InvestSMART

Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst - Managed Fund

Fund Objective
The objective of the option is to deliver strong positive risk adjusted returns over the long term and outperform the S&P/ASX 200 Accumulation Index over rolling seven-year periods before fees and taxes.
Fund Strategy
L1 Capital Catalyst Strategy is a high conviction portfolio of L1 Capital's best stock ideas with an activist overlay. The Strategy focuses on companies with asymmetric return profiles with the ultimate aim of the portfolio delivering strong positive risk-adjusted returns over the long term. The Strategy invests in up to 15 stocks - largely in Australian listed companies - selected using L1 Capital's fundamental bottom-up research process.

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 4.82% 13.96% 11.84% 11.65% -% -% -% -%
Growth return 4.82% 13.96% 11.84% 11.65% -% -% -% -%
Income return 0% 0% 0% 0% -% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return -0.78% 4.71% 14.66% 10.56% 16.03% 15.17% 12.98% 10.11%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst
Australian Equities
88.21%
International Equities
9.78%
Cash
2.01%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.40%
International Equities
5.08%
Cash
-0.72%
Property & Infrastructure
1.40%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst
AIL2613AU
Equity Australia Large Blend
Not Rated
Superannuation Fund
20 Nov 2023
$5.19 million (as at 31 Aug 2025)
$1.1569 (as at 26 Sep 2025)
$1.1534 (as at 26 Sep 2025)
Open
Offer information
Type Description
MER 1.44% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 1.44% (as at 30 Jun 2025)
Performance fee (not included in ICR) 0

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Qantas Airways Ltd Equity 12.54%
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FAQs about the Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst

The objective of the Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst managed fund is The objective of the option is to deliver strong positive risk adjusted returns over the long term and outperform the S&P/ASX 200 Accumulation Index over rolling seven-year periods before fees and taxes.

The strategy of the Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst managed fund is L1 Capital Catalyst Strategy is a high conviction portfolio of L1 Capital's best stock ideas with an activist overlay. The Strategy focuses on companies with asymmetric return profiles with the ultimate aim of the portfolio delivering strong positive risk-adjusted returns over the long term. The Strategy invests in up to 15 stocks - largely in Australian listed companies - selected using L1 Capital's fundamental bottom-up research process.

The APIR code of the Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst managed fund is AIL2613AU.

Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst’s total return last month was 4.82%. This was made up of a growth return of 4.82% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst’s total return for the last three months was 13.96%. This was made up of a growth return of 13.96% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst’s one-year total return is 11.65%. This was made up of a growth return of 11.65% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst’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 31 Aug 2025.

The asset allocation of the Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst managed fund is :

Australian Equities
88.21%
International Equities
9.78%
Cash
2.01%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Aug 2025, the size of the Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst managed fund was $5.19 million.

The Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst managed fund has an inception date of 20 Nov 2023.

The current entry price of the Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst managed fund is $1.1569 per unit and the current exit price is $1.1534 per unit (as at 26 Sep 2025).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst managed fund is $1.1534 per unit and the current entry price is $1.1569 per unit (as at 26 Sep 2025).

The minimum initial investment amount for the Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst 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.