Performance figures

as at October 2017

Search Criteria

  • Investment type: Investment products
  • Products: FirstChoice Wholesale Investments
 

Distribution Amounts

View our latest annual financial reports and the archived section.

Performance is calculated at the end of the month indicated above. Performance returns shown on this page indicate past performance only. Past performance is no indication of future performance.

 
FirstChoice Wholesale Investments
Minimum Investment $5,000 Colonial First State And Other Investment Managers
1 year % p.a. 2 year % p.a. 3 year % p.a. 5 year % p.a. 7 year % p.a. 10 year % p.a. Since inception Inception date History
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Aberdeen Wholesale Australian Fixed Income 1.22% 2.63% 3.64% 3.73% 5.15% 5.68% 5.44% 30 Apr 2007 History
Acadian Wholesale Australian Equity 15.31% 11.79% 8.29% 10.69% 8.02% 1.70% 5.65% 15 Nov 2005 History
Acadian Wholesale Australian Equity Long Short 15.49% 10.49% 7.81% 11.79% 8.84% 1.86% 5.82% 27 Feb 2006 History
Acadian Wholesale Australian Managed Volatility Equity - - - - - - - 22 May 2017 History
Acadian Wholesale Defensive Income 1.81% 1.49% 2.45% 2.68% 3.63% - 3.91% 06 May 2008 History
Acadian Wholesale Geared Global Equity 49.08% 18.96% 21.48% 34.11% 26.77% 4.08% 4.44% 16 Apr 2007 History
Acadian Wholesale Global Equity 21.52% 6.53% 11.48% 17.54% 13.84% 4.10% 5.90% 31 May 2005 History
Acadian Wholesale Global Equity Long Short 28.41% 11.25% 19.18% 23.38% 17.81% 5.98% 5.32% 04 May 2006 History
Acadian Wholesale Global Managed Volatility Equity 19.71% 9.07% 12.64% - - - 14.03% 11 Jun 2013 History
Altrinsic Wholesale Global Equity 14.97% 5.85% 12.17% - - - 12.93% 11 Jun 2013 History
AMP Capital Wholesale Global Property Securities 6.76% 1.48% 4.25% 8.93% - - 9.21% 08 Apr 2011 History
Antares Wholesale Elite Opportunities 17.93% 13.01% 8.67% - - - 10.65% 11 Jun 2013 History
APN Wholesale AREIT 7.32% - - - - - 1.04% 16 May 2016 History
Aspect Wholesale Diversified Futures 2.68% 0.12% 7.71% 6.84% 5.37% - 6.76% 22 Mar 2010 History
Ausbil Wholesale Australian Active Equity 17.54% 11.22% 6.98% 11.17% 8.16% 3.77% 8.28% 31 May 2005 History
Ausbil Wholesale Australian Emerging Leaders 20.57% 13.18% 10.85% 13.51% 9.10% 4.40% 4.94% 16 Apr 2007 History
AZ Sestante Wholesale Conservative - - - - - - - 05 Dec 2016 History
AZ Sestante Wholesale Diversified - - - - - - - 05 Dec 2016 History
AZ Sestante Wholesale Growth - - - - - - - 05 Dec 2016 History
Bennelong Kardinia Wholesale Absolute Return 5.63% - - - - - 3.39% 16 May 2016 History
Bennelong Wholesale Ex-20 Australian Equities 20.77% 17.97% - - - - 17.96% 18 May 2015 History
BlackRock Wholesale Scientific Australian Equity 16.51% 11.43% 7.29% 10.26% 7.47% 3.02% 7.70% 23 Apr 2002 History
BT Wholesale Active Balanced 13.91% 6.84% 8.00% 10.84% 8.95% 4.66% 6.27% 23 Apr 2002 History
BT Wholesale Core Australian Share 20.10% 10.67% 8.34% 11.78% 8.55% 3.64% 8.22% 23 Apr 2002 History
BT Wholesale Core Global Share 22.39% 6.55% 12.77% 18.31% 13.82% 6.47% 3.79% 23 Apr 2002 History
BT Wholesale Monthly Income Plus 5.40% - - - - - 4.28% 04 Oct 2016 History
