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  5. Team Moderate Pension - Managed fund profile

Team Moderate Pension - Managed Fund

Fund Objective
Achieve a return exceeding the increase in the Consumer Price Index (CPI) by 3%.
Fund Strategy
Invests in a mix of defensive assets such as enhanced cash and fixed income and growth assets like shares and property; with a small exposure to alternative investments and infrastructure.

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 1.16% 4.06% 5.24% 9.24% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 1.42% 4.1% 5.63% 9.6% 10.37% 9.02% 6.33% 6.31%
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
7.51%
Australian Equities
16.40%
International Equities
27.91%
Cash
8.22%
Property & Infrastructure
3.77%
Fixed Interest
36.19%

General Information

Fund Details
Type Description
Team Moderate Pension
Multisector Balanced
Not Rated
Allocated Pension
20 May 2024
$1213.17 million (as at 31 Aug 2025)
n/a
n/a
Open
Offer information
Type Description
MER 0.63% (as at 1 Jul 2024)

FAQs about the Team Moderate Pension

The objective of the Team Moderate Pension managed fund is Achieve a return exceeding the increase in the Consumer Price Index (CPI) by 3%.

The strategy of the Team Moderate Pension managed fund is Invests in a mix of defensive assets such as enhanced cash and fixed income and growth assets like shares and property; with a small exposure to alternative investments and infrastructure.

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

Team Moderate Pension’s total return last month was 1.16%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

Team Moderate Pension’s total return for the last three months was 4.06%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Aug 2025.

Team Moderate Pension’s one-year total return is 9.24%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

Team Moderate Pension’s one-year total return is -%. 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 Moderate Pension managed fund is :

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

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

As at 31 Aug 2025, the size of the Team Moderate Pension managed fund was $1213.17 million.

The Team Moderate Pension managed fund has an inception date of 20 May 2024.

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

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

The minimum initial investment amount for the Team Moderate Pension 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.