InvestSMART

FirstChoice Wholesale Pension - Aspect TTR Diversified Futures - Managed Fund

Fund Objective
To generate significant medium-term capital growth independent of overall movements in traditional stock and bond markets within a rigorous risk management framework. The option aims to provide a return greater than the Reserve Bank of Australia cash rate over rolling three-year periods after fees and taxes.
Fund Strategy
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 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 1.96% 8.91% 11.84% -2.01% -0.49% 0.78% 9.71% -%
Growth return 1.96% 8.91% 11.84% -2.01% -0.49% 0.78% 9.71% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.28% 0.86% 1.78% 3.86% 4.13% 4.04% 2.69% 2.09%
As at 30 Nov 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

FirstChoice Wholesale Pension - Aspect TTR Diversified Futures
Cash
35.38%
Alternatives
64.62%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Average Allocation of Peers
Cash
46.24%
Alternatives
20.29%
Australian Equities
3.91%
International Equities
7.32%
Property & Infrastructure
1.87%
Fixed Interest
20.38%

General Information

Fund Details
Type Description
FirstChoice Wholesale Pension - Aspect TTR Diversified Futures
FSF5496AU
Alternative - Systematic Trend
Not Rated
Allocated Pension
9 Jun 2018
$1.87 million (as at 30 Nov 2025)
$1.57 (as at 12 Dec 2025)
$1.57 (as at 12 Dec 2025)
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

The objective of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund is To generate significant medium-term capital growth independent of overall movements in traditional stock and bond markets within a rigorous risk management framework. The option aims to provide a return greater than the Reserve Bank of Australia cash rate over rolling three-year periods after fees and taxes.

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.

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

FirstChoice Wholesale Pension - Aspect TTR Diversified Futures’s total return last month was 1.96%. This was made up of a growth return of 1.96% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

FirstChoice Wholesale Pension - Aspect TTR Diversified Futures’s total return for the last three months was 8.91%. This was made up of a growth return of 8.91% and an income return of 0%%. These returns were calculated as at 30 Nov 2025.

FirstChoice Wholesale Pension - Aspect TTR Diversified Futures’s one-year total return is -2.01%. This was made up of a growth return of -2.01% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

FirstChoice Wholesale Pension - Aspect TTR Diversified Futures’s one-year total return is 0.78%. This was made up of a growth return of 0.78% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

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

Cash
35.38%
Alternatives
64.62%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%

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

As at 30 Nov 2025, the size of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund was $1.87 million.

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

The current entry price of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund is $1.57 per unit and the current exit price is $1.57 per unit (as at 12 Dec 2025).

The current exit price of the FirstChoice Wholesale Pension - Aspect TTR Diversified Futures managed fund is $1.57 per unit and the current entry price is $1.57 per unit (as at 12 Dec 2025).

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.