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  5. FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth - Managed fund profile

FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth - Managed Fund

Fund Objective
To outperform the MSCI All Country World Index over rolling five year periods before fees and taxes.
Fund Strategy
The option is a purely stock-driven, unconstrained global equity strategy focused on investing in exceptional growth companies. This approach is expressly long term, with Baillie Gifford holding a belief that investing in companies with the scope to grow to multiples of their current size has the potential to transform the returns for investors over time. The option does not hedge currency risk.

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 0.17% 5.71% 6.05% 30.97% 21.16% 20.27% -% -%
Growth return 0.17% 5.71% 6.05% 30.97% 21.16% 20.27% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth
Australian Equities
2.41%
International Equities
96.19%
Cash
1.40%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
1.20%
International Equities
95.75%
Cash
1.75%
Property & Infrastructure
1.16%
Fixed Interest
0%
Alternatives
0.15%

General Information

Fund Details
Type Description
FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth
FSF5674AU
Equity World Large Growth
starstarstar (as at 31 Aug 2025)
Allocated Pension
13 Dec 2021
$3.32 million (as at 31 Aug 2025)
$1.1743 (as at 10 Sep 2025)
$1.1731 (as at 10 Sep 2025)
Open
Offer information
Type Description
MER 1.11% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 1.11% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Amazon.com Inc Equity 6.63%
Login now to view the complete list of holdings.

FAQs about the FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth

The objective of the FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth managed fund is To outperform the MSCI All Country World Index over rolling five year periods before fees and taxes.

The strategy of the FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth managed fund is The option is a purely stock-driven, unconstrained global equity strategy focused on investing in exceptional growth companies. This approach is expressly long term, with Baillie Gifford holding a belief that investing in companies with the scope to grow to multiples of their current size has the potential to transform the returns for investors over time. The option does not hedge currency risk.

The APIR code of the FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth managed fund is FSF5674AU.

FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth’s total return last month was 0.17%. This was made up of a growth return of 0.17% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth’s total return for the last three months was 5.71%. This was made up of a growth return of 5.71% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth’s one-year total return is 30.97%. This was made up of a growth return of 30.97% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth’s one-year total return is 20.27%. This was made up of a growth return of 20.27% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth managed fund is :

Australian Equities
2.41%
International Equities
96.19%
Cash
1.40%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Aug 2025, the size of the FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth managed fund was $3.32 million.

The FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth managed fund has an inception date of 13 Dec 2021.

The current entry price of the FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth managed fund is $1.1743 per unit and the current exit price is $1.1731 per unit (as at 10 Sep 2025).

The current exit price of the FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth managed fund is $1.1731 per unit and the current entry price is $1.1743 per unit (as at 10 Sep 2025).

The minimum initial investment amount for the FirstChoice Wholesale Pension - Baillie Gifford TTR LT Global Growth 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.