InvestSMART

FirstChoice Wholesale Pension - Colonial TTR High Growth - Managed Fund

Fund Objective
To invest primarily in a diversified portfolio of shares, property and infrastructure securities. In order to provide further diversification, the portfolio is allocated across a number of leading investment managers. Allocations to asset classes will generally align to the benchmark but the option may adjust its exposure within the allocation ranges in response to changes in risk and return expectations.
Fund Strategy
To invest primarily in a diversified portfolio of shares, property and infrastructure securities. In order to provide further diversification, the portfolio is allocated across a number of leading investment managers. Allocations to asset classes will generally align to the benchmark but the option may adjust its exposure within the allocation ranges in response to changes in risk and return expectations.

Fund Performance Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.3% 1.38% 5.6% 9.4% 13.59% 11.41% 8.8% -%
Growth return -0.22% 1.5% 3.44% 10.49% 11.75% 11.82% 8.28% -%
Income return 1.52% -0.12% 2.16% -1.09% 1.84% -0.41% 0.52% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0.45% 0.07% 5.13% 9.72% 13.75% 13.16% 10.52% 10.43%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

FirstChoice Wholesale Pension - Colonial TTR High Growth
Australian Equities
55.44%
International Equities
35.39%
Cash
2.20%
Property & Infrastructure
6.58%
Fixed Interest
0.38%
Alternatives
0%
Average Allocation of Peers
Australian Equities
51.92%
International Equities
31.70%
Cash
2.18%
Property & Infrastructure
4.65%
Fixed Interest
5.16%
Alternatives
4.40%

General Information

Fund Details
Type Description
FirstChoice Wholesale Pension - Colonial TTR High Growth
Colonial First State Investments Limited
FSF7924AU
Multisector Aggressive
starstar (as at 31 Jan 2026)
Allocated Pension
9 Jun 2018
$105352291 million (as at 31 Dec 2025)
$1.793 (as at 28 Jan 2026)
$1.7876 (as at 28 Jan 2026)
Open
Offer information
Type Description
MER 1.20% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR) 1.20% (as at 30 Jun 2025)
Minimum initial investment $20,000

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025) Type % of Portfolio
BHP Group Ltd Equity 3.03%
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FAQs about the FirstChoice Wholesale Pension - Colonial TTR High Growth

The objective of the FirstChoice Wholesale Pension - Colonial TTR High Growth managed fund is To invest primarily in a diversified portfolio of shares, property and infrastructure securities. In order to provide further diversification, the portfolio is allocated across a number of leading investment managers. Allocations to asset classes will generally align to the benchmark but the option may adjust its exposure within the allocation ranges in response to changes in risk and return expectations.

The strategy of the FirstChoice Wholesale Pension - Colonial TTR High Growth managed fund is To invest primarily in a diversified portfolio of shares, property and infrastructure securities. In order to provide further diversification, the portfolio is allocated across a number of leading investment managers. Allocations to asset classes will generally align to the benchmark but the option may adjust its exposure within the allocation ranges in response to changes in risk and return expectations.

The APIR code of the FirstChoice Wholesale Pension - Colonial TTR High Growth managed fund is FSF7924AU.

FirstChoice Wholesale Pension - Colonial TTR High Growth’s total return last month was 1.3%. This was made up of a growth return of -0.22% and an income return of 1.52%. These returns were calculated as at 31 Jan 2026.

FirstChoice Wholesale Pension - Colonial TTR High Growth’s total return for the last three months was 1.38%. This was made up of a growth return of 1.5% and an income return of -0.12%%. These returns were calculated as at 31 Jan 2026.

FirstChoice Wholesale Pension - Colonial TTR High Growth’s one-year total return is 9.4%. This was made up of a growth return of 10.49% and an income return of -1.09%. These returns were calculated as at 31 Jan 2026.

FirstChoice Wholesale Pension - Colonial TTR High Growth’s one-year total return is 11.41%. This was made up of a growth return of 11.82% and an income return of -0.41%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the FirstChoice Wholesale Pension - Colonial TTR High Growth managed fund is :

Australian Equities
55.44%
International Equities
35.39%
Cash
2.20%
Property & Infrastructure
6.58%
Fixed Interest
0.38%
Alternatives
0%

The Responsible Entity for the FirstChoice Wholesale Pension - Colonial TTR High Growth managed fund is Colonial First State Investments Limited.

The FirstChoice Wholesale Pension - Colonial TTR High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Dec 2025, the size of the FirstChoice Wholesale Pension - Colonial TTR High Growth managed fund was $105352291 million.

The FirstChoice Wholesale Pension - Colonial TTR High Growth managed fund has an inception date of 9 Jun 2018.

The current entry price of the FirstChoice Wholesale Pension - Colonial TTR High Growth managed fund is $1.793 per unit and the current exit price is $1.7876 per unit (as at 28 Jan 2026).

The current exit price of the FirstChoice Wholesale Pension - Colonial TTR High Growth managed fund is $1.7876 per unit and the current entry price is $1.793 per unit (as at 28 Jan 2026).

The minimum initial investment amount for the FirstChoice Wholesale Pension - Colonial TTR High Growth managed fund is $20,000.

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.