Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share - Managed Fund

The objective of the Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share managed fund is The option aims for a portfolio of high quality companies which have net positive alignment with one or more of the UN's Sustainable Development Goals (SDGs), exceed Alphinity's minimum Environmental, Social and Corporate Governance (ESG) criteria, and fit the investment process described below. The SDGs are a globally-recognised framework that address themes such as climate change, inclusion, healthy lives, and poverty.

The strategy of the Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share managed fund is The option aims for a portfolio of high quality companies which have net positive alignment with one or more of the UN's Sustainable Development Goals (SDGs), exceed Alphinity's minimum Environmental, Social and Corporate Governance (ESG) criteria, and fit the investment process described below. The SDGs are a globally-recognised framework that address themes such as climate change, inclusion, healthy lives, and poverty.

The APIR code of the Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share managed fund is FSF1797AU.

Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share’s total return last month was 0.58%. This was made up of a growth return of 0.15% and an income return of 0.43%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share’s total return for the last three months was -1.39%. This was made up of a growth return of 2.6% and an income return of -3.99%%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share’s one-year total return is 6.19%. This was made up of a growth return of 10.31% and an income return of -4.12%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share’s one-year total return is 10.61%. This was made up of a growth return of 11.35% and an income return of -0.74%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share managed fund is :

The Responsible Entity for the Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share managed fund is Colonial First State Investments Limited.

The Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Jan 2026, the size of the Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share managed fund was $24814625 million.

The Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share managed fund has an inception date of 16 May 2016.

The current entry price of the Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share managed fund is $2.0304 per unit and the current exit price is $2.0243 per unit (as at 10 Feb 2026).

The current exit price of the Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share managed fund is $2.0243 per unit and the current entry price is $2.0304 per unit (as at 10 Feb 2026).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Alphinity Sustain Share managed fund is $20,000. Minimum additional investment is $0.