return of 4.6%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice - Intermede Global Equities’s one-year total return is 10.44%. This was made up of a growth return of 5.51% and an income return of 4.93%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Colonial FirstChoice - Intermede Global Equities managed fund is :

The Responsible Entity for the Colonial FirstChoice - Intermede Global Equities managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice - Intermede Global Equities managed fund belongs to the Equity World Large Growth sector/asset class.

As at 30 Nov 2025, the size of the Colonial FirstChoice - Intermede Global Equities managed fund was $76148 million.

The Colonial FirstChoice - Intermede Global Equities managed fund has an inception date of 21 Nov 2022.

The current entry price of the Colonial FirstChoice - Intermede Global Equities managed fund is $1.1849 per unit and the current exit price is $1.1826 per unit (as at 28 Jan 2026).

The current exit price of the Colonial FirstChoice - Intermede Global Equities managed fund is $1.1826 per unit and the current entry price is $1.1849 per unit (as at 28 Jan 2026).

The minimum initial investment amount for the Colonial FirstChoice - Intermede Global Equities managed fund is $5,000. Minimum additional investment is $0.