Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities - Managed Fund

The objective of the Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities managed fund is The Fidelity Australian Equities option provides investors with the potential for long-term capital growth and some income by investing in a diversified portfolio of listed Australian shares. Fidelity believes that markets are semi-efficient and share prices don't always reflect inherent value. Through in-house, bottom-up company research, Fidelity aims to uncover the opportunities that it believes offer the greatest scope for outperformance.

The strategy of the Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities managed fund is The Fidelity Australian Equities option provides investors with the potential for long-term capital growth and some income by investing in a diversified portfolio of listed Australian shares. Fidelity believes that markets are semi-efficient and share prices don't always reflect inherent value. Through in-house, bottom-up company research, Fidelity aims to uncover the opportunities that it believes offer the greatest scope for outperformance.

The APIR code of the Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities managed fund is FSF0827AU.

Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities’s total return last month was 0.98%. This was made up of a growth return of 0.2% and an income return of 0.78%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities’s total return for the last three months was 0.06%. This was made up of a growth return of 3.45% and an income return of -3.39%%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities’s one-year total return is 6.54%. This was made up of a growth return of 10.21% and an income return of -3.67%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities’s one-year total return is 7.47%. This was made up of a growth return of 8.81% and an income return of -1.34%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities managed fund is :

The Responsible Entity for the Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Jan 2026, the size of the Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities managed fund was $487712495 million.

The Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities managed fund has an inception date of 3 Mar 2006.

The current entry price of the Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities managed fund is $3.6846 per unit and the current exit price is $3.6772 per unit (as at 11 Feb 2026).

The current exit price of the Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities managed fund is $3.6772 per unit and the current entry price is $3.6846 per unit (as at 11 Feb 2026).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Fidelity Australian Equities managed fund is $20,000. Minimum additional investment is $0.