BT Wholesale Property Investment 6.99% 6.28% 9.77% 11.41% 11.86% 0.76% 6.39% 23 Apr 2002 History
Celeste Wholesale Australian Small Companies 12.82% 14.18% 10.30% 6.40% 5.67% 3.01% 7.63% 10 May 2005 History
Colonial First State Wholesale Future Leaders 13.92% 8.12% 6.53% 8.53% 6.66% 3.40% 9.29% 13 Jul 2004 History
Colonial First State Wholesale Australian Bond 1.25% 2.20% 3.10% 3.48% 4.61% 5.50% 6.12% 31 Oct 1995 History
Colonial First State Wholesale Australian Share – Core 16.22% 9.76% 6.38% 9.78% 7.91% 4.03% 10.42% 30 Apr 1993 History
Colonial First State Wholesale Australian Small Companies 7.00% 10.88% 12.08% 13.04% 9.87% 4.52% 10.73% 31 Dec 1993 History
Colonial First State Wholesale Balanced 8.32% 5.57% 5.72% 7.44% 6.02% 3.77% 6.37% 19 Jun 1997 History
Colonial First State Wholesale Cash 2.02% 2.10% 2.20% 2.46% 3.11% 3.82% 4.45% 31 May 1998 History
Colonial First State Wholesale Concentrated Australian Share 10.65% 5.85% 5.62% 10.89% 6.76% 3.14% 11.71% 20 Dec 1994 History
Colonial First State Wholesale Conservative 5.40% 3.43% 4.23% 5.75% 5.27% 4.29% 6.45% 02 Jul 1996 History
Colonial First State Wholesale Developing Companies 2.05% 14.35% 15.70% 13.52% 12.57% 8.55% 12.66% 13 Jul 2004 History
Colonial First State Wholesale Diversified 11.44% 7.14% 7.18% 9.78% 8.07% 4.16% 7.60% 20 Jul 1995 History
Colonial First State Wholesale Diversified Fixed Interest 1.78% 2.08% 2.39% 3.06% 3.96% 4.84% 5.68% 22 May 1997 History
Colonial First State Wholesale Equity Income 15.43% 8.52% 4.88% 7.57% 6.66% - 6.33% 17 Mar 2008 History
Colonial First State Wholesale Geared Australian Share - Core 33.78% 16.47% 7.38% 14.83% 9.30% - 9.82% 02 Sep 2010 History
Colonial First State Wholesale Geared Global Property Securities 14.58% 1.32% 8.68% 15.03% 16.05% -4.06% -5.58% 16 Apr 2007 History
Colonial First State Wholesale Geared Share 33.26% 13.80% 10.94% 20.09% 10.85% 0.48% 14.05% 15 Aug 1997 History
Colonial First State Wholesale Global Credit Income 5.73% 5.47% 3.94% 4.86% 5.37% 5.05% 5.50% 15 Sep 2000 History
Colonial First State Wholesale Global Listed Infrastructure Securities 16.38% 13.51% 12.09% 15.32% 14.24% 8.89% 8.65% 01 Jun 2007 History
Colonial First State Wholesale Global Property Securities 7.32% 2.54% 6.25% 9.36% 10.35% 3.10% 9.68% 11 May 2004 History
Colonial First State Wholesale Global Resources 9.93% 11.95% 1.92% 0.29% -3.47% -4.10% 7.69% 03 Jun 1997 History
Colonial First State Wholesale High Growth 14.76% 10.08% 9.92% 12.67% 9.58% 4.29% 6.96% 20 Mar 1999 History
Colonial First State Wholesale Imputation 12.75% 6.20% 4.75% 9.38% 7.22% 3.24% 11.04% 31 Dec 1993 History
Colonial First State Wholesale Index Australian Bond 1.27% 2.43% 3.55% 3.72% 5.17% 5.70% 5.42% 13 Jul 2004 History
Colonial First State Wholesale Index Australian Share 15.66% 10.59% 6.58% 9.93% 7.84% 2.97% 8.22% 13 Jul 2004 History
Colonial First State Wholesale Index Global Share 21.54% 7.12% 12.95% 18.32% 13.53% 5.94% 6.56% 13 Jul 2004 History
Colonial First State Wholesale Index Global Share - Hedged 22.91% 12.32% 10.68% 14.99% 13.06% 6.11% 7.27% 24 Feb 2006 History
Colonial First State Wholesale Index Property Securities 7.41% 6.79% 10.39% 12.13% 12.31% 0.11% 4.52% 13 Jul 2004 History
