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Overview

Colonial First State’s Multi-Manager Multi-Sector 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. Find out more about Multi-Manager Multi-Sector

 

About Colonial First State investments

8 portfolios that are diversified across multiple investment managers and sectors

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

This is an overall rating awarded by Chant West, and different ratings may have been awarded to individual products

Fund facts

  • Asset mix Profile & Commentary Benchmark
    90% defensive, 10% growth FirstChoice Wholesale Defensive

    40.0% Bloomberg AusBond Bank Bill Index,
    20.0% Bloomberg AusBond Composite 0+Yr Index
    20.0% FTSE World Broad Investment Grade Index (AUD hedged)

    10.0% RBA cash rate

    5.0% S&P/ASX 300 Accumulation Index

    4.0% MSCI All Country World Index
    1.0% MSCI All Country World (AUD hedged) Index

    70% defensive, 30% growth FirstChoice Wholesale Conservative

    33.0% Bloomberg AusBond Bank Bill Index

    15.0% FTSE World Broad Investment Grade Index (AUD hedged)

    15.0% Bloomberg AusBond Composite 0+Yr Index

    11.0% RBA cash rate

    9.5% S&P/ASX 300 Accumulation Index

    6.0% MSCI All Country World Index
    3.5% MSCI All Country World Index (AUD hedged)
    2.5% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    2.5% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    1.0% MSCI Emerging Markets Index
    1.0% MSCI World Small Cap Index

    50% defensive, 50% growth FirstChoice Wholesale Diversified 20.0% Bloomberg AusBond Bank Bill Index
    16.0% S&P/ASX 300 Accumulation Index
    12.5% FTSE World Broad Investment Grade Index (AUD hedged)
    12.5% Bloomberg AusBond Composite 0+Yr Index
    11.0% RBA cash rate
    10.5% MSCI All Country World Index
    5.5% MSCI All Country World Index (AUD hedged)
    4.0% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    4.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    2.0% MSCI Emerging Markets Index
    2.0% MSCI World Small Cap Index
    60% growth, 40% defensive FirstChoice Wholesale Moderate

    20.0% S&P/ASX 300 Accumulation Index
    12.5% FTSE World Broad Investment Grade Index (AUD hedged)
    12.5% Bloomberg AusBond Composite 0+Yr Index
    12.5% MSCI All Country World Index

    12.0% Bloomberg AusBond Bank Bill Index

    9.0% RBA cash rate
    7.5% MSCI All Country World Index (AUD hedged)
    4.5% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    4.5% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    2.5% MSCI Emerging Markets Index
    2.5% MSCI World Small Cap Index

    70% growth, 30% defensive FirstChoice Wholesale Balanced 22.0% S&P/ASX 300 Accumulation Index
    14.0% MSCI All Country World Index
    11.0% FTSE World Broad Investment Grade Index (AUD hedged)
    11.0% Bloomberg AusBond Composite 0+Yr Index
    9.0% MSCI All Country World Index (AUD hedged)
    8.0% Bloomberg AusBond Bank Bill Index
    7.0% RBA cash rate
    5.5% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    5.5% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    3.0% MSCI Emerging Markets Index
    3.0% MSCI World Small Cap Index
    1.0% S&P/ASX Small Ordinaries Accumulation Index
    80% growth, 20% defensive FirstChoice Wholesale Growth 25.5% S&P/ASX 300 Accumulation Index
    16.5% MSCI All Country World Index
    10.5% MSCI All Country World Index (AUD hedged)
    8.5% FTSE World Broad Investment Grade Index (AUD hedged)
    8.5% Bloomberg AusBond Composite 0+Yr Index
    7.5% RBA cash rate
    6.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    5.5% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    3.5% MSCI Emerging Markets Index
    3.5% MSCI World Small Cap Index
    3.0% Bloomberg AusBond Bank Bill Index
    1.5% S&P/ASX Small Ordinaries Index
    100% growth FirstChoice Wholesale High Growth 30.0% S&P/ASX 300 Accumulation Index
    15.0% MSCI All Country World Index
    15.0% MSCI All Country World Index (AUD hedged)
    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% MSCI World Small Cap Index
    4.0% S&P/ASX Small Ordinaries Index
    100% growth FirstChoice Wholesale Geared Growth Plus 30.0% S&P/ASX 300 Accumulation Index
    10.0% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    10.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    10.0% MSCI All Country World Index
    10.0% MSCI All Country World Index (AUD hedged)
    10.0% MSCI Emerging Markets Index
    10.0% RBA Cash Rate
    6.0% MSCI World Small Cap Index
    4.0% S&P/ASX Small Ordinaries Index
  • Asset mix Profile & Commentary Benchmark
    90% defensive, 10% growth FirstChoice Defensive

