FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus - Managed Fund

The objective of the FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus managed fund is The option uses a blend of quantitative and fundamental investment techniques to select long and short positions from within eight custom stock groups. Maintains a low net exposure to these groups which can control thematic risks in the portfolio and perform more consistently across varied market environments. The systematic quantitative strategy allows the option to exploit behavioral biases that exist across markets while the fundamental strategy uses the experience and insights of the investment team to identify investment opportunities.

The strategy of the FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus managed fund is The option uses a blend of quantitative and fundamental investment techniques to select long and short positions from within eight custom stock groups. Maintains a low net exposure to these groups which can control thematic risks in the portfolio and perform more consistently across varied market environments. The systematic quantitative strategy allows the option to exploit behavioral biases that exist across markets while the fundamental strategy uses the experience and insights of the investment team to identify investment opportunities.

The APIR code of the FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus managed fund is AIL5621AU.

FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus’s total return last month was 0.92%. This was made up of a growth return of 1.01% and an income return of -0.09%. These returns were calculated as at 30 Jun 2026.

FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus’s total return for the last three months was 3.71%. This was made up of a growth return of 3.99% and an income return of -0.28%%. These returns were calculated as at 30 Jun 2026.

FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus’s one-year total return is 0.83%. This was made up of a growth return of 1.39% and an income return of -0.56%. These returns were calculated as at 30 Jun 2026.

FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus’s one-year total return is 7.74%. This was made up of a growth return of 7.94% and an income return of -0.2%. These returns were calculated as at 30 Jun 2026.

The asset allocation of the FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus managed fund is :

The Responsible Entity for the FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus managed fund is Colonial First State Investments Limited.

The FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 May 2026, the size of the FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus managed fund was $0.96 million.

The FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus managed fund has an inception date of 21 Nov 2022.

The current entry price of the FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus managed fund is $1.2628 per unit and the current exit price is $1.259 per unit (as at 6 Jul 2026).

The current exit price of the FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus managed fund is $1.259 per unit and the current entry price is $1.2628 per unit (as at 6 Jul 2026).

The minimum initial investment amount for the FirstChoice Wholesale Pension - Sage Capital TTR Equity Plus managed fund is $20,000.