Colonial First State Wholesale Multi-Asset Real Return 6.72% 3.93% 3.80% - - - 3.88% 19 May 2014 History
Colonial First State Wholesale Property Securities 7.69% 6.25% 9.96% 11.75% 11.77% -2.00% 6.96% 07 Jul 1994 History
Colonial First State Wholesale Target Return Income 4.86% 4.15% 2.91% 3.66% 4.08% 4.10% 4.89% 28 Feb 2005 History
Fidelity Wholesale Australian Equities 11.44% 8.38% 6.54% 10.83% 8.92% - 9.71% 31 Jul 2009 History
FirstChoice Wholesale Alternatives -0.25% 2.29% 2.79% - - - 3.51% 19 May 2014 History
FirstChoice Wholesale Asian Share 29.33% 13.86% 13.74% 15.89% 9.82% 5.64% 7.39% 30 Apr 2007 History
FirstChoice Wholesale Australian Share 17.26% 10.95% 6.53% 9.88% 7.36% 3.37% 7.82% 23 Apr 2002 History
FirstChoice Wholesale Australian Small Companies 7.76% 11.37% 10.47% 10.14% 8.16% 2.87% 11.26% 28 Feb 2003 History
FirstChoice Wholesale Balanced 12.24% 7.36% 7.01% 9.49% 8.04% - 9.29% 31 May 2009 History
FirstChoice Wholesale Conservative 5.92% 4.33% 4.44% 5.71% 5.77% 4.55% 5.59% 23 Apr 2002 History
FirstChoice Wholesale Defensive 3.55% 3.19% 3.55% 4.25% 5.01% 4.94% 5.46% 02 May 2002 History
FirstChoice Wholesale Diversified 8.97% 5.80% - - - - 4.42% 18 May 2015 History
FirstChoice Wholesale Emerging Markets 27.31% 15.09% 12.08% 12.64% 5.77% - 2.20% 19 May 2008 History
FirstChoice Wholesale Fixed Interest 2.05% 3.42% 4.01% 4.38% 5.62% 6.11% 6.02% 17 Apr 2002 History
FirstChoice Wholesale Geared Australian Share 34.97% 19.13% 8.34% 16.06% 9.27% -1.76% -0.52% 30 Apr 2007 History
FirstChoice Wholesale Geared Global Share 32.37% 11.48% 14.86% 23.30% 17.56% 5.92% 2.43% 04 Sep 2001 History
FirstChoice Wholesale Geared Growth Plus 30.35% 15.50% 12.71% 18.36% 13.20% - 6.01% 19 May 2008 History
FirstChoice Wholesale Global Infrastructure Securities 17.96% 10.69% 10.19% 14.62% 13.47% 7.74% 9.18% 29 Mar 2006 History
FirstChoice Wholesale Global Property Securities 6.40% 3.00% 6.08% 9.74% 10.28% 2.97% 6.13% 04 Jun 2005 History
FirstChoice Wholesale Global Share 22.18% 6.50% 11.45% 17.40% 12.00% 3.79% 2.96% 23 Apr 2002 History
FirstChoice Wholesale Global Share - Hedged 22.95% 10.93% 9.07% 14.00% 11.48% 3.33% 6.49% 10 May 2005 History
FirstChoice Wholesale Global Small Companies 32.41% 13.18% 18.24% 22.85% 16.30% 7.89% 8.16% 23 Apr 2004 History
FirstChoice Wholesale Growth 13.95% 8.16% 7.65% 10.47% 8.55% 4.00% 6.31% 23 Apr 2002 History
FirstChoice Wholesale High Growth 18.62% 10.26% 9.05% 12.69% 9.72% 3.97% 6.20% 09 May 2002 History
FirstChoice Wholesale Lower Volatility Australian Share 13.32% 8.20% 6.32% 8.73% 6.64% 1.91% 7.62% 03 May 2004 History
FirstChoice Wholesale Moderate 10.77% 6.67% 6.47% 8.73% 7.68% 4.47% 6.22% 23 Apr 2002 History
FirstChoice Wholesale Multi-Index Balanced 12.19% 8.87% 7.69% 10.19% 8.78% - 10.05% 31 May 2009 History
FirstChoice Wholesale Multi-Index Conservative 6.20% 5.16% 4.90% 6.05% 6.08% - 6.67% 31 May 2009 History
FirstChoice Wholesale Multi-Index Diversified 9.20% 7.09% 6.40% 8.24% - - 8.84% 28 May 2012 History
FirstChoice Wholesale Multi-Index Growth - - - - - - - 22 May 2017 History
FirstChoice Wholesale Multi-Index High Growth 16.61% 11.43% 9.20% - - - 9.39% 16 May 2014 History
