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  5. AustralianSuper High Growth Pension - Managed fund profile

AustralianSuper High Growth Pension - Managed Fund

Fund Objective
To outperform (after fees) the annual returns of the median growth fund and an average annual return of CPI1 5% over the long term.
Fund Strategy
An aggressive diversified option that invests across most asset classes, with a large proportion in Australian and international shares.

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 3.56% 4.98% 8.78% 18.17% 11.87% 7.18% 9% 10.17%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 3.58% 5.32% 10.87% 23.14% 14.25% 8.16% 8.88% 9.51%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AustralianSuper High Growth Pension
Australian Equities
33.37%
International Equities
56.45%
Cash
4.87%
Property
2.47%
Fixed Interest
2.79%
Alternatives
0.06%
Average Allocation of Peers
Australian Equities
34.27%
International Equities
48.56%
Cash
3.14%
Property
4.90%
Fixed Interest
5.64%
Alternatives
3.49%

General Information

Fund Details
Type Description
AustralianSuper High Growth Pension
AustralianSuper Pty Ltd
Multisector Aggressive
starstarstarstar (as at 30 Nov 2024)
Allocated Pension
2 Jan 2008
$2686.29 million (as at 30 Nov 2024)
n/a
n/a
Open
Offer information
Type Description
MER 0.71% (as at 19 Jul 2024)
Indirect Cost Ratio (ICR) 0.51% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0.09
Minimum initial investment
Minimum additional investments
Minimum redemption amount $1,000.00

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
Unlisted Infrastructure Alternatives - Infrastructure 10.44%
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FAQs about the AustralianSuper High Growth Pension

The objective of the AustralianSuper High Growth Pension managed fund is To outperform (after fees) the annual returns of the median growth fund and an average annual return of CPI1 + 5% over the long term.

The strategy of the AustralianSuper High Growth Pension managed fund is An aggressive diversified option that invests across most asset classes, with a large proportion in Australian and international shares.

The APIR code of the AustralianSuper High Growth Pension managed fund is .

AustralianSuper High Growth Pension’s total return last month was 3.56%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2024.

AustralianSuper High Growth Pension’s total return for the last three months was 4.98%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Nov 2024.

AustralianSuper High Growth Pension’s one-year total return is 18.17%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2024.

AustralianSuper High Growth Pension’s one-year total return is 7.18%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the AustralianSuper High Growth Pension managed fund is :

Australian Equities
33.37%
International Equities
56.45%
Cash
4.87%
Property
2.47%
Fixed Interest
2.79%
Alternatives
0.06%

The Responsible Entity for the AustralianSuper High Growth Pension managed fund is AustralianSuper Pty Ltd.

The AustralianSuper High Growth Pension managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Nov 2024, the size of the AustralianSuper High Growth Pension managed fund was $2686.29 million.

The AustralianSuper High Growth Pension managed fund has an inception date of 2 Jan 2008.

The current entry price of the AustralianSuper High Growth Pension managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the AustralianSuper High Growth Pension managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the AustralianSuper High Growth Pension 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.