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Overview

Colonial First State’s Multi-Index portfolios cover a range of risk profiles to meet individual investment requirements. Each portfolio has a benchmark determined by its strategic asset allocation. The investment objective is to outperform the benchmark before fees and taxes by using fundamental and market-weighted index methodologies.

 

About Colonial First State investments

6 portfolios that are diversified across 8 asset classes

Various combinations of defensive and growth assets to cater for different investment needs

Combination of fundamental and market-weighted index methodologies provide broad market exposure

Fund facts

  • Asset mix Profile & Commentary Benchmark
    70% defensive, 30% growth
    FirstChoice Wholesale Multi-Index Conservative
    40.0% Bloomberg AusBond Bank Bill Index
    17.0% Bloomberg AusBond Composite 0+Yr Index
    10.0% S&P/ASX 200 Accumulation Index
    9.0% FTSE World Broad Investments Grade Corporate Index
    6.0% MSCI All Country World Net Index AUD Hedged
    5.0% MSCI All Country World (ex Australia) Index
    4.0% FTSE World Government Bond Index (ex Australia) (AUD hedged)
    3.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    3.0% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    2.0% S&P/ASX Small Ordinaries Accumulation Index
    1.0% MSCI Emerging Markets Index
    50% defensive, 50% growth FirstChoice Wholesale Multi-Index Diversified

    20.0% Bloomberg AusBond Bank Bill Index
    17.0% S&P/ASX 200 Accumulation Index
    16.0% Bloomberg AusBond Composite 0+Yr Index
    10.0% MSCI All Country World Net Index AUD Hedged
    9.0% MSCI All Country World (ex Australia) Index
    8.0% FTSE World Broad Investments Grade Corporate Index
    6.0% FTSE World Government Bond Index (ex Australia) (AUD hedged)
    4.5% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    4.5% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    3.5% S&P/ASX Small Ordinaries Accumulation Index
    1.5% MSCI Emerging Markets Index

    60% growth, 40% defensive
    FirstChoice Wholesale Multi-Index Moderate
    21.0% S&P/ASX 200 Accumulation Index
    14.0% Bloomberg AusBond Composite 0+Yr Index
    13.0% Bloomberg AusBond Bank Bill Index
    12.0% MSCI All Country World Net Index AUD Hedged
    11.0% MSCI All Country World (ex Australia) Index
    7.0% FTSE World Government Bond Index (ex Australia) (AUD hedged)
    6.0% FTSE World Broad Investments Grade Corporate Index
    5.0% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    5.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    4.0% S&P/ASX Small Ordinaries Accumulation Index
    2.0% MSCI Emerging Markets Index
    70% growth, 30% defensive
    FirstChoice Wholesale Multi-Index Balanced
    24.0% S&P/ASX 200 Accumulation Index
    14.0% MSCI All Country World Net Index AUD Hedged
    13.0% Bloomberg AusBond Composite 0+Yr Index
    13.0% MSCI All Country World (ex Australia) Index
    7.0% FTSE World Government Bond Index (ex Australia) (AUD hedged)
    6.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    6.0% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    5.0% S&P/ASX Small Ordinaries Accumulation Index
    5.0% Bloomberg AusBond Bank Bill Index
    5.0% FTSE World Broad Investments Grade Corporate Index
    2.0% MSCI Emerging Markets Index
    80% growth, 20% defensive FirstChoice Wholesale Multi-Index Growth
    27.0% S&P/ASX 200 Accumulation Index
    15.0% MSCI All Country World Net Index AUD Hedged
    15.0% MSCI All Country World (ex Australia) Index
    9.0% Bloomberg AusBond Composite 0+Yr Index
    7.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    7.0% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    6.0% S&P/ASX Small Ordinaries Accumulation Index
    5.0% FTSE World Government Bond Index (ex Australia) (AUD hedged)
    3.0% Bloomberg AusBond Bank Bill Index
    3.0% MSCI Emerging Markets Index
    3.0% FTSE World Broad Investments Grade Corporate Index
    100% growth FirstChoice Wholesale Multi-Index High Growth 34.0% S&P/ASX 200 Accumulation Index
    15.0% MSCI All Country World Net Index AUD Hedged
    15.0% MSCI All Country World (ex Australia) Index
    10.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    10.0% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    10.0% MSCI Emerging Markets Index
    6.0% S&P/ASX Small Ordinaries Accumulation Index
  • Asset mix Profile & Commentary Benchmark
    70% defensive, 30% growth
    FirstChoice Multi-Index Conservative
    40.0% Bloomberg AusBond Bank Bill Index
    17.0% Bloomberg AusBond Composite 0+Yr Index
    10.0% S&P/ASX 200 Accumulation Index
    9.0% FTSE World Broad Investments Grade Corporate Index
    6.0% MSCI All Country World Net Index AUD Hedged
    5.0% MSCI All Country World (ex Australia) Index
    4.0% FTSE World Government Bond Index (ex Australia) (AUD hedged)
    3.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    3.0% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    2.0% S&P/ASX Small Ordinaries Accumulation Index
    1.0% MSCI Emerging Markets Index
    50% defensive, 50% growth FirstChoice Multi-Index Diversified

