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

Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities - Managed Fund

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 -1.93% 3.84% 10.51% 41.53% 17.32% 6.07% 6.58% 8.7%
Growth return -1.93% 3.84% 10.51% -% 17.32% 6.07% 6.58% 8.7%
Income return 0% 0% 0% -% 0% 0% 0% 0%
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 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities
Australian Equities
4.84%
Cash
0.61%
Property
94.55%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
0.51%
Cash
1.64%
Property
89.94%
International Equities
7.89%
Alternatives
0.02%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities
FSF0640AU
Equity Global Real Estate
starstarstarstar (as at 31 Oct 2024)
Superannuation Fund
12 Jul 2004
$96.28 million (as at 31 Oct 2024)
$2.8525 (as at 22 Nov 2024)
$2.8497 (as at 22 Nov 2024)
Open
Offer information
Type Description
MER 0.87% (as at 16 Nov 2024)
Indirect Cost Ratio (ICR) - Estimated 0.85% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2024)

Holding (as at 30 Jun 2024) Type % of Portfolio
Goodman Group Equity 32.14%
Login now to view the complete list of holdings.

FAQs about the Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities

The objective of the Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities managed fund is

The strategy of the Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities managed fund is

The APIR code of the Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities managed fund is FSF0640AU.

Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities’s total return last month was -1.93%. This was made up of a growth return of -1.93% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities’s total return for the last three months was 3.84%. This was made up of a growth return of 3.84% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities’s one-year total return is 41.53%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities’s one-year total return is 6.07%. This was made up of a growth return of 6.07% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

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

Australian Equities
4.84%
Cash
0.61%
Property
94.55%
International Equities
0%
Alternatives
0%

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

As at 31 Oct 2024, the size of the Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities managed fund was $96.28 million.

The Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities managed fund is $2.8525 per unit and the current exit price is $2.8497 per unit (as at 22 Nov 2024).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - Ironbark Property Securities managed fund is $2.8497 per unit and the current entry price is $2.8525 per unit (as at 22 Nov 2024).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - Ironbark 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.