Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities - Managed Fund

Fund Objective

The option aims to outperform the S&P/ASX 300 Accumulation Index (before fees and expenses) over a rolling three-year rolling period.

Fund Strategy

The option aims to deliver strong returns over the medium to long-term by identifying high quality Australian companies with strong future growth prospects. The option adopts a 'high conviction' approach; meaning the portfolio is concentrated; holding typically between 25 and 40 stocks listed on an Australian securities exchange. The option can invest up to 100% of its assets in Australian shares; however; it generally holds up to 10% in cash and cash equivalents.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-1.18%	-2.58%	6.36%	1.05%	8.15%	6.33%	-%	-%
Growth return	-1.18%	-2.58%	6.36%	1.05%	-%	6.33%	-%	-%
Income return	0%	0%	0%	0%	-%	0%	-%	-%
Market index (S&P/ASX 200 TR AUD)
Total return	0.39%	2.7%	11.09%	12.46%	18.51%	13.08%	12.64%	9.68%

As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details

Type	Description
Fund Name	Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities
APIR Code	FSF9337AU
Sector/Asset Class	Equity Australia Large Growth
Morningstar Rating	(as at 31 Oct 2025)
Legal Structure	Allocated Pension
Fund Inception	13 Dec 2021
Fund Size	$1.01 million (as at 31 Oct 2025)
Entry Price	$1.0545 (as at 21 Nov 2025)
Exit Price	$1.0514 (as at 21 Nov 2025)
Fund Status	Open

Offer information

Type	Description
MER	0.95% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR)	0.95% (as at 30 Jun 2025)
Performance fee (not included in ICR)	Not Available

Top 10 holdings (as at 30 Sep 2025)

Holding (as at 30 Sep 2025)	Type	% of Portfolio
Commonwealth Bank of Australia	Equity	10.33%
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FAQs about the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities

What is the objective of the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund?

The objective of the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund is The option aims to outperform the S&P/ASX 300 Accumulation Index (before fees and expenses) over a rolling three-year rolling period.

What is the strategy for the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund?

The strategy of the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund is The option aims to deliver strong returns over the medium to long-term by identifying high quality Australian companies with strong future growth prospects. The option adopts a 'high conviction' approach; meaning the portfolio is concentrated; holding typically between 25 and 40 stocks listed on an Australian securities exchange. The option can invest up to 100% of its assets in Australian shares; however; it generally holds up to 10% in cash and cash equivalents.

What is the APIR code of the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund?

The APIR code of the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund is FSF9337AU.

What was Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities’s total return last month?

Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities’s total return last month was -1.18%. This was made up of a growth return of -1.18% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

What was Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities’s total return for the last three months?

Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities’s total return for the last three months was -2.58%. This was made up of a growth return of -2.58% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

What is Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities’s one-year total return?

Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities’s one-year total return is 1.05%. This was made up of a growth return of 1.05% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

What is Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities’s three-year total return?

Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities’s one-year total return is 6.33%. This was made up of a growth return of 6.33% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

What is the asset allocation of the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund?

The asset allocation of the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund is :

Australian Equities: 82.11%

International Equities: 16.28%

Cash: 1.61%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund belong to?

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

What is the size of the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund?

As at 31 Oct 2025, the size of the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund was $1.01 million.

What is the inception date of the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund?

The Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund has an inception date of 13 Dec 2021.

What is the current entry price of the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund?

The current entry price of the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund is $1.0545 per unit and the current exit price is $1.0514 per unit (as at 21 Nov 2025).

What is the current exit price of the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund?

The current exit price of the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund is $1.0514 per unit and the current entry price is $1.0545 per unit (as at 21 Nov 2025).

What is the minimum investment amount for the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities managed fund?

The minimum initial investment amount for the Colonial FirstChoice Wholesale Pension - Platypus TTR Australian Equities 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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