Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth - Managed Fund

Fund Objective

The portfolio seeks to generate competitive income and capital returns with lower downside risk than the market. This is achieved by diversifying the portfolio by asset class, investment strategy, fund manager and sources of return.

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

% p.a.

Average of peers ({{ fund.benchmark.peers.peerCount }})

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	0%	0%	-%	-%	-%	-%	-%	-%
Growth return	0%	-%	-%	-%	-%	-%	-%	-%
Income return	0%	-%	-%	-%	-%	-%	-%	-%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	1.65%	2.31%	3.82%	11.23%	11.01%	11.65%	8.32%	8.66%

As at 28 Feb 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Alternatives: 5.79%

Australian Equities: 27.83%

International Equities: 34.64%

Cash: 5.20%

Property & Infrastructure: 6.10%

Fixed Interest: 20.44%

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth
Responsible Entity	Colonial First State Investments Limited
APIR Code	AIL2187AU
Sector/Asset Class	Multisector Growth
Morningstar Rating	Not Rated
Legal Structure	Allocated Pension
Fund Inception	22 Nov 2025
Fund Size	n/a
Entry Price	$1 (as at 9 Mar 2026)
Exit Price	$0.9985 (as at 9 Mar 2026)
Fund Status	Open

Offer information

Type	Description
MER	0% (as at 8 Jan 2026)
Minimum initial investment	$20,000

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FAQs about the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth

What is the objective of the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund?

The objective of the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund is The portfolio seeks to generate competitive income and capital returns with lower downside risk than the market. This is achieved by diversifying the portfolio by asset class, investment strategy, fund manager and sources of return.

What is the strategy for the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund?

The strategy of the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund is The portfolio seeks to generate competitive income and capital returns with lower downside risk than the market. This is achieved by diversifying the portfolio by asset class, investment strategy, fund manager and sources of return.

What is the APIR code of the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund?

The APIR code of the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund is AIL2187AU.

What was Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth’s total return last month?

Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 28 Feb 2026.

What was Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth’s total return for the last three months?

Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth’s total return for the last three months was 0%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 28 Feb 2026.

What is Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth’s one-year total return?

Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 28 Feb 2026.

What is Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth’s three-year total return?

What is the asset allocation of the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund?

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

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Who is the responsible Entity of the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund?

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

What sector/asset class does the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund belong to?

The Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund belongs to the Multisector Growth sector/asset class.

What is the size of the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund?

As at , the size of the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund was $ million.

What is the inception date of the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund?

The Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund has an inception date of 22 Nov 2025.

What is the current entry price of the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund?

The current entry price of the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund is $1 per unit and the current exit price is $0.9985 per unit (as at 9 Mar 2026).

What is the current exit price of the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund?

The current exit price of the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund is $0.9985 per unit and the current entry price is $1 per unit (as at 9 Mar 2026).

What is the minimum investment amount for the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus Growth managed fund?

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Lonsec TTR Core Plus 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.

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