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  5. Futurity Sectoral Active Cash (SA1) - Managed fund profile

Futurity Sectoral Active Cash (SA1) - Managed Fund

Fund Objective
To outperform (before tax and fees) the returns of Australian money markets over rolling two year periods as measured by the Reserve Bank of Australia cash rate.
Fund Strategy
The Fund invests in high quality money market securities, with short-term maturities, to achieve a stable income stream. The fund invests in assets that offer value-for-risk by taking into account economic analysis and market trends. Derivatives may be used for risk management.

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 0.22% 0.68% 1.48% 4.26% 3.4% 2.67% 1.59% -%
Growth return 0.22% 0.68% 1.48% 4.26% 3.4% 2.67% 1.59% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.34% 1.02% 2.13% 4.35% 4.28% 3.67% 2.21% 1.99%
As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Futurity Sectoral Active Cash (SA1)
Cash
79.54%
Fixed Interest
20.46%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Cash
43.46%
Fixed Interest
17.40%
Australian Equities
4.28%
International Equities
7.52%
Property
1.93%
Alternatives
25.41%

General Information

Fund Details
Type Description
Futurity Sectoral Active Cash (SA1)
FIG8878AU
Australian Cash
Not Rated
Investment Fund
20 Feb 2020
n/a
$1.0826 (as at 7 Apr 2025)
$1.0826 (as at 7 Apr 2025)
Open
Offer information
Type Description
MER 0.46% (as at 30 Nov 2023)

Top 10 holdings (as at 30 Nov 2024)

Holding (as at 30 Nov 2024) Type % of Portfolio
Australian Dollar-Cba 185D-Invested Cash (Externally Held) Cash - Currency 12.05%
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FAQs about the Futurity Sectoral Active Cash (SA1)

The objective of the Futurity Sectoral Active Cash (SA1) managed fund is To outperform (before tax and fees) the returns of Australian money markets over rolling two year periods as measured by the Reserve Bank of Australia cash rate.

The strategy of the Futurity Sectoral Active Cash (SA1) managed fund is The Fund invests in high quality money market securities, with short-term maturities, to achieve a stable income stream. The fund invests in assets that offer value-for-risk by taking into account economic analysis and market trends. Derivatives may be used for risk management.

The APIR code of the Futurity Sectoral Active Cash (SA1) managed fund is FIG8878AU.

Futurity Sectoral Active Cash (SA1)’s total return last month was 0.22%. This was made up of a growth return of 0.22% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

Futurity Sectoral Active Cash (SA1)’s total return for the last three months was 0.68%. This was made up of a growth return of 0.68% and an income return of 0%%. These returns were calculated as at 31 Mar 2025.

Futurity Sectoral Active Cash (SA1)’s one-year total return is 4.26%. This was made up of a growth return of 4.26% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

Futurity Sectoral Active Cash (SA1)’s one-year total return is 2.67%. This was made up of a growth return of 2.67% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the Futurity Sectoral Active Cash (SA1) managed fund is :

Cash
79.54%
Fixed Interest
20.46%
Australian Equities
0%
International Equities
0%
Property
0%
Alternatives
0%

The Futurity Sectoral Active Cash (SA1) managed fund belongs to the Australian Cash sector/asset class.

As at , the size of the Futurity Sectoral Active Cash (SA1) managed fund was $ million.

The Futurity Sectoral Active Cash (SA1) managed fund has an inception date of 20 Feb 2020.

The current entry price of the Futurity Sectoral Active Cash (SA1) managed fund is $1.0826 per unit and the current exit price is $1.0826 per unit (as at 7 Apr 2025).

The current exit price of the Futurity Sectoral Active Cash (SA1) managed fund is $1.0826 per unit and the current entry price is $1.0826 per unit (as at 7 Apr 2025).

The minimum initial investment amount for the Futurity Sectoral Active Cash (SA1) 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.