Colonial FirstChoice Investments - Colonial Geared Growth Plus - Managed Fund

Fund Objective

To allocate 90% of investments to a diversified portfolio of shares, property and infrastructure securities. In order to provide further diversification, the portfolio is allocated across a number of leading investment managers. The portfolio will also allocate 10% to investments designed to generate additional income and to further diversify returns. Income from investments is used to pay the costs of gearing.

Fund Strategy

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.

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	2.41%	1.5%	9.24%	15.41%	23.07%	17.87%	13.37%	12.6%
Growth return	-2.91%	-2.47%	6.82%	11.47%	17.82%	14.82%	0.95%	-2.69%
Income return	5.32%	3.97%	2.42%	3.94%	5.25%	3.05%	12.42%	15.29%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return	0.45%	0.07%	5.13%	9.72%	13.75%	13.16%	10.52%	10.43%

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

Asset Allocation

Colonial FirstChoice Investments - Colonial Geared Growth Plus

Australian Equities: 178.50%

Cash: -102.88%

Property & Infrastructure: 11.98%

Alternatives: 12.41%

International Equities: 0%

Fixed Interest: 0%

Average Allocation of Peers

Australian Equities: 62.98%

Cash: 1.69%

Property & Infrastructure: 4.60%

Alternatives: 4.43%

International Equities: 21.12%

Fixed Interest: 5.18%

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice Investments - Colonial Geared Growth Plus
Responsible Entity	Colonial First State Investments Limited
APIR Code	FSF0924AU
Sector/Asset Class	Multisector Aggressive
Morningstar Rating	(as at 31 Dec 2025)
Legal Structure	Investment Fund
Fund Inception	19 May 2008
Fund Size	$2909960 million (as at 31 Dec 2025)
Entry Price	$0.4271 (as at 28 Jan 2026)
Exit Price	$0.4252 (as at 28 Jan 2026)
Fund Status	Open

Offer information

Type	Description
MER	2.26% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR)	2.21% (as at 30 Jun 2025)
Minimum initial investment	$20,000
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025)	Type	% of Portfolio
Loan	Bond - Bank Loans	110.57%
Login now to view the complete list of holdings.

Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One

Your managed fund switching checklist. Is fear of capital gains tax holding you back?

The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.

Guide to tidying up your Portfolio Manager holdings

FAQs about the Colonial FirstChoice Investments - Colonial Geared Growth Plus

What is the objective of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund?

The objective of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is To allocate 90% of investments to a diversified portfolio of shares, property and infrastructure securities. In order to provide further diversification, the portfolio is allocated across a number of leading investment managers. The portfolio will also allocate 10% to investments designed to generate additional income and to further diversify returns. Income from investments is used to pay the costs of gearing.

What is the strategy for the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund?

The strategy of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is To allocate 90% of investments to a diversified portfolio of shares, property and infrastructure securities. In order to provide further diversification, the portfolio is allocated across a number of leading investment managers. The portfolio will also allocate 10% to investments designed to generate additional income and to further diversify returns. Income from investments is used to pay the costs of gearing.

What is the APIR code of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund?

The APIR code of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is FSF0924AU.

What was Colonial FirstChoice Investments - Colonial Geared Growth Plus’s total return last month?

Colonial FirstChoice Investments - Colonial Geared Growth Plus’s total return last month was 2.41%. This was made up of a growth return of -2.91% and an income return of 5.32%. These returns were calculated as at 31 Jan 2026.

What was Colonial FirstChoice Investments - Colonial Geared Growth Plus’s total return for the last three months?

Colonial FirstChoice Investments - Colonial Geared Growth Plus’s total return for the last three months was 1.5%. This was made up of a growth return of -2.47% and an income return of 3.97%%. These returns were calculated as at 31 Jan 2026.

What is Colonial FirstChoice Investments - Colonial Geared Growth Plus’s one-year total return?

Colonial FirstChoice Investments - Colonial Geared Growth Plus’s one-year total return is 15.41%. This was made up of a growth return of 11.47% and an income return of 3.94%. These returns were calculated as at 31 Jan 2026.

What is Colonial FirstChoice Investments - Colonial Geared Growth Plus’s three-year total return?

Colonial FirstChoice Investments - Colonial Geared Growth Plus’s one-year total return is 17.87%. This was made up of a growth return of 14.82% and an income return of 3.05%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund?

The asset allocation of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is :

Australian Equities: 178.50%

Cash: -102.88%

Property & Infrastructure: 11.98%

Alternatives: 12.41%

International Equities: 0%

Fixed Interest: 0%

Who is the responsible Entity of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund?

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

What sector/asset class does the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund belong to?

The Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund belongs to the Multisector Aggressive sector/asset class.

What is the size of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund?

As at 31 Dec 2025, the size of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund was $2909960 million.

What is the inception date of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund?

The Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund has an inception date of 19 May 2008.

What is the current entry price of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund?

The current entry price of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is $0.4271 per unit and the current exit price is $0.4252 per unit (as at 28 Jan 2026).

What is the current exit price of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund?

The current exit price of the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is $0.4252 per unit and the current entry price is $0.4271 per unit (as at 28 Jan 2026).

What is the minimum investment amount for the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund?

The minimum initial investment amount for the Colonial FirstChoice Investments - Colonial Geared Growth Plus managed fund is $20,000.

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