Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability - Managed Fund

The objective of the Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability managed fund is To achieve long-term capital appreciation by investing in companies that contribute to; and benefit from; sustainable development. The option aims to exceed the MSCI All Country World Index over rolling five-year periods before fees and taxes. The option is actively managed and the benchmark does not limit or constrain portfolio construction.

The strategy of the Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability managed fund is The option aims to achieve its investment objective by investing in a diversified portfolio of equity or equity-related securities of larger capitalisation companies which are listed in; traded or dealt on any of the regulated markets worldwide. Stewart Investors considers a company contributes to; and benefits from; sustainable development if its activities lead to positive social outcomes and may lead to positive environmental outcomes.

The APIR code of the Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability managed fund is FSF0548AU.

Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability’s total return last month was -2.59%. This was made up of a growth return of -2.59% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability’s total return for the last three months was 1.88%. This was made up of a growth return of 1.88% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability’s one-year total return is 8.99%. This was made up of a growth return of 8.99% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability’s one-year total return is 14.69%. This was made up of a growth return of 14.69% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability managed fund is :

The Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability managed fund was $38.99 million.

The Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability managed fund has an inception date of 12 Jul 2004.

The current entry price of the Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability managed fund is $5.0905 per unit and the current exit price is $5.0803 per unit (as at 24 Sep 2025).

The current exit price of the Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability managed fund is $5.0803 per unit and the current entry price is $5.0905 per unit (as at 24 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Stewart Investment Ww Leaders Sustainability managed fund is $20,000. Minimum additional investment is $0.