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Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities - Managed Fund

Fund Objective
To identify undervalued global real estate securities with minimal downside risk, sustainable earnings growth and good qualitative attributes. To provide exposure to a broad selection of property-related investment opportunities. The option aims to hedge currency exposure.
Fund Strategy
To identify undervalued global real estate securities with minimal downside risk, sustainable earnings growth and good qualitative attributes. To provide exposure to a broad selection of property-related investment opportunities. The option aims to hedge currency exposure.

Fund Performance Comparison

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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.04% 3.2% 6.94% 7.46% 5.77% 2.64% 2.59% 3.74%
Growth return 4.34% 4.75% 8.15% 10.7% 8.49% 5.26% 2.79% 4.38%
Income return -2.3% -1.55% -1.21% -3.24% -2.72% -2.62% -0.2% -0.64%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities
International Equities
16.27%
Cash
2.05%
Property & Infrastructure
81.68%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
14.07%
Cash
2.34%
Property & Infrastructure
80.97%
Australian Equities
1.74%
Fixed Interest
0.05%
Alternatives
0.83%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities
Colonial First State Investments Limited
FSF0688AU
Equity Global Real Estate
starstarstarstar (as at 31 Jan 2026)
Superannuation Fund
7 Sep 2004
$91189130 million (as at 31 Jan 2026)
$3.2469 (as at 11 Feb 2026)
$3.2372 (as at 11 Feb 2026)
Open
Offer information
Type Description
MER 1.05% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR) 1.28% (as at 30 Jun 2025)
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 31 Jan 2026)

Holding (as at 31 Jan 2026) Type % of Portfolio
Equinix Inc 8.72%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities

The objective of the Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities managed fund is To identify undervalued global real estate securities with minimal downside risk, sustainable earnings growth and good qualitative attributes. To provide exposure to a broad selection of property-related investment opportunities. The option aims to hedge currency exposure.

The strategy of the Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities managed fund is To identify undervalued global real estate securities with minimal downside risk, sustainable earnings growth and good qualitative attributes. To provide exposure to a broad selection of property-related investment opportunities. The option aims to hedge currency exposure.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities managed fund is FSF0688AU.

Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities’s total return last month was 2.04%. This was made up of a growth return of 4.34% and an income return of -2.3%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities’s total return for the last three months was 3.2%. This was made up of a growth return of 4.75% and an income return of -1.55%%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities’s one-year total return is 7.46%. This was made up of a growth return of 10.7% and an income return of -3.24%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities’s one-year total return is 2.64%. This was made up of a growth return of 5.26% and an income return of -2.62%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities managed fund is :

International Equities
16.27%
Cash
2.05%
Property & Infrastructure
81.68%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities managed fund belongs to the Equity Global Real Estate sector/asset class.

As at 31 Jan 2026, the size of the Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities managed fund was $91189130 million.

The Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities managed fund has an inception date of 7 Sep 2004.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities managed fund is $3.2469 per unit and the current exit price is $3.2372 per unit (as at 11 Feb 2026).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities managed fund is $3.2372 per unit and the current entry price is $3.2469 per unit (as at 11 Feb 2026).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - FSI Global Property Securities 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.