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  5. Team Indexed Defensive Pension - Managed fund profile

Team Indexed Defensive Pension - Managed Fund

Fund Objective
Achieve a return exceeding the increase in the Consumer Price Index (CPI) by at least 1.5% pa, after tax and investment costs, over any 10 year period.
Fund Strategy
Indexed Defensive is a low-cost passively invested option. It invests in defensive assets, such as fixed income and enhanced cash, and growth assets such as Australian and International Shares.

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 1.1% 3.58% 4.87% 9.14% 9.83% 9.09% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.06% 2.87% 4.38% 7.21% 7.92% 6.66% 3.89% 4.5%
As at 31 Aug 2025. 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
5.60%
Australian Equities
10.90%
International Equities
14.96%
Cash
15.06%
Property & Infrastructure
3.69%
Fixed Interest
49.80%

General Information

Fund Details
Type Description
Team Indexed Defensive Pension
Multisector Moderate
Not Rated
Allocated Pension
20 Dec 2021
$35.2 million (as at 31 Aug 2025)
n/a
n/a
Open
Offer information
Type Description
MER 0.35% (as at 1 Jul 2024)
Minimum initial investment $15,000

FAQs about the Team Indexed Defensive Pension

The objective of the Team Indexed Defensive Pension managed fund is Achieve a return exceeding the increase in the Consumer Price Index (CPI) by at least 1.5% pa, after tax and investment costs, over any 10 year period.

The strategy of the Team Indexed Defensive Pension managed fund is Indexed Defensive is a low-cost passively invested option. It invests in defensive assets, such as fixed income and enhanced cash, and growth assets such as Australian and International Shares.

The APIR code of the Team Indexed Defensive Pension managed fund is .

Team Indexed Defensive Pension’s total return last month was 1.1%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

Team Indexed Defensive Pension’s total return for the last three months was 3.58%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Aug 2025.

Team Indexed Defensive Pension’s one-year total return is 9.14%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

Team Indexed Defensive Pension’s one-year total return is 9.09%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Team Indexed Defensive Pension managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Team Indexed Defensive Pension managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Aug 2025, the size of the Team Indexed Defensive Pension managed fund was $35.2 million.

The Team Indexed Defensive Pension managed fund has an inception date of 20 Dec 2021.

The current entry price of the Team Indexed Defensive Pension managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Team Indexed Defensive Pension managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Team Indexed Defensive 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.