InvestSMART

CBUS Growth Plus SIS - Managed Fund

Fund Objective
This option invests in a range of assets including shares, property, private equity, infrastructure, fixed interest and cash.
Fund Strategy
This option invests in a range of assets including shares, property, private equity, infrastructure, fixed interest and cash.

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 0.66% 1.27% 5.27% 10.58% 11.82% 11.46% -% -%
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

CBUS Growth Plus SIS
Australian Equities
41.15%
International Equities
35.10%
Cash
0.72%
Property & Infrastructure
10.40%
Fixed Interest
10.34%
Alternatives
2.29%
Average Allocation of Peers
Australian Equities
34.15%
International Equities
47.27%
Cash
2.07%
Property & Infrastructure
5.26%
Fixed Interest
5.53%
Alternatives
5.72%

General Information

Fund Details
Type Description
CBUS Growth Plus SIS
United Super Pty Ltd
Multisector Aggressive
starstar (as at 30 Jun 2025)
Allocated Pension
14 Feb 2022
$234982359 million (as at 31 Dec 2025)
n/a
n/a
Open
Offer information
Type Description
MER 0.80% (as at 5 Sep 2025)
Indirect Cost Ratio (ICR) 0.77% (as at 30 Jun 2024)
Savings plan comments
Redemption comments

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Cbus Property 4.73%
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FAQs about the CBUS Growth Plus SIS

The objective of the CBUS Growth Plus SIS managed fund is This option invests in a range of assets including shares, property, private equity, infrastructure, fixed interest and cash.

The strategy of the CBUS Growth Plus SIS managed fund is This option invests in a range of assets including shares, property, private equity, infrastructure, fixed interest and cash.

The APIR code of the CBUS Growth Plus SIS managed fund is .

CBUS Growth Plus SIS’s total return last month was 0.66%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

CBUS Growth Plus SIS’s total return for the last three months was 1.27%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Dec 2025.

CBUS Growth Plus SIS’s one-year total return is 10.58%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

CBUS Growth Plus SIS’s one-year total return is 11.46%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

The asset allocation of the CBUS Growth Plus SIS managed fund is :

Australian Equities
41.15%
International Equities
35.10%
Cash
0.72%
Property & Infrastructure
10.40%
Fixed Interest
10.34%
Alternatives
2.29%

The Responsible Entity for the CBUS Growth Plus SIS managed fund is United Super Pty Ltd.

The CBUS Growth Plus SIS managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Dec 2025, the size of the CBUS Growth Plus SIS managed fund was $234982359 million.

The CBUS Growth Plus SIS managed fund has an inception date of 14 Feb 2022.

The current entry price of the CBUS Growth Plus SIS managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the CBUS Growth Plus SIS managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the CBUS Growth Plus SIS 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.