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  5. Brighter Super Diversified Fixed Interest Pension - Managed fund profile

Brighter Super Diversified Fixed Interest Pension - Managed Fund

Fund Objective
Return target is to outperform the weighted average return from the Bloomberg AusBond Composite Bond Index (All Maturities) (50%) and the Bloomberg Barclays Global Aggregate Index (hedged to Australian Dollars) (50%) over rolling 3-year periods after investment fees but before taxes.
Fund Strategy
Return target is to outperform the weighted average return from the Bloomberg AusBond Composite Bond Index (All Maturities) (50%) and the Bloomberg Barclays Global Aggregate Index (hedged to Australian Dollars) (50%) over rolling 3-year periods after investment fees but before taxes.

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 -1.74% -% 2.85% 7.96% 3.69% -1.05% -0.59% -%
Growth return -1.74% 2.35% 2.85% 7.96% 3.69% -1.05% -0.59% -%
Income return 0% -% 0% 0% 0% 0% 0% -%
Market index (MorningstarAus BBG AuBd Cmp/BCGA TR HAUD)
Total return -1.69% 0.07% 3.14% 7.72% 3.51% -1.25% -0.63% 2.07%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Fixed Interest
98.95%
Australian Equities
0%
International Equities
0.03%
Cash
0.24%
Alternatives
0.79%

General Information

Fund Details
Type Description
Brighter Super Diversified Fixed Interest Pension
Bonds - Global / Australia
starstarstar (as at 31 Jul 2024)
Allocated Pension
1 Jul 2017
n/a
$1.24095 (as at 26 Nov 2024)
$1.24095 (as at 26 Nov 2024)
Finalised
Offer information
Type Description
MER 0.33% (as at 31 May 2024)

FAQs about the Brighter Super Diversified Fixed Interest Pension

The objective of the Brighter Super Diversified Fixed Interest Pension managed fund is Return target is to outperform the weighted average return from the Bloomberg AusBond Composite Bond Index (All Maturities) (50%) and the Bloomberg Barclays Global Aggregate Index (hedged to Australian Dollars) (50%) over rolling 3-year periods after investment fees but before taxes.

The strategy of the Brighter Super Diversified Fixed Interest Pension managed fund is Return target is to outperform the weighted average return from the Bloomberg AusBond Composite Bond Index (All Maturities) (50%) and the Bloomberg Barclays Global Aggregate Index (hedged to Australian Dollars) (50%) over rolling 3-year periods after investment fees but before taxes.

The APIR code of the Brighter Super Diversified Fixed Interest Pension managed fund is .

Brighter Super Diversified Fixed Interest Pension’s total return last month was -1.74%. This was made up of a growth return of -1.74% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Brighter Super Diversified Fixed Interest Pension’s total return for the last three months was -%. This was made up of a growth return of 2.35% and an income return of -%%. These returns were calculated as at 31 Oct 2024.

Brighter Super Diversified Fixed Interest Pension’s one-year total return is 7.96%. This was made up of a growth return of 7.96% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Brighter Super Diversified Fixed Interest Pension’s one-year total return is -1.05%. This was made up of a growth return of -1.05% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Brighter Super Diversified Fixed Interest Pension managed fund is :

Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Alternatives
0%

The Brighter Super Diversified Fixed Interest Pension managed fund belongs to the Bonds - Global / Australia sector/asset class.

As at , the size of the Brighter Super Diversified Fixed Interest Pension managed fund was $ million.

The Brighter Super Diversified Fixed Interest Pension managed fund has an inception date of 1 Jul 2017.

The current entry price of the Brighter Super Diversified Fixed Interest Pension managed fund is $1.24095 per unit and the current exit price is $1.24095 per unit (as at 26 Nov 2024).

The current exit price of the Brighter Super Diversified Fixed Interest Pension managed fund is $1.24095 per unit and the current entry price is $1.24095 per unit (as at 26 Nov 2024).

The minimum initial investment amount for the Brighter Super Diversified Fixed Interest Pension 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.