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 | 1.2% | -2.08% | -2.26% | -1.11% | 6.26% | -% | -% | -% |
| Growth return | -1.64% | -2.19% | -5.87% | 0.49% | 4.59% | -% | -% | -% |
| Income return | 2.84% | 0.11% | 3.61% | -1.6% | 1.67% | -% | -% | -% |
|
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 - Yarra Ex20 Australian Equities | |
| Colonial First State Investments Limited | |
| AIL3797AU | |
| Equity Australia Large Blend | |
| Not Rated | |
| Superannuation Fund | |
| 20 Nov 2023 | |
| $4548604 million (as at 31 Jan 2026) | |
| $1.1183 (as at 11 Feb 2026) | |
| $1.1149 (as at 11 Feb 2026) | |
| Open |
| Type | Description |
| MER | 1.10% (as at 22 Nov 2025) |
| Indirect Cost Ratio (ICR) | 1.10% (as at 30 Jun 2025) |
| Savings plan comments | |
| Redemption comments |
| Holding (as at 31 Jan 2026) | Type | % of Portfolio |
| Northern Star Resources Ltd | 7.04% | |
| Login now to view the complete list of holdings. | ||
The objective of the Colonial FirstChoice Wholesale Personal Super - Yarra Ex20 Australian Equities managed fund is The option is an actively managed, concentrated portfolio of equities outside the ASX20 that Antares identifies as having the potential to offer significant long-term capital growth. Antares take meaningfully active positions in companies where we have insights that are different to consensus. The portfolio is style agnostic and constructed with the stocks in which we have the greatest conviction, rather than being limited by those that fit a particular investment style. This increases the opportunity set.
The strategy of the Colonial FirstChoice Wholesale Personal Super - Yarra Ex20 Australian Equities managed fund is The option is an actively managed, concentrated portfolio of equities outside the ASX20 that Antares identifies as having the potential to offer significant long-term capital growth. Antares take meaningfully active positions in companies where we have insights that are different to consensus. The portfolio is style agnostic and constructed with the stocks in which we have the greatest conviction, rather than being limited by those that fit a particular investment style. This increases the opportunity set.
The APIR code of the Colonial FirstChoice Wholesale Personal Super - Yarra Ex20 Australian Equities managed fund is AIL3797AU.
Colonial FirstChoice Wholesale Personal Super - Yarra Ex20 Australian Equities’s total return last month was 1.2%. This was made up of a growth return of -1.64% and an income return of 2.84%. These returns were calculated as at 31 Jan 2026.
Colonial FirstChoice Wholesale Personal Super - Yarra Ex20 Australian Equities’s total return for the last three months was -2.08%. This was made up of a growth return of -2.19% and an income return of 0.11%%. These returns were calculated as at 31 Jan 2026.
Colonial FirstChoice Wholesale Personal Super - Yarra Ex20 Australian Equities’s one-year total return is -1.11%. This was made up of a growth return of 0.49% and an income return of -1.6%. These returns were calculated as at 31 Jan 2026.
Colonial FirstChoice Wholesale Personal Super - Yarra Ex20 Australian Equities’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.
The asset allocation of the Colonial FirstChoice Wholesale Personal Super - Yarra Ex20 Australian Equities managed fund is :
The Responsible Entity for the Colonial FirstChoice Wholesale Personal Super - Yarra Ex20 Australian Equities managed fund is Colonial First State Investments Limited.
The Colonial FirstChoice Wholesale Personal Super - Yarra Ex20 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 Personal Super - Yarra Ex20 Australian Equities managed fund was $4548604 million.
The Colonial FirstChoice Wholesale Personal Super - Yarra Ex20 Australian Equities managed fund has an inception date of 20 Nov 2023.
The current entry price of the Colonial FirstChoice Wholesale Personal Super - Yarra Ex20 Australian Equities managed fund is $1.1183 per unit and the current exit price is $1.1149 per unit (as at 11 Feb 2026).
The current exit price of the Colonial FirstChoice Wholesale Personal Super - Yarra Ex20 Australian Equities managed fund is $1.1149 per unit and the current entry price is $1.1183 per unit (as at 11 Feb 2026).
The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Yarra Ex20 Australian Equities managed fund is $.
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.