Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | 2.78% | -1.29% | 1.64% | 6.58% | 11.87% | 11.04% | 12.26% | 12.11% |
| Growth return | -0.64% | 4.4% | -4.07% | 16.1% | 11.22% | 11.68% | 12.37% | 12.75% |
| Income return | 3.42% | -5.69% | 5.71% | -9.52% | 0.65% | -0.64% | -0.11% | -0.64% |
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Market index (S&P/ASX 200 TR AUD)
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| Total return | 1.78% | 0.36% | 3.06% | 7.37% | 11.2% | 9.81% | 10.21% | 10.12% |
| Type | Description |
| Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities | |
| Colonial First State Investments Limited | |
| FSF0650AU | |
| Equity Australia Large Geared | |
| Superannuation Fund | |
| 12 Jul 2004 | |
| $100642431 million (as at 31 Jan 2026) | |
| $6.252 (as at 11 Feb 2026) | |
| $6.2381 (as at 11 Feb 2026) | |
| Open |
| Type | Description |
| MER | 2.14% (as at 22 Nov 2025) |
| Indirect Cost Ratio (ICR) | 2.17% (as at 30 Jun 2025) |
| Minimum initial investment | $20,000 |
| Minimum redemption amount |
| Holding (as at 31 Jan 2026) | Type | % of Portfolio |
| Loan | 123.96% | |
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The objective of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund is The option uses gearing with the aim of magnifying returns from the core Australian equity strategy. The strategy is based on the belief that markets are inefficient, creating price anomalies that can be exploited. The approach employs structured stock and peer group valuation models designed to capture a range of relevant characteristics such as quality, value, earnings growth and price-related factors. This aims to systematically unearth securities with unrecognised value, as well as improving earnings prospects, to help unlock that value.
The strategy of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund is The option uses gearing with the aim of magnifying returns from the core Australian equity strategy. The strategy is based on the belief that markets are inefficient, creating price anomalies that can be exploited. The approach employs structured stock and peer group valuation models designed to capture a range of relevant characteristics such as quality, value, earnings growth and price-related factors. This aims to systematically unearth securities with unrecognised value, as well as improving earnings prospects, to help unlock that value.
The APIR code of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund is FSF0650AU.
Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities’s total return last month was 2.78%. This was made up of a growth return of -0.64% and an income return of 3.42%. These returns were calculated as at 31 Jan 2026.
Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities’s total return for the last three months was -1.29%. This was made up of a growth return of 4.4% and an income return of -5.69%%. These returns were calculated as at 31 Jan 2026.
Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities’s one-year total return is 6.58%. This was made up of a growth return of 16.1% and an income return of -9.52%. These returns were calculated as at 31 Jan 2026.
Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities’s one-year total return is 11.04%. This was made up of a growth return of 11.68% and an income return of -0.64%. These returns were calculated as at 31 Jan 2026.
The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund is :
The Responsible Entity for the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund is Colonial First State Investments Limited.
The Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund belongs to the Equity Australia Large Geared sector/asset class.
As at 31 Jan 2026, the size of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund was $100642431 million.
The Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund has an inception date of 12 Jul 2004.
The current entry price of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund is $6.252 per unit and the current exit price is $6.2381 per unit (as at 11 Feb 2026).
The current exit price of the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities managed fund is $6.2381 per unit and the current entry price is $6.252 per unit (as at 11 Feb 2026).
The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Acadian Geared Core Australian Equities 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.