Colonial First State FirstChoice Superannuation Trust

Super Funds GuideThis is a SuperGuide Super Funds Guide profile of Colonial First State FirstChoice Superannuation Trust, including information about investment performance, performance ranking and fund member analysis.

This SuperGuide Super Funds Guide profile is independent information and is not an advertisement for Colonial First State FirstChoice Superannuation Trust. The data contained in this profile is sourced from the superannuation regulator, (APRA), and refers to data as at 30 June 2014. APRA will be releasing 2015 data in early 2016.

Snapshot of Colonial First State FirstChoice Superannuation Trust

  • Colonial First State FirstChoice Superannuation Trust is a Public offer fund and Retail fund (you can find out the 5 types of super funds by clicking here).
  • For the 2014 financial year (1 July 2013 to 30 June 2014), Colonial First State FirstChoice Superannuation Trust delivered a rate of return of 10.53%, which ranked it 103 of the 189 funds that provided investment performance data.
  • In terms of net assets, Colonial First State FirstChoice Superannuation Trust ranks 2 out of 193 funds that provided asset data, with net assets (as at 30 June 2014) of approximately $58,841,029,000.
  • In terms of fund members, Colonial First State FirstChoice Superannuation Trust ranks 13 largest of 193 funds, with 770,439 members.
  • Colonial First State FirstChoice Superannuation Trust has 696 investment options.

Continue reading to find out more about Colonial First State FirstChoice Superannuation Trust.

Note: N/A and * means this information is not available.

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How well did Colonial First State FirstChoice Superannuation Trust perform?

In the table below you can discover the investment performance and ranking of Colonial First State FirstChoice Superannuation Trust for each year from 2004 through to 2014.

For general information on the top 25 performers over a 5-year and 10-year periods see SuperGuide article Top 25 performing super funds over long term.

Rate of return for one year to 30 June
YearAverage returnColonial First State FirstChoice Superannuation Trust returnColonial First State FirstChoice Superannuation Trust ranking
20149.66%10.53%Ranked 103 of 189 funds
201311.88%13.4%Ranked 98 of 210 funds
20120.19%-1%Ranked 146 of 193 funds
20117.38%7.3%Ranked 105 of 190 funds
20108.21%9.4%Ranked 59 of 189 funds
2009-10.98%-11.7%Ranked 99 of 188 funds
2008-7.63%-12.4%Ranked 167 of 185 funds
200714.33%13%Ranked 135 of 181 funds
200613.48%13.3%Ranked 100 of 175 funds
200511.72%10.3%Ranked 126 of 156 funds
200411.86%10.5%Ranked 116 of 152 funds

Data contained in this table as at 30 June 2014

Who runs Colonial First State FirstChoice Superannuation Trust?

In the table below, you can find the name of the company that runs Colonial First State FirstChoice Superannuation Trust and other administration details including, whether the super fund is open to the public (public offer) or not open to general public (non-public offer), how the super fund is structured and the super fund’s Australian Business Number.

Fund trusteeColonial First State Investments Limited
Public offer statusPublic offer
Fund year-end30/06/14
Fund ABN26458298557
Fund wind-up date (if applicable)

Data contained in this table as at 30 June 2014

Colonial First State FirstChoice Superannuation Trust fund member profile

  • Colonial First State FirstChoice Superannuation Trust has 770,439 members, which ranks it at number 13 largest of 289 funds.
  • Colonial First State FirstChoice Superannuation Trust has 127,520 pension members, which ranks it at number 13 largest of 153 funds.

In the table below you can discover how many superannuation accounts that Colonial First State FirstChoice Superannuation Trust looks after, the age and gender profile of Colonial First State FirstChoice Superannuation Trust fund membership and how that compares across all super funds.

Number of member accountsFund percentageAverage percentage across all funds
Age below age 35
Females95,36612.38%17.2%
Males131,32417.05%20.2%
Age 35-49
Females88,73011.52%15.6%
Males132,22217.16%19.3%
Age 50-59
Females53,1596.90%7.3%
Males76,4099.92%9.1%
Age 60-65
Females37,5374.87%2.6%
Males47,3826.15%3.4%
Age over 66
Females47,7476.20%2%
Males60,5637.86%2.7%

Data contained in this table as at 30 June 2014

Further information on Colonial First State FirstChoice Superannuation Trust

In the table below you can discover further information about Colonial First State FirstChoice Superannuation Trust, in particular, the annual statements for the year ended 30 June 2014, which includes operating expenses of the fund, taxes, insurance and super contributions for the year.

Net assets at beginning of period ($’000)51,327,555 (3 largest of 193 funds)
Net assets at end of period ($’000)58,841,029 (2 largest of 193 funds)
Total operating expenses as a percentage of total assets0.68% (average is 0.51%)
Net operating performance after tax ($’000)7,513,474
Total assets at end of period ($’000)58,993,430
Total liabilities at end of period ($’000)152,401
Employer contributions ($’000)1,978,311
Personal member contributions ($’000)2,006,694
Other contributions ($’000)2,456
Total contributions ($’000)3,987,461
Contributions tax and surcharge ($’000)326,745
Inward rollovers ($’000)4,824,838
Outward rollovers ($’000)2,954,618
Net rollovers ($’000)1,870,220
Repatriation to employer sponsor ($’000)0
Lump sum benefit payments ($’000)1,771,417
Pension benefit payments ($’000)1,616,829
Total benefit payments ($’000)3,388,246
Net contribution flows ($’000)2,469,435
Total foreign exchange gains/losses (realised and unrealised) ($’000)0
Total unrealised gains/losses on investments ($’000)3,609,455
Total realised gains/losses on investments ($’000)457,968
Total gains/losses on investments ($’000)4,067,423
Total Investment Income ($’000)5,973,952
Total investment expenses ($’000)1,040
Net investment income ($’000)5,972,912
Total operating expenses ($’000)398,419
Other income + Fees and commissions ($’000)0
Reconciling item ($’000)0
Net earnings ($’000)5,574,493
Tax expense on earnings ($’000)65,618
Net earnings after tax ($’000)5,508,875

Data contained in this table as at 30 June 2014

Copyright text: All explanatory text is the copyright of SuperGuide Pty Ltd. All data information is the copyright of Australian Prudential Regulation Authority (APRA). All data information is licensed under the Creative Commons Attribution 3.0 Australia Licence (CCBY 3.0). APRA will be releasing 2015 data in early 2016.

Please see APRA Disclaimer, Important notice, Explanatory notes and Glossary

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