InvestSMART

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

Fund Objective
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 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 5.52% 8.76% 15.19% 20.13% 10.28% -% -% -%
Growth return -1.77% 5.34% 7.94% 20.72% 8.47% -% -% -%
Income return 7.29% 3.42% 7.25% -0.59% 1.81% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 1.78% 0.36% 3.06% 7.37% 11.2% 9.81% 10.21% 10.12%
As at 31 Jan 2026. 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
88.55%
International Equities
5.63%
Cash
5.82%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
95.80%
International Equities
4.26%
Cash
-1.03%
Property & Infrastructure
1.32%
Fixed Interest
-0.33%
Alternatives
-0.02%

General Information

Fund Details
Type Description
Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst
Colonial First State Investments Limited
AIL2613AU
Equity Australia Large Blend
Not Rated
Superannuation Fund
20 Nov 2023
$8275639 million (as at 31 Jan 2026)
$1.2601 (as at 10 Feb 2026)
$1.2563 (as at 10 Feb 2026)
Open
Offer information
Type Description
MER 1.44% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR) 1.44% (as at 30 Jun 2025)
Savings plan comments
Redemption comments

Top 10 holdings (as at 31 Jan 2026)

Holding (as at 31 Jan 2026) Type % of Portfolio
Mineral Resources Ltd 13.98%
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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 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 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 5.52%. This was made up of a growth return of -1.77% and an income return of 7.29%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst’s total return for the last three months was 8.76%. This was made up of a growth return of 5.34% and an income return of 3.42%%. These returns were calculated as at 31 Jan 2026.

Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst’s one-year total return is 20.13%. This was made up of a growth return of 20.72% and an income return of -0.59%. These returns were calculated as at 31 Jan 2026.

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 Jan 2026.

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

Australian Equities
88.55%
International Equities
5.63%
Cash
5.82%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst managed fund is Colonial First State Investments Limited.

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

As at 31 Jan 2026, the size of the Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst managed fund was $8275639 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 $1.2601 per unit and the current exit price is $1.2563 per unit (as at 10 Feb 2026).

The current exit price of the Colonial FirstChoice Wholesale Personal Super - L1 Capital Catalyst managed fund is $1.2563 per unit and the current entry price is $1.2601 per unit (as at 10 Feb 2026).

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.