FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity - Managed Fund

The objective of the FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity managed fund is The investment strategy of the option is to provide investors with access to companies listed on the Australian Securities Exchange that Lazard believes are out of favour and trading below their intrinsic value. The number of stocks will generally range between 12 and 40 depending on Lazard’s active investment decisions and assessment of the relative value of the companies. The option may also invest up to 10% in companies listed on the New Zealand Stock Exchange.

The strategy of the FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity managed fund is The investment strategy of the option is to provide investors with access to companies listed on the Australian Securities Exchange that Lazard believes are out of favour and trading below their intrinsic value. The number of stocks will generally range between 12 and 40 depending on Lazard’s active investment decisions and assessment of the relative value of the companies. The option may also invest up to 10% in companies listed on the New Zealand Stock Exchange.

The APIR code of the FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity managed fund is FSF7141AU.

FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity’s total return last month was 2.28%. This was made up of a growth return of 2.37% and an income return of -0.09%. These returns were calculated as at 31 Oct 2026.

FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity’s total return for the last three months was 7.04%. This was made up of a growth return of 7.32% and an income return of -0.28%%. These returns were calculated as at 31 Oct 2026.

FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity’s one-year total return is 16.56%. This was made up of a growth return of 17.58% and an income return of -1.02%. These returns were calculated as at 31 Oct 2026.

FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity’s one-year total return is 9.65%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2026.

The asset allocation of the FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity managed fund is :

The Responsible Entity for the FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity managed fund is Colonial First State Investments Limited.

The FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity managed fund belongs to the Equity Australia Large Value sector/asset class.

As at 31 Oct 2026, the size of the FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity managed fund was $112.23 million.

The FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity managed fund has an inception date of 9 Jun 2018.

The current entry price of the FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity managed fund is $1.9859 per unit and the current exit price is $1.98 per unit (as at 10 Nov 2026).

The current exit price of the FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity managed fund is $1.98 per unit and the current entry price is $1.9859 per unit (as at 10 Nov 2026).

The minimum initial investment amount for the FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity managed fund is $20,000.