Futurity Sectoral Active Responsible Invm 2 SA8 - Managed Fund

Fund Objective

The Fund provides the opportunity to invest in a diversified share portfolio of companies selected on the basis of their social, environmental and financial credentials. The Fund has a bias towards smaller capitalisation stocks listed on the ASX.

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

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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	-1.17%	-4.56%	-3.93%	-3.02%	5.54%	5.45%	-%	-%
Growth return	-2.24%	-%	-0.71%	0.93%	6.44%	6.81%	-%	-%
Income return	1.07%	-%	-3.22%	-3.95%	-0.9%	-1.36%	-%	-%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return	2.74%	2.65%	17.3%	22.76%	17.42%	12.08%	7.49%	9.51%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Futurity Sectoral Active Responsible Invm 2 SA8

Australian Equities: 97.15%

Cash: 2.85%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 94.62%

Cash: 3.77%

International Equities: 0.66%

Property & Infrastructure: 0.23%

Fixed Interest: 0%

Alternatives: 0.71%

General Information

Fund Details

Type	Description
Fund Name	Futurity Sectoral Active Responsible Invm 2 SA8
APIR Code	FIG1790AU
Sector/Asset Class	Equity Australia Mid/Small Blend
Morningstar Rating	Not Rated (as at 31 Dec 2025)
Legal Structure	Investment Fund
Fund Inception	16 Aug 2022
Fund Size	n/a
Entry Price	$1.1691 (as at 27 Jan 2026)
Exit Price	$1.1656 (as at 27 Jan 2026)
Fund Status	Open

Offer information

Type	Description
MER	1.40% (as at 28 Feb 2025)
Savings plan comments
Redemption comments

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025)	Type	% of Portfolio
National Australia Bank Ltd		3.51%
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FAQs about the Futurity Sectoral Active Responsible Invm 2 SA8

What is the objective of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund?

The objective of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund is The Fund provides the opportunity to invest in a diversified share portfolio of companies selected on the basis of their social, environmental and financial credentials. The Fund has a bias towards smaller capitalisation stocks listed on the ASX.

What is the strategy for the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund?

The strategy of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund is The Fund provides the opportunity to invest in a diversified share portfolio of companies selected on the basis of their social, environmental and financial credentials. The Fund has a bias towards smaller capitalisation stocks listed on the ASX.

What is the APIR code of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund?

The APIR code of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund is FIG1790AU.

What was Futurity Sectoral Active Responsible Invm 2 SA8’s total return last month?

Futurity Sectoral Active Responsible Invm 2 SA8’s total return last month was -1.17%. This was made up of a growth return of -2.24% and an income return of 1.07%. These returns were calculated as at 31 Jan 2026.

What was Futurity Sectoral Active Responsible Invm 2 SA8’s total return for the last three months?

Futurity Sectoral Active Responsible Invm 2 SA8’s total return for the last three months was -4.56%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jan 2026.

What is Futurity Sectoral Active Responsible Invm 2 SA8’s one-year total return?

Futurity Sectoral Active Responsible Invm 2 SA8’s one-year total return is -3.02%. This was made up of a growth return of 0.93% and an income return of -3.95%. These returns were calculated as at 31 Jan 2026.

What is Futurity Sectoral Active Responsible Invm 2 SA8’s three-year total return?

Futurity Sectoral Active Responsible Invm 2 SA8’s one-year total return is 5.45%. This was made up of a growth return of 6.81% and an income return of -1.36%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund?

The asset allocation of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund is :

Australian Equities: 97.15%

Cash: 2.85%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund belong to?

The Futurity Sectoral Active Responsible Invm 2 SA8 managed fund belongs to the Equity Australia Mid/Small Blend sector/asset class.

What is the size of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund?

As at , the size of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund was $ million.

What is the inception date of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund?

The Futurity Sectoral Active Responsible Invm 2 SA8 managed fund has an inception date of 16 Aug 2022.

What is the current entry price of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund?

The current entry price of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund is $1.1691 per unit and the current exit price is $1.1656 per unit (as at 27 Jan 2026).

What is the current exit price of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund?

The current exit price of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund is $1.1656 per unit and the current entry price is $1.1691 per unit (as at 27 Jan 2026).

What is the minimum investment amount for the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund?

The minimum initial investment amount for the Futurity Sectoral Active Responsible Invm 2 SA8 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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