BUSSQ High Growth Pension - Managed Fund

Fund Objective

For the annual rate credited to members to exceed change in the Consumer Price Index by 3.75 per annum over rolling 10 years.

Fund Strategy

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.3%	-0.05%	1.5%	7.22%	10.34%	10.67%	-%	-%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return	0.45%	0.07%	5.13%	9.72%	13.75%	13.16%	10.52%	10.43%

As at 31 Dec 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Alternatives: 4.40%

Australian Equities: 51.92%

International Equities: 31.70%

Cash: 2.18%

Property & Infrastructure: 4.65%

Fixed Interest: 5.16%

General Information

Fund Details

Type	Description
Fund Name	BUSSQ High Growth Pension
APIR Code
Sector/Asset Class	Multisector Aggressive
Morningstar Rating	Not Rated
Legal Structure	Allocated Pension
Fund Inception	1 Jan 1900
Fund Size	$28346387 million (as at 31 Dec 2025)
Entry Price	n/a
Exit Price	n/a
Fund Status	Open

Offer information

Type	Description
MER	0.91% (as at 1 Oct 2024)
Savings plan comments
Redemption comments

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FAQs about the BUSSQ High Growth Pension

What is the objective of the BUSSQ High Growth Pension managed fund?

The objective of the BUSSQ High Growth Pension managed fund is For the annual rate credited to members to exceed change in the Consumer Price Index by +3.75 per annum over rolling 10 years.

What is the strategy for the BUSSQ High Growth Pension managed fund?

The strategy of the BUSSQ High Growth Pension managed fund is

What is the APIR code of the BUSSQ High Growth Pension managed fund?

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

What was BUSSQ High Growth Pension’s total return last month?

BUSSQ High Growth Pension’s total return last month was 0.3%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

What was BUSSQ High Growth Pension’s total return for the last three months?

BUSSQ High Growth Pension’s total return for the last three months was -0.05%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Dec 2025.

What is BUSSQ High Growth Pension’s one-year total return?

BUSSQ High Growth Pension’s one-year total return is 7.22%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

What is BUSSQ High Growth Pension’s three-year total return?

BUSSQ High Growth Pension’s one-year total return is 10.67%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

What is the asset allocation of the BUSSQ High Growth Pension managed fund?

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

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

What sector/asset class does the BUSSQ High Growth Pension managed fund belong to?

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

What is the size of the BUSSQ High Growth Pension managed fund?

As at 31 Dec 2025, the size of the BUSSQ High Growth Pension managed fund was $28346387 million.

What is the inception date of the BUSSQ High Growth Pension managed fund?

The BUSSQ High Growth Pension managed fund has an inception date of 1 Jan 1900.

What is the current entry price of the BUSSQ High Growth Pension managed fund?

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

What is the current exit price of the BUSSQ High Growth Pension managed fund?

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

What is the minimum investment amount for the BUSSQ High Growth Pension managed fund?

The minimum initial investment amount for the BUSSQ High Growth 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.

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