FirstChoice Wholesale Multi-Index Moderate 10.69% 7.99% - - - - 5.87% 18 May 2015 History
FirstChoice Wholesale Property Securities 7.83% 7.98% 10.74% 12.63% 12.78% -0.91% 5.40% 23 Apr 2002 History
FirstRate Wholesale Investment Deposit - December 2018 (Closed) Δ * 29 Jan 2013 History
FirstRate Wholesale Investment Deposit - May 2018 Δ * 06 Aug 2012 History
FirstRate Wholesale Investment Deposit - May 2018 (Closed) Δ * 28 May 2012 History
FirstRate Wholesale Saver Δ 17 Nov 2008 History
FirstRate Wholesale Term Deposit - 10 Year Δ 10 Jun 2014 Interest rates
FirstRate Wholesale Term Deposit - 15 Year Δ 10 Jun 2014 Interest rates
FirstRate Wholesale Term Deposit - 2 Year Δ 10 Jun 2014 Interest rates
FirstRate Wholesale Term Deposit - 3 Year Δ 10 Jun 2014 Interest rates
FirstRate Wholesale Term Deposit - 5 Year Δ 10 Jun 2014 Interest rates
FirstRate Wholesale Term Deposit - 7 Year Δ 10 Jun 2014 Interest rates
FirstRate Wholesale Term Deposit 12 Month Δ 16 Jul 2009 Interest rates
FirstRate Wholesale Term Deposit 3 Month Δ 13 Jul 2009 Interest rates
FirstRate Wholesale Term Deposit 6 Month Δ 13 Jul 2009 Interest rates
FirstRate Wholesale Term Deposit 9 Month Δ 24 Jul 2009 Interest rates
Franklin Templeton Wholesale Multisector Bond 6.58% 5.24% - - - - 1.72% 18 May 2015 History
Generation Wholesale Global Share * 28.87% 14.01% 20.20% 23.86% 16.71% 10.48% 9.82% 03 Sep 2007 History
Grant Samuel Epoch Wholesale Global Equity Shareholder Yield 14.25% 3.75% 9.18% - - - 9.47% 16 May 2014 History
Investors Mutual Wholesale Australian Share 11.76% 8.78% 6.20% 10.07% 9.53% 4.73% 8.34% 27 Apr 2004 History
Ironbark Karara Wholesale Australian Share 15.68% 9.54% 5.14% 9.45% - - 6.71% 08 Apr 2011 History
Ironbark Wholesale Property Securities 6.26% 7.61% 10.35% 11.91% 12.19% -0.73% 5.73% 05 Aug 2002 History
Kapstream Wholesale Absolute Return Income 2.95% 3.03% 3.02% - - - 3.20% 16 May 2014 History
Lazard Wholesale Select Australian Equity 18.08% 14.04% - - - - 5.29% 18 May 2015 History
Legg Mason Martin Currie Wholesale Real Income 15.18% - - - - - 14.19% 24 Oct 2016 History
Macquarie Wholesale Income Opportunities 3.96% 3.55% 2.76% 3.54% 4.31% - 5.32% 31 May 2009 History
Magellan Wholesale Global Share 20.39% 6.05% 14.67% 18.41% - - 17.77% 08 Apr 2011 History
Magellan Wholesale Global Share - Hedged 21.53% - - - - - 17.46% 16 May 2016 History
Magellan Wholesale Infrastructure 15.42% - - - - - 10.06% 16 May 2016 History
Maple-Brown Abbott Wholesale Australian Share 16.02% 9.91% 4.62% 9.53% 6.92% 3.68% 7.06% 23 Apr 2002 History
Merlon Wholesale Australian Share Income 9.94% 9.19% 5.74% 8.84% 6.46% - 4.32% 19 May 2008 History
MFS Wholesale Global Equity 21.13% 7.03% 13.52% 18.77% 14.62% - 13.23% 31 May 2009 History
Nikko AM Wholesale Australian Share Concentrated 17.00% 11.23% - - - - 6.08% 18 May 2015 History
OC Wholesale Premium Small Companies 10.61% 9.29% - - - - 9.54% 18 May 2015 History
Perennial Value Wholesale Australian Share 12.80% 8.74% 5.43% 9.98% 6.74% 3.33% 8.06% 25 Apr 2004 History
Perpetual Wholesale Australian Share 9.00% 6.98% 4.18% 9.03% 8.05% 3.71% 8.79% 17 Apr 2002 History
