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FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share - Managed Fund

Fund Objective
The option aims for a portfolio of high quality companies which have net positive alignment with one or more of the UN's Sustainable Development Goals (SDGs), exceed Alphinity's minimum Environmental, Social and Corporate Governance (ESG) criteria, and fit the investment process described below. The SDGs are a globally-recognised framework that address themes such as climate change, inclusion, healthy lives, and poverty.
Fund Strategy
The option aims for a portfolio of high quality companies which have net positive alignment with one or more of the UN's Sustainable Development Goals (SDGs), exceed Alphinity's minimum Environmental, Social and Corporate Governance (ESG) criteria, and fit the investment process described below. The SDGs are a globally-recognised framework that address themes such as climate change, inclusion, healthy lives, and poverty.

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 5.98% 8.29% 3.07% 15.84% 13.48% 12.19% -% -%
Growth return -0.29% 6.42% 4.7% 18.39% 11.76% 12.33% -% -%
Income return 6.27% 1.87% -1.63% -2.55% 1.72% -0.14% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 4.11% 7.34% 4.07% 16.19% 13.02% 12.22% 10.78% 10.76%
As at 28 Feb 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share
Australian Equities
89.46%
International Equities
9.42%
Cash
1.12%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
95.85%
International Equities
4.24%
Cash
-1.01%
Property & Infrastructure
1.26%
Fixed Interest
-0.33%
Alternatives
-0.02%

General Information

Fund Details
Type Description
FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share
Colonial First State Investments Limited
FSF7742AU
Equity Australia Large Blend
starstarstar (as at 28 Feb 2026)
Allocated Pension
13 Dec 2021
$0.59 million (as at 28 Feb 2026)
$1.3487 (as at 11 Mar 2026)
$1.3446 (as at 11 Mar 2026)
Open
Offer information
Type Description
MER 1.21% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR) 1.21% (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
BHP Group Ltd 10.68%
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FAQs about the FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share

The objective of the FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share managed fund is The option aims for a portfolio of high quality companies which have net positive alignment with one or more of the UN's Sustainable Development Goals (SDGs), exceed Alphinity's minimum Environmental, Social and Corporate Governance (ESG) criteria, and fit the investment process described below. The SDGs are a globally-recognised framework that address themes such as climate change, inclusion, healthy lives, and poverty.

The strategy of the FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share managed fund is The option aims for a portfolio of high quality companies which have net positive alignment with one or more of the UN's Sustainable Development Goals (SDGs), exceed Alphinity's minimum Environmental, Social and Corporate Governance (ESG) criteria, and fit the investment process described below. The SDGs are a globally-recognised framework that address themes such as climate change, inclusion, healthy lives, and poverty.

The APIR code of the FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share managed fund is FSF7742AU.

FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share’s total return last month was 5.98%. This was made up of a growth return of -0.29% and an income return of 6.27%. These returns were calculated as at 28 Feb 2026.

FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share’s total return for the last three months was 8.29%. This was made up of a growth return of 6.42% and an income return of 1.87%%. These returns were calculated as at 28 Feb 2026.

FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share’s one-year total return is 15.84%. This was made up of a growth return of 18.39% and an income return of -2.55%. These returns were calculated as at 28 Feb 2026.

FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share’s one-year total return is 12.19%. This was made up of a growth return of 12.33% and an income return of -0.14%. These returns were calculated as at 28 Feb 2026.

The asset allocation of the FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share managed fund is :

Australian Equities
89.46%
International Equities
9.42%
Cash
1.12%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share managed fund is Colonial First State Investments Limited.

The FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 28 Feb 2026, the size of the FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share managed fund was $0.59 million.

The FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share managed fund has an inception date of 13 Dec 2021.

The current entry price of the FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share managed fund is $1.3487 per unit and the current exit price is $1.3446 per unit (as at 11 Mar 2026).

The current exit price of the FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share managed fund is $1.3446 per unit and the current entry price is $1.3487 per unit (as at 11 Mar 2026).

The minimum initial investment amount for the FirstChoice Wholesale Pension - Alphinity TTR Sustainable Share 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.