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  5. Prime Australian Shares Pension - Managed fund profile

Prime Australian Shares Pension - Managed Fund

Fund Objective
To outperform (before tax and investment expenses) the S&P/ASX300 Accumulation Index.
Fund Strategy
Invests in Australian listed companies and returns are expected to vary significantly year to year.

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 3.06% 9.69% 3.93% 13.27% 13.52% 12.95% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 31 Jul 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
Australian Equities
93.72%
International Equities
4.82%
Cash
-0.78%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Prime Australian Shares Pension
Equity Australia Large Blend
Not Rated
Allocated Pension
1 Jan 1900
n/a
n/a
n/a
Open
Offer information
Type Description
MER 0.82% (as at 1 Jul 2025)

FAQs about the Prime Australian Shares Pension

The objective of the Prime Australian Shares Pension managed fund is To outperform (before tax and investment expenses) the S&P/ASX300 Accumulation Index.

The strategy of the Prime Australian Shares Pension managed fund is Invests in Australian listed companies and returns are expected to vary significantly year to year.

The APIR code of the Prime Australian Shares Pension managed fund is .

Prime Australian Shares Pension’s total return last month was 3.06%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2025.

Prime Australian Shares Pension’s total return for the last three months was 9.69%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jul 2025.

Prime Australian Shares Pension’s one-year total return is 13.27%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2025.

Prime Australian Shares Pension’s one-year total return is 12.95%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2025.

The asset allocation of the Prime Australian Shares Pension managed fund is :

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

The Prime Australian Shares Pension managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at , the size of the Prime Australian Shares Pension managed fund was $ million.

The Prime Australian Shares Pension managed fund has an inception date of 1 Jan 1900.

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

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

The minimum initial investment amount for the Prime Australian Shares 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.