Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp - Managed Fund

Fund Objective

The strategy invests primarily in growth-oriented companies listed on recognised global exchanges. Typically, the strategy is highly concentrated with 15-30 stocks. Hyperion’s investment process uses rigorous and in-depth quantitative and qualitative analysis to establish a unique portfolio. Fundamental analysis is central to the research effort, with a particular focus afforded to company-specific and qualitative industry factors.

Fund Strategy

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-9.63%	-18.58%	-12.31%	-11.74%	15.24%	25.23%	-%	-%
Growth return	-9.63%	-18.58%	-12.31%	-11.74%	15.24%	25.23%	-%	-%
Income return	0%	0%	0%	0%	0%	0%	-%	-%
Market index (MSCI World Ex Australia NR AUD)
Total return	-0.9%	2.55%	8.85%	12.53%	21.5%	22.08%	15.57%	13.23%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp

Australian Equities: 98.27%

Cash: 1.73%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 64.54%

Cash: 1.25%

International Equities: 33.72%

Property & Infrastructure: 0.24%

Fixed Interest: -0.01%

Alternatives: 0.26%

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp
Responsible Entity	Colonial First State Investments Limited
APIR Code	FSF7181AU
Sector/Asset Class	Equity World Large Growth
Morningstar Rating	(as at 31 Dec 2025)
Legal Structure	Allocated Pension
Fund Inception	13 Dec 2021
Fund Size	$87945715 million (as at 31 Dec 2025)
Entry Price	$1.3631 (as at 28 Jan 2026)
Exit Price	$1.3591 (as at 28 Jan 2026)
Fund Status	Open

Offer information

Type	Description
MER	3.31% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR)	2.45% (as at 30 Jun 2025)
Performance fee (not included in ICR)	1.45
Savings plan comments
Redemption comments

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025)	Type	% of Portfolio
Tesla Inc	Equity	12.85%
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FAQs about the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp

What is the objective of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund?

The objective of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund is The strategy invests primarily in growth-oriented companies listed on recognised global exchanges. Typically, the strategy is highly concentrated with 15-30 stocks. Hyperion’s investment process uses rigorous and in-depth quantitative and qualitative analysis to establish a unique portfolio. Fundamental analysis is central to the research effort, with a particular focus afforded to company-specific and qualitative industry factors.

What is the strategy for the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund?

The strategy of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund is The strategy invests primarily in growth-oriented companies listed on recognised global exchanges. Typically, the strategy is highly concentrated with 15-30 stocks. Hyperion’s investment process uses rigorous and in-depth quantitative and qualitative analysis to establish a unique portfolio. Fundamental analysis is central to the research effort, with a particular focus afforded to company-specific and qualitative industry factors.

What is the APIR code of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund?

The APIR code of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund is FSF7181AU.

What was Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp’s total return last month?

Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp’s total return last month was -9.63%. This was made up of a growth return of -9.63% and an income return of 0%. These returns were calculated as at 31 Jan 2026.

What was Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp’s total return for the last three months?

Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp’s total return for the last three months was -18.58%. This was made up of a growth return of -18.58% and an income return of 0%%. These returns were calculated as at 31 Jan 2026.

What is Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp’s one-year total return?

Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp’s one-year total return is -11.74%. This was made up of a growth return of -11.74% and an income return of 0%. These returns were calculated as at 31 Jan 2026.

What is Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp’s three-year total return?

Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp’s one-year total return is 25.23%. This was made up of a growth return of 25.23% and an income return of 0%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund?

The asset allocation of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund is :

Australian Equities: 98.27%

Cash: 1.73%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund?

The Responsible Entity for the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund is Colonial First State Investments Limited.

What sector/asset class does the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund belong to?

The Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund belongs to the Equity World Large Growth sector/asset class.

What is the size of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund?

As at 31 Dec 2025, the size of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund was $87945715 million.

What is the inception date of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund?

The Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund has an inception date of 13 Dec 2021.

What is the current entry price of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund?

The current entry price of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund is $1.3631 per unit and the current exit price is $1.3591 per unit (as at 28 Jan 2026).

What is the current exit price of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund?

The current exit price of the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund is $1.3591 per unit and the current entry price is $1.3631 per unit (as at 28 Jan 2026).

What is the minimum investment amount for the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund?

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Hyperion Global Growth Comp managed fund is $.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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