    40.0% Bloomberg AusBond Bank Bill Index,
    20.0% Bloomberg AusBond Composite 0+Yr Index
    20.0% FTSE World Broad Investment Grade Index (AUD hedged)

    10.0% RBA cash rate

    5.0% S&P/ASX 300 Accumulation Index

    4.0% MSCI All Country World Index
    1.0% MSCI All Country World (AUD hedged) Index

    70% defensive, 30% growth FirstChoice Conservative

    33.0% Bloomberg AusBond Bank Bill Index

    15.0% FTSE World Broad Investment Grade Index (AUD hedged)

    15.0% Bloomberg AusBond Composite 0+Yr Index

    11.0% RBA cash rate

    9.5% S&P/ASX 300 Accumulation Index

    6.0% MSCI All Country World Index
    3.5% MSCI All Country World Index (AUD hedged)
    2.5% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    2.5% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    1.0% MSCI Emerging Markets Index
    1.0% MSCI World Small Cap Index

    50% defensive, 50% growth FirstChoice Diversified 20.0% Bloomberg AusBond Bank Bill Index
    16.0% S&P/ASX 300 Accumulation Index
    12.5% FTSE World Broad Investment Grade Index (AUD hedged)
    12.5% Bloomberg AusBond Composite 0+Yr Index
    11.0% RBA cash rate
    10.5% MSCI All Country World Index
    5.5% MSCI All Country World Index (AUD hedged)
    4.0% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    4.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    2.0% MSCI Emerging Markets Index
    2.0% MSCI World Small Cap Index
    60% growth, 40% defensive FirstChoice Moderate

    20.0% S&P/ASX 300 Accumulation Index
    12.5% FTSE World Broad Investment Grade Index (AUD hedged)
    12.5% Bloomberg AusBond Composite 0+Yr Index
    12.5% MSCI All Country World Index

    12.0% Bloomberg AusBond Bank Bill Index

    9.0% RBA cash rate
    7.5% MSCI All Country World Index (AUD hedged)
    4.5% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    4.5% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    2.5% MSCI Emerging Markets Index
    2.5% MSCI World Small Cap Index

    70% growth, 30% defensive FirstChoice Balanced 22.0% S&P/ASX 300 Accumulation Index
    14.0% MSCI All Country World Index
    11.0% FTSE World Broad Investment Grade Index (AUD hedged)
    11.0% Bloomberg AusBond Composite 0+Yr Index
    9.0% MSCI All Country World Index (AUD hedged)
    8.0% Bloomberg AusBond Bank Bill Index
    7.0% RBA cash rate
    5.5% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    5.5% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    3.0% MSCI Emerging Markets Index
    3.0% MSCI World Small Cap Index
    1.0% S&P/ASX Small Ordinaries Accumulation Index
    80% growth, 20% defensive FirstChoice Growth 25.5% S&P/ASX 300 Accumulation Index
    16.5% MSCI All Country World Index
    10.5% MSCI All Country World Index (AUD hedged)
    8.5% FTSE World Broad Investment Grade Index (AUD hedged)
    8.5% Bloomberg AusBond Composite 0+Yr Index
    7.5% RBA cash rate
    6.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    5.5% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    3.5% MSCI Emerging Markets Index
    3.5% MSCI World Small Cap Index
    3.0% Bloomberg AusBond Bank Bill Index
    1.5% S&P/ASX Small Ordinaries Index
    100% growth FirstChoice High Growth 30.0% S&P/ASX 300 Accumulation Index
    15.0% MSCI All Country World Index
    15.0% MSCI All Country World Index (AUD hedged)
    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% MSCI World Small Cap Index
    4.0% S&P/ASX Small Ordinaries Index
    100% growth FirstChoice Geared Growth Plus 30.0% S&P/ASX 300 Accumulation Index
    10.0% FTSE EPRA/NAREIT Developed Rental Index (AUD hedged)
    10.0% FTSE Developed Core Infrastructure 50/50 Index (AUD hedged)
    10.0% MSCI All Country World Index
    10.0% MSCI All Country World Index (AUD hedged)
    10.0% MSCI Emerging Markets Index
    10.0% RBA Cash Rate
    6.0% MSCI World Small Cap Index
    4.0% S&P/ASX Small Ordinaries 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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