InvestSMART

ART Lifecycle Balanced Sup - Managed Fund

Fund Objective
Invests in a wide variety of asset classes to gain the benefit of diversification.
Fund Strategy
Invests in a wide variety of asset classes to gain the benefit of diversification.

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 0.13% 0% 3.44% 7.14% 9.89% 9.44% 8.76% 8.73%
Growth return 0.2% 0.07% 3.51% 7.21% 9.93% 9.47% 8.77% 8.74%
Income return -0.07% -0.07% -0.07% -0.07% -0.04% -0.03% -0.01% -0.01%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.38% -0.09% 4.07% 8.34% 11.24% 10.63% 8.07% 8.42%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ART Lifecycle Balanced Sup
Australian Equities
35.78%
International Equities
37.45%
Cash
1.57%
Property & Infrastructure
9.38%
Fixed Interest
12.70%
Alternatives
3.13%
Average Allocation of Peers
Australian Equities
27.60%
International Equities
34.48%
Cash
5.15%
Property & Infrastructure
6.28%
Fixed Interest
20.64%
Alternatives
5.85%

General Information

Fund Details
Type Description
ART Lifecycle Balanced Sup
Multisector Growth
starstarstarstarstar (as at 31 Jan 2026)
Superannuation Fund
4 Oct 2013
$27533081231 million (as at 31 Jan 2026)
$2.71894 (as at 31 Jan 2026)
$2.71894 (as at 31 Jan 2026)
Open
Offer information
Type Description
MER 0.86% (as at 1 Oct 2025)
Indirect Cost Ratio (ICR) 0.69% (as at 30 Jun 2025)
Performance fee (not included in ICR) 0.1
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Morgan Stanley Investment Management (Australia) Pty Limited Alternatives - Private Equity 3.80%
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FAQs about the ART Lifecycle Balanced Sup

The objective of the ART Lifecycle Balanced Sup managed fund is Invests in a wide variety of asset classes to gain the benefit of diversification.

The strategy of the ART Lifecycle Balanced Sup managed fund is Invests in a wide variety of asset classes to gain the benefit of diversification.

The APIR code of the ART Lifecycle Balanced Sup managed fund is .

ART Lifecycle Balanced Sup’s total return last month was 0.13%. This was made up of a growth return of 0.2% and an income return of -0.07%. These returns were calculated as at 31 Jan 2026.

ART Lifecycle Balanced Sup’s total return for the last three months was 0%. This was made up of a growth return of 0.07% and an income return of -0.07%%. These returns were calculated as at 31 Jan 2026.

ART Lifecycle Balanced Sup’s one-year total return is 7.14%. This was made up of a growth return of 7.21% and an income return of -0.07%. These returns were calculated as at 31 Jan 2026.

ART Lifecycle Balanced Sup’s one-year total return is 9.44%. This was made up of a growth return of 9.47% and an income return of -0.03%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the ART Lifecycle Balanced Sup managed fund is :

Australian Equities
35.78%
International Equities
37.45%
Cash
1.57%
Property & Infrastructure
9.38%
Fixed Interest
12.70%
Alternatives
3.13%

The ART Lifecycle Balanced Sup managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Jan 2026, the size of the ART Lifecycle Balanced Sup managed fund was $27533081231 million.

The ART Lifecycle Balanced Sup managed fund has an inception date of 4 Oct 2013.

The current entry price of the ART Lifecycle Balanced Sup managed fund is $2.71894 per unit and the current exit price is $2.71894 per unit (as at 31 Jan 2026).

The current exit price of the ART Lifecycle Balanced Sup managed fund is $2.71894 per unit and the current entry price is $2.71894 per unit (as at 31 Jan 2026).

The minimum initial investment amount for the ART Lifecycle Balanced Sup managed fund is $0. Minimum additional investment is $0.

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.