Team Growth Pension - Managed Fund

Fund Objective

Invests primarily in shares, that aim to maximise returns by taking greater risk, with some allocation to infrastructure, alternatives, property and defensive assets such as fixed income and enhanced cash. Growth also invests a portion of its portfolio in fixed income. Fixed income is an income asset and reduces some short term risk, but generally provides lower long-term returns.

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	0.59%	0.02%	4.04%	7.48%	11.66%	11.17%	9.2%	8.78%
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	Team Growth Pension
APIR Code
Sector/Asset Class	Multisector Aggressive
Morningstar Rating	(as at 31 Oct 2025)
Legal Structure	Allocated Pension
Fund Inception	1 Jul 1999
Fund Size	$244505701 million (as at 31 Jan 2026)
Entry Price	n/a
Exit Price	$1E-05 (as at 31 Jan 2024)
Fund Status	Open

Offer information

Type	Description
MER	0.62% (as at 1 Jul 2025)
Minimum initial investment	$15,000

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FAQs about the Team Growth Pension

What is the objective of the Team Growth Pension managed fund?

The objective of the Team Growth Pension managed fund is Invests primarily in shares, that aim to maximise returns by taking greater risk, with some allocation to infrastructure, alternatives, property and defensive assets such as fixed income and enhanced cash. Growth also invests a portion of its portfolio in fixed income. Fixed income is an income asset and reduces some short term risk, but generally provides lower long-term returns.

What is the strategy for the Team Growth Pension managed fund?

The strategy of the Team Growth Pension managed fund is Invests primarily in shares, that aim to maximise returns by taking greater risk, with some allocation to infrastructure, alternatives, property and defensive assets such as fixed income and enhanced cash. Growth also invests a portion of its portfolio in fixed income. Fixed income is an income asset and reduces some short term risk, but generally provides lower long-term returns.

What is the APIR code of the Team Growth Pension managed fund?

The APIR code of the Team Growth Pension managed fund is .

What was Team Growth Pension’s total return last month?

Team Growth Pension’s total return last month was 0.59%. 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 Team Growth Pension’s total return for the last three months?

Team Growth Pension’s total return for the last three months was 0.02%. 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 Team Growth Pension’s one-year total return?

Team Growth Pension’s one-year total return is 7.48%. 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 Team Growth Pension’s three-year total return?

Team Growth Pension’s one-year total return is 11.17%. 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 Team Growth Pension managed fund?

The asset allocation of the Team 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 Team Growth Pension managed fund belong to?

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

What is the size of the Team Growth Pension managed fund?

As at 31 Jan 2026, the size of the Team Growth Pension managed fund was $244505701 million.

What is the inception date of the Team Growth Pension managed fund?

The Team Growth Pension managed fund has an inception date of 1 Jul 1999.

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

The current entry price of the Team Growth Pension managed fund is $ per unit and the current exit price is $1E-05 per unit (as at 31 Jan 2024).

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

The current exit price of the Team Growth Pension managed fund is $1E-05 per unit and the current entry price is $ per unit (as at 31 Jan 2024).

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

The minimum initial investment amount for the Team Growth Pension managed fund is $15,000.

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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