FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity - Managed Fund

Fund Objective

The option predominantly invests in listed large cap Australian equities in the S&P/ASX 300 Index. The option seeks to identify earnings and earnings revisions at an early stage, and hence to pre-empt stock price movements. The manager also seeks to position the portfolio towards those sectors and stocks which it believes will experience positive earnings revisions and away from those it believes will suffer negative revisions.

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	2.13%	0.49%	3.11%	5.96%	9.37%	7.75%	-%	-%
Growth return	2.13%	0.49%	3.11%	5.96%	9.37%	7.75%	-%	-%
Income return	0%	0%	0%	0%	0%	0%	-%	-%
Market index (S&P/ASX 200 TR AUD)
Total return	1.78%	0.36%	3.06%	7.37%	11.2%	9.81%	10.21%	10.12%

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

Asset Allocation

FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity

Australian Equities: 99.76%

Cash: 0.24%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 99.40%

Cash: -1.06%

International Equities: 0.74%

Property & Infrastructure: 1.30%

Fixed Interest: -0.33%

Alternatives: -0.04%

General Information

Fund Details

Type	Description
Fund Name	FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity
Responsible Entity	Colonial First State Investments Limited
APIR Code	FSF7280AU
Sector/Asset Class	Equity Australia Large Growth
Morningstar Rating	(as at 31 Dec 2025)
Legal Structure	Allocated Pension
Fund Inception	13 Dec 2021
Fund Size	$9476639 million (as at 30 Nov 2025)
Entry Price	$1.4259 (as at 28 Jan 2026)
Exit Price	$1.4217 (as at 28 Jan 2026)
Fund Status	Open

Offer information

Type	Description
MER	1% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR)	1% (as at 30 Jun 2025)
Savings plan comments
Redemption comments

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025)	Type	% of Portfolio
BHP Group Ltd	Equity	9.92%
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FAQs about the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity

What is the objective of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund?

The objective of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund is The option predominantly invests in listed large cap Australian equities in the S&P/ASX 300 Index. The option seeks to identify earnings and earnings revisions at an early stage, and hence to pre-empt stock price movements. The manager also seeks to position the portfolio towards those sectors and stocks which it believes will experience positive earnings revisions and away from those it believes will suffer negative revisions.

What is the strategy for the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund?

The strategy of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund is The option predominantly invests in listed large cap Australian equities in the S&P/ASX 300 Index. The option seeks to identify earnings and earnings revisions at an early stage, and hence to pre-empt stock price movements. The manager also seeks to position the portfolio towards those sectors and stocks which it believes will experience positive earnings revisions and away from those it believes will suffer negative revisions.

What is the APIR code of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund?

The APIR code of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund is FSF7280AU.

What was FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity’s total return last month?

FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity’s total return last month was 2.13%. This was made up of a growth return of 2.13% and an income return of 0%. These returns were calculated as at 31 Jan 2026.

What was FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity’s total return for the last three months?

FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity’s total return for the last three months was 0.49%. This was made up of a growth return of 0.49% and an income return of 0%%. These returns were calculated as at 31 Jan 2026.

What is FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity’s one-year total return?

FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity’s one-year total return is 5.96%. This was made up of a growth return of 5.96% and an income return of 0%. These returns were calculated as at 31 Jan 2026.

What is FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity’s three-year total return?

FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity’s one-year total return is 7.75%. This was made up of a growth return of 7.75% and an income return of 0%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund?

The asset allocation of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund is :

Australian Equities: 99.76%

Cash: 0.24%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund?

The Responsible Entity for the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund is Colonial First State Investments Limited.

What sector/asset class does the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund belong to?

The FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund belongs to the Equity Australia Large Growth sector/asset class.

What is the size of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund?

As at 30 Nov 2025, the size of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund was $9476639 million.

What is the inception date of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund?

The FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund has an inception date of 13 Dec 2021.

What is the current entry price of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund?

The current entry price of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund is $1.4259 per unit and the current exit price is $1.4217 per unit (as at 28 Jan 2026).

What is the current exit price of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund?

The current exit price of the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund is $1.4217 per unit and the current entry price is $1.4259 per unit (as at 28 Jan 2026).

What is the minimum investment amount for the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity managed fund?

The minimum initial investment amount for the FirstChoice Wholesale Pension - Ausbil TTR Australian Active Equity 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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