InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Colonial FirstChoice Personal Super - FirstChoice Defensive - Managed fund profile

Colonial FirstChoice Personal Super - FirstChoice Defensive - Managed Fund (Closed)

Fund Objective
To provide relatively stable returns with low potential for capital loss. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.
Fund Strategy
To allocate 90% of the investments to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns. 10% of the portfolio is allocated to growth assets; such as shares and property securities; to improve diversification and performance. In order to provide additional diversification; the portfolio is allocated across a number of leading investment managers.

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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% 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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.07% -2.56% -3.03% -2.84% 0.19% 0.43% 1.18% 2.41%
Growth return -1.07% -2.56% -3.03% -2.84% 0.19% 0.43% 1.18% 2.41%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Con Tgt Alloc NR AUD)
Total return 0.59% 1.62% 3.29% 5.18% 5.58% 4.64% 1.76% 2.85%
As at 30 Apr 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Personal Super - FirstChoice Defensive
Australian Equities
3.36%
International Equities
6.16%
Cash
8.38%
Fixed Interest
82.10%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
10.46%
International Equities
4.32%
Cash
26.92%
Fixed Interest
55.54%
Property & Infrastructure
1.02%
Alternatives
1.74%

General Information

Fund Details
Type Description
Colonial FirstChoice Personal Super - FirstChoice Defensive
Closed
Colonial First State Investments Limited
FSF0274AU
Multisector Conservative
starstarstar (as at 30 Apr 2022)
Superannuation Fund
13 May 2002
$49.05 million (as at 30 Apr 2022)
$1.9223 (as at 20 May 2022)
$1.9165 (as at 20 May 2022)
Finalised
Offer information
Type Description
MER 0.92% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 0.92% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Jan 2025)

Holding (as at 31 Jan 2025) Type % of Portfolio
Australia (Commonwealth of) Bond - Gov't/Treasury 1.64%
Login now to view the complete list of holdings.

FAQs about the Colonial FirstChoice Personal Super - FirstChoice Defensive

The objective of the Colonial FirstChoice Personal Super - FirstChoice Defensive managed fund is To provide relatively stable returns with low potential for capital loss. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Personal Super - FirstChoice Defensive managed fund is To allocate 90% of the investments to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns. 10% of the portfolio is allocated to growth assets; such as shares and property securities; to improve diversification and performance. In order to provide additional diversification; the portfolio is allocated across a number of leading investment managers.

The APIR code of the Colonial FirstChoice Personal Super - FirstChoice Defensive managed fund is FSF0274AU.

Colonial FirstChoice Personal Super - FirstChoice Defensive’s total return last month was -1.07%. This was made up of a growth return of -1.07% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - FirstChoice Defensive’s total return for the last three months was -2.56%. This was made up of a growth return of -2.56% and an income return of 0%%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - FirstChoice Defensive’s one-year total return is -2.84%. This was made up of a growth return of -2.84% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

Colonial FirstChoice Personal Super - FirstChoice Defensive’s one-year total return is 0.43%. This was made up of a growth return of 0.43% and an income return of 0%. These returns were calculated as at 30 Apr 2022.

The asset allocation of the Colonial FirstChoice Personal Super - FirstChoice Defensive managed fund is :

Australian Equities
3.36%
International Equities
6.16%
Cash
8.38%
Fixed Interest
82.10%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Personal Super - FirstChoice Defensive managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Personal Super - FirstChoice Defensive managed fund belongs to the Multisector Conservative sector/asset class.

As at 30 Apr 2022, the size of the Colonial FirstChoice Personal Super - FirstChoice Defensive managed fund was $49.05 million.

The Colonial FirstChoice Personal Super - FirstChoice Defensive managed fund has an inception date of 13 May 2002.

The current entry price of the Colonial FirstChoice Personal Super - FirstChoice Defensive managed fund is $1.9223 per unit and the current exit price is $1.9165 per unit (as at 20 May 2022).

The current exit price of the Colonial FirstChoice Personal Super - FirstChoice Defensive managed fund is $1.9165 per unit and the current entry price is $1.9223 per unit (as at 20 May 2022).

The minimum initial investment amount for the Colonial FirstChoice Personal Super - FirstChoice Defensive managed fund is $0. 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.