    20.0% Bloomberg AusBond Bank Bill Index
    17.0% S&P/ASX 200 Accumulation Index
    16.0% Bloomberg AusBond Composite 0+Yr Index
    10.0% MSCI All Country World Net Index AUD Hedged
    9.0% MSCI All Country World (ex Australia) Index
    8.0% FTSE World Broad Investments Grade Corporate Index
    6.0% FTSE World Government Bond Index (ex Australia) (AUD hedged)
    4.5% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    4.5% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    3.5% S&P/ASX Small Ordinaries Accumulation Index
    1.5% MSCI Emerging Markets Index

    60% growth, 40% defensive
    FirstChoice Multi-Index Moderate
    21.0% S&P/ASX 200 Accumulation Index
    14.0% Bloomberg AusBond Composite 0+Yr Index
    13.0% Bloomberg AusBond Bank Bill Index
    12.0% MSCI All Country World Net Index AUD Hedged
    11.0% MSCI All Country World (ex Australia) Index
    7.0% FTSE World Government Bond Index (ex Australia) (AUD hedged)
    6.0% FTSE World Broad Investments Grade Corporate Index
    5.0% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    5.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    4.0% S&P/ASX Small Ordinaries Accumulation Index
    2.0% MSCI Emerging Markets Index
    70% growth, 30% defensive
    FirstChoice Multi-Index Balanced
    24.0% S&P/ASX 200 Accumulation Index
    14.0% MSCI All Country World Net Index AUD Hedged
    13.0% Bloomberg AusBond Composite 0+Yr Index
    13.0% MSCI All Country World (ex Australia) Index
    7.0% FTSE World Government Bond Index (ex Australia) (AUD hedged)
    6.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    6.0% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    5.0% S&P/ASX Small Ordinaries Accumulation Index
    5.0% Bloomberg AusBond Bank Bill Index
    5.0% FTSE World Broad Investments Grade Corporate Index
    2.0% MSCI Emerging Markets Index
    80% growth, 20% defensive FirstChoice Multi-Index Growth
    27.0% S&P/ASX 200 Accumulation Index
    15.0% MSCI All Country World Net Index AUD Hedged
    15.0% MSCI All Country World (ex Australia) Index
    9.0% Bloomberg AusBond Composite 0+Yr Index
    7.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    7.0% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    6.0% S&P/ASX Small Ordinaries Accumulation Index
    5.0% FTSE World Government Bond Index (ex Australia) (AUD hedged)
    3.0% Bloomberg AusBond Bank Bill Index
    3.0% MSCI Emerging Markets Index
    3.0% FTSE World Broad Investments Grade Corporate Index
    100% growth FirstChoice Multi-Index High Growth 34.0% S&P/ASX 200 Accumulation Index
    15.0% MSCI All Country World Net Index AUD Hedged
    15.0% MSCI All Country World (ex Australia) Index
    10.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    10.0% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    10.0% MSCI Emerging Markets Index
    6.0% S&P/ASX Small Ordinaries Accumulation Index

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (Colonial First State) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.


From time to time, Colonial First State enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for Colonial First State to provide third party distribution services within the Australian Financial Services intermediary market.

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