InvestSMART

FirstChoice Wholesale Pension - FSI TTR Global Property Securities - Managed Fund

Fund Objective
To identify undervalued global real estate securities with minimal downside risk, sustainable earnings growth and good qualitative attributes. To provide exposure to a broad selection of property-related investment opportunities. The option aims to hedge currency exposure.
Fund Strategy
To identify undervalued global real estate securities with minimal downside risk, sustainable earnings growth and good qualitative attributes. To provide exposure to a broad selection of property-related investment opportunities. The option aims to hedge currency exposure.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.99% 3.17% 6.91% 7.42% 5.78% 2.63% -% -%
Growth return 5.06% 5.43% 8.76% 11.36% 8.84% 5.49% -% -%
Income return -3.07% -2.26% -1.85% -3.94% -3.06% -2.86% -% -%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

FirstChoice Wholesale Pension - FSI TTR Global Property Securities
International Equities
16.27%
Cash
2.05%
Property & Infrastructure
81.68%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
14.07%
Cash
2.34%
Property & Infrastructure
80.98%
Australian Equities
1.74%
Fixed Interest
0.05%
Alternatives
0.83%

General Information

Fund Details
Type Description
FirstChoice Wholesale Pension - FSI TTR Global Property Securities
Colonial First State Investments Limited
FSF8687AU
Equity Global Real Estate
starstarstar (as at 31 Jan 2026)
Allocated Pension
13 Dec 2021
$2631807 million (as at 31 Jan 2026)
$0.9716 (as at 16 Feb 2026)
$0.9686 (as at 16 Feb 2026)
Open
Offer information
Type Description
MER 1.05% (as at 22 Nov 2025)
Indirect Cost Ratio (ICR) 1.29% (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
Equinix Inc 8.72%
Login now to view the complete list of holdings.
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One
How to Assess your Managed Fund: And How to Choose the Next One
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the FirstChoice Wholesale Pension - FSI TTR Global Property Securities

The objective of the FirstChoice Wholesale Pension - FSI TTR Global Property Securities managed fund is To identify undervalued global real estate securities with minimal downside risk, sustainable earnings growth and good qualitative attributes. To provide exposure to a broad selection of property-related investment opportunities. The option aims to hedge currency exposure.

The strategy of the FirstChoice Wholesale Pension - FSI TTR Global Property Securities managed fund is To identify undervalued global real estate securities with minimal downside risk, sustainable earnings growth and good qualitative attributes. To provide exposure to a broad selection of property-related investment opportunities. The option aims to hedge currency exposure.

The APIR code of the FirstChoice Wholesale Pension - FSI TTR Global Property Securities managed fund is FSF8687AU.

FirstChoice Wholesale Pension - FSI TTR Global Property Securities’s total return last month was 1.99%. This was made up of a growth return of 5.06% and an income return of -3.07%. These returns were calculated as at 31 Jan 2026.

FirstChoice Wholesale Pension - FSI TTR Global Property Securities’s total return for the last three months was 3.17%. This was made up of a growth return of 5.43% and an income return of -2.26%%. These returns were calculated as at 31 Jan 2026.

FirstChoice Wholesale Pension - FSI TTR Global Property Securities’s one-year total return is 7.42%. This was made up of a growth return of 11.36% and an income return of -3.94%. These returns were calculated as at 31 Jan 2026.

FirstChoice Wholesale Pension - FSI TTR Global Property Securities’s one-year total return is 2.63%. This was made up of a growth return of 5.49% and an income return of -2.86%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the FirstChoice Wholesale Pension - FSI TTR Global Property Securities managed fund is :

International Equities
16.27%
Cash
2.05%
Property & Infrastructure
81.68%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the FirstChoice Wholesale Pension - FSI TTR Global Property Securities managed fund is Colonial First State Investments Limited.

The FirstChoice Wholesale Pension - FSI TTR Global Property Securities managed fund belongs to the Equity Global Real Estate sector/asset class.

As at 31 Jan 2026, the size of the FirstChoice Wholesale Pension - FSI TTR Global Property Securities managed fund was $2631807 million.

The FirstChoice Wholesale Pension - FSI TTR Global Property Securities managed fund has an inception date of 13 Dec 2021.

The current entry price of the FirstChoice Wholesale Pension - FSI TTR Global Property Securities managed fund is $0.9716 per unit and the current exit price is $0.9686 per unit (as at 16 Feb 2026).

The current exit price of the FirstChoice Wholesale Pension - FSI TTR Global Property Securities managed fund is $0.9686 per unit and the current entry price is $0.9716 per unit (as at 16 Feb 2026).

The minimum initial investment amount for the FirstChoice Wholesale Pension - FSI TTR Global Property Securities 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.