FirstChoice Wholesale Pension - Aspect TTR Diversified Futures - Managed Fund

Fund Objective

Aspect takes a quantitative and systematic investment approach. Aspect's trend-following systems trade in over 230 of the most liquid global futures and forward markets and employ a fully automated system to process and analyse market data as well as idiosyncratic non-price data in order to identify and exploit directional moves (or 'trends') in markets. By maintaining comparatively small exposures to any individual contract, Aspect achieves sector and contract diversification. The option aims to minimise unintentional currency exposure.

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

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	6.25%	14.42%	24.62%	13.06%	1.74%	4.33%	11.05%	-%
Growth return	-1.33%	9.4%	17.92%	13.8%	-1.11%	6.59%	10.13%	-%
Income return	7.58%	5.02%	6.7%	-0.74%	2.85%	-2.26%	0.92%	-%
Market index (RBA Bank accepted Bills 90 Days)
Total return	0.3%	0.92%	1.82%	3.76%	4.06%	4.09%	2.88%	2.13%

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

Asset Allocation

FirstChoice Wholesale Pension - Aspect TTR Diversified Futures

Cash: 36.14%

Alternatives: 63.86%

Australian Equities: 0%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Average Allocation of Peers

Cash: 55.75%

Alternatives: 18.53%

Australian Equities: 4.70%

International Equities: 3.26%

Property & Infrastructure: 1.98%

Fixed Interest: 15.78%

General Information

Fund Details

Type	Description
Fund Name	FirstChoice Wholesale Pension - Aspect TTR Diversified Futures
Responsible Entity	Colonial First State Investments Limited
APIR Code	FSF5496AU
Sector/Asset Class	Alternative - Systematic Trend
Morningstar Rating	Not Rated (as at 28 Feb 2026)
Legal Structure	Allocated Pension
Fund Inception	9 Jun 2018
Fund Size	$53.83 million (as at 28 Feb 2026)
Entry Price	$1.7276 (as at 13 Mar 2026)
Exit Price	$1.7276 (as at 13 Mar 2026)
Fund Status	Open

Offer information

Type	Description
MER	2.08% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR)	5.13% (as at 30 Jun 2025)
Performance fee (not included in ICR)	2.48
Minimum initial investment	$20,000

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FAQs about the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures

What is the objective of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund?

The objective of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund is Aspect takes a quantitative and systematic investment approach. Aspect's trend-following systems trade in over 230 of the most liquid global futures and forward markets and employ a fully automated system to process and analyse market data as well as idiosyncratic non-price data in order to identify and exploit directional moves (or 'trends') in markets. By maintaining comparatively small exposures to any individual contract, Aspect achieves sector and contract diversification. The option aims to minimise unintentional currency exposure.

What is the strategy for the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund?

The strategy of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund is Aspect takes a quantitative and systematic investment approach. Aspect's trend-following systems trade in over 230 of the most liquid global futures and forward markets and employ a fully automated system to process and analyse market data as well as idiosyncratic non-price data in order to identify and exploit directional moves (or 'trends') in markets. By maintaining comparatively small exposures to any individual contract, Aspect achieves sector and contract diversification. The option aims to minimise unintentional currency exposure.

What is the APIR code of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund?

The APIR code of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund is FSF5496AU.

What was FirstChoice Wholesale Pension - Aspect TTR Diversified Futures’s total return last month?

FirstChoice Wholesale Pension - Aspect TTR Diversified Futures’s total return last month was 6.25%. This was made up of a growth return of -1.33% and an income return of 7.58%. These returns were calculated as at 28 Feb 2026.

What was FirstChoice Wholesale Pension - Aspect TTR Diversified Futures’s total return for the last three months?

FirstChoice Wholesale Pension - Aspect TTR Diversified Futures’s total return for the last three months was 14.42%. This was made up of a growth return of 9.4% and an income return of 5.02%%. These returns were calculated as at 28 Feb 2026.

What is FirstChoice Wholesale Pension - Aspect TTR Diversified Futures’s one-year total return?

FirstChoice Wholesale Pension - Aspect TTR Diversified Futures’s one-year total return is 13.06%. This was made up of a growth return of 13.8% and an income return of -0.74%. These returns were calculated as at 28 Feb 2026.

What is FirstChoice Wholesale Pension - Aspect TTR Diversified Futures’s three-year total return?

FirstChoice Wholesale Pension - Aspect TTR Diversified Futures’s one-year total return is 4.33%. This was made up of a growth return of 6.59% and an income return of -2.26%. These returns were calculated as at 28 Feb 2026.

What is the asset allocation of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund?

The asset allocation of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund is :

Cash: 36.14%

Alternatives: 63.86%

Australian Equities: 0%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Who is the responsible Entity of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund?

The Responsible Entity for the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund is Colonial First State Investments Limited.

What sector/asset class does the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund belong to?

The FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund belongs to the Alternative - Systematic Trend sector/asset class.

What is the size of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund?

As at 28 Feb 2026, the size of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund was $53.83 million.

What is the inception date of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund?

The FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund has an inception date of 9 Jun 2018.

What is the current entry price of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund?

The current entry price of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund is $1.7276 per unit and the current exit price is $1.7276 per unit (as at 13 Mar 2026).

What is the current exit price of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund?

The current exit price of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund is $1.7276 per unit and the current entry price is $1.7276 per unit (as at 13 Mar 2026).

What is the minimum investment amount for the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund?

The minimum initial investment amount for the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures 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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