Equip Growth Sup - Managed Fund

Fund Objective

Invests primarily in Australian and overseas shares, while providing some exposure to property, infrastructure and alternative assets. These are growth investments, with small allocations to defensive assets such as fixed interest and cash providing some diversification. Growth/defensive split: 82% / 18%.

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	0.56%	0.42%	5.25%	9.3%	12.16%	11.46%	9.37%	10.13%
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 Jan 2026. 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: 4.55%

Australian Equities: 34.31%

International Equities: 48.43%

Cash: 2.14%

Property & Infrastructure: 4.98%

Fixed Interest: 5.59%

General Information

Fund Details

Type	Description
Fund Name	Equip Growth Sup
APIR Code
Sector/Asset Class	Multisector Aggressive
Morningstar Rating	Not Rated
Legal Structure	Allocated Pension
Fund Inception	29 Sep 2006
Fund Size	$1069653347 million (as at 31 Jan 2026)
Entry Price	$4.01516 (as at 2 Feb 2026)
Exit Price	$4.01516 (as at 2 Feb 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.80% (as at 1 Oct 2025)
Savings plan comments
Redemption comments

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FAQs about the Equip Growth Sup

What is the objective of the Equip Growth Sup managed fund?

The objective of the Equip Growth Sup managed fund is Invests primarily in Australian and overseas shares, while providing some exposure to property, infrastructure and alternative assets. These are growth investments, with small allocations to defensive assets such as fixed interest and cash providing some diversification. Growth/defensive split: 82% / 18%.

What is the strategy for the Equip Growth Sup managed fund?

The strategy of the Equip Growth Sup managed fund is Invests primarily in Australian and overseas shares, while providing some exposure to property, infrastructure and alternative assets. These are growth investments, with small allocations to defensive assets such as fixed interest and cash providing some diversification. Growth/defensive split: 82% / 18%.

What is the APIR code of the Equip Growth Sup managed fund?

The APIR code of the Equip Growth Sup managed fund is .

What was Equip Growth Sup’s total return last month?

Equip Growth Sup’s total return last month was 0.56%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.

What was Equip Growth Sup’s total return for the last three months?

Equip Growth Sup’s total return for the last three months was 0.42%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jan 2026.

What is Equip Growth Sup’s one-year total return?

Equip Growth Sup’s one-year total return is 9.3%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.

What is Equip Growth Sup’s three-year total return?

Equip Growth Sup’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 Jan 2026.

What is the asset allocation of the Equip Growth Sup managed fund?

The asset allocation of the Equip Growth Sup 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 Equip Growth Sup managed fund belong to?

The Equip Growth Sup managed fund belongs to the Multisector Aggressive sector/asset class.

What is the size of the Equip Growth Sup managed fund?

As at 31 Jan 2026, the size of the Equip Growth Sup managed fund was $1069653347 million.

What is the inception date of the Equip Growth Sup managed fund?

The Equip Growth Sup managed fund has an inception date of 29 Sep 2006.

What is the current entry price of the Equip Growth Sup managed fund?

The current entry price of the Equip Growth Sup managed fund is $4.01516 per unit and the current exit price is $4.01516 per unit (as at 2 Feb 2026).

What is the current exit price of the Equip Growth Sup managed fund?

The current exit price of the Equip Growth Sup managed fund is $4.01516 per unit and the current entry price is $4.01516 per unit (as at 2 Feb 2026).

What is the minimum investment amount for the Equip Growth Sup managed fund?

The minimum initial investment amount for the Equip Growth Sup 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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