Perpetual Wholesale Balanced Growth 9.17% 5.37% 5.40% 8.62% 7.79% 4.53% 6.30% 23 Apr 2002 History
Perpetual Wholesale Conservative Growth 4.59% 3.49% 3.62% 5.30% 5.63% 4.51% 5.60% 23 Apr 2002 History
Perpetual Wholesale Diversified Growth 7.29% 4.47% 4.58% 7.24% 6.93% 4.73% 5.80% 23 Apr 2002 History
Perpetual Wholesale Diversified Income 4.74% 4.42% 3.48% 3.97% - - 4.34% 19 May 2011 History
Perpetual Wholesale Ethical SRI Share 10.04% - - - - - 9.93% 16 May 2016 History
Perpetual Wholesale Global Share 24.68% 7.49% 13.40% 17.21% 12.25% 5.60% 3.43% 23 Apr 2002 History
Perpetual Wholesale Industrial Share 12.67% 7.22% 5.49% 11.13% 10.38% 4.85% 8.69% 23 Apr 2002 History
PIMCO Wholesale Global Bond 4.29% 4.93% 5.04% - - - 4.30% 08 May 2013 History
Platinum Wholesale Asia 32.79% 14.32% 14.59% 17.71% 10.65% - 11.38% 22 Mar 2010 History
Platinum Wholesale International 28.99% 11.30% 14.75% 18.97% 11.50% 8.60% 10.13% 17 Feb 2003 History
PM Capital Wholesale Enhanced Yield 5.63% 4.84% 3.81% 4.17% 4.48% 4.71% 5.07% 28 Sep 2004 History
PM Capital Wholesale Global Companies 33.38% 7.60% 14.66% 23.79% 18.01% 8.17% 6.82% 24 Feb 2006 History
Realindex RAFI® Wholesale Australian Share 15.18% 11.97% 6.92% 10.41% 8.47% - 10.62% 17 Nov 2008 History
Realindex RAFI® Wholesale Australian Small Companies 9.96% 15.88% 13.90% 12.76% 9.28% - 12.78% 17 Nov 2008 History
Realindex RAFI® Wholesale Emerging Markets 20.73% 13.88% 8.98% 9.13% - - 4.59% 11 Apr 2011 History
Realindex RAFI® Wholesale Global Share 22.10% 8.77% 11.90% 16.84% 11.34% - 9.86% 17 Nov 2008 History
Realindex RAFI® Wholesale Global Share Hedged 22.83% 12.80% 9.38% 13.55% 11.06% - 13.87% 17 Nov 2008 History
Sanlam Wholesale Managed Risk Australian Share 12.17% 6.05% - - - - 2.40% 18 May 2015 History
Sanlam Wholesale Managed Risk Global Share 19.75% 6.63% - - - - 7.67% 18 May 2015 History
Sanlam Wholesale Managed Risk Multi-Index High Growth 15.13% 9.52% - - - - 5.69% 18 May 2015 History
Schroder Wholesale Australian Equity 17.14% 12.30% 5.38% 9.13% 7.88% 4.14% 8.33% 23 Apr 2002 History
Schroder Wholesale Credit Securities 3.79% 3.48% 3.19% 4.11% 5.10% 4.47% 4.94% 25 Apr 2004 History
Schroder Wholesale Real Return 5.64% 4.39% 4.15% - - - 4.32% 19 May 2014 History
SG Hiscock Wholesale Property Securities 6.44% 7.19% 9.20% 11.63% 12.07% 1.35% 1.45% 16 Apr 2007 History
Solaris Wholesale Core Australian Equity 17.90% 10.69% 7.76% 11.58% - - 7.99% 08 Apr 2011 History
State Street Wholesale Australian Equity - - - - - - - 22 May 2017 History
Stewart Investors Wholesale Global Emerging Markets Leaders * 11.36% 5.01% 6.98% 9.53% 8.63% - 8.84% 11 Mar 2010 History
Stewart Investors Wholesale Worldwide Leaders 17.13% 8.06% 14.03% 17.28% 12.87% 5.09% 5.08% 30 Jul 1997 History
Stewart Investors Wholesale Worldwide Sustainability 18.08% 9.86% 15.31% - - - 16.31% 21 Feb 2013 History
T. Rowe Price Wholesale Global Equity 27.54% - - - - - 17.59% 16 May 2016 History
UBS Wholesale Diversified Fixed Income 2.08% 3.52% 3.69% 4.21% 5.75% - 5.92% 30 Jun 2009 History
Zurich Investments Wholesale Global Thematic Share 20.21% 5.87% 10.15% 14.24% - - 10.65% 08 Apr 2011 History
* closed to new investors

^ withdrawn from sale

Δ Historical interest rates and performance for FirstRate Investment Deposits, FirstRate Saver and current interest rates for FirstRate Term Deposit are available on the FirstRate interest rates page.

# Hedge Fund unit prices are calculated and declared approximately four to six weeks after each month end. The performance figures for hedge funds shown here are as at the date stated above. This month's hedge funds performance figures will be available to you in four to six weeks time.

## These superannuation funds are taxed at a maximum of 15% at the fund level. The other non-superannuation funds on this page are generally not taxed at the fund level.

†Returns are calculated on a cumulative year-on-year basis which are then annualised. For funds that have been in existence for less than one year, the since inception performance is actual performance since inception and not annualised. Calculations are based on exit price to exit price with distributions reinvested, after ongoing fees and expenses but excluding individual tax, member fees and entry fees (if applicable).

These figures represent past performance only. This information is general information only and does not take into account your individual objectives, financial situation or needs. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. The performance shown for Colonial First State Premier CMT and Colonial First State Cash Management Trust represents the net income paid to unitholders expressed as an earnings rate.

Past performance is no indication of future performance. The above products are issued by Colonial First State Investments Limited. The Product Disclosure Statements (PDS) describing the products are available at www.colonialfirststate.com.au or by contacting us on 1300 360 645. You should consider the relevant PDS before making a decision about the above products.