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Telstra Balanced Super - Managed Fund

Fund Objective
Outperform CPI 3% p.a.
Fund Strategy
The Balanced option has a moderate bias towards growth assets, such as Australian and International Shares, balanced by an allocation towards defensive assets such as Fixed Interest Securities and Cash.

Fund Performance Comparison

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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.
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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 0.11% 1.5% 5.1% 13.74% 8.81% 4.93% 6.41% 6.87%
Growth return 0.11% 1.5% 5.1% 13.74% 8.81% 4.93% 6.41% 6.87%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.43% 1.58% 7.38% 20.91% 12.04% 5.34% 6.61% 7.49%
As at 31 Oct 2024. 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
4.38%
Australian Equities
27.51%
International Equities
34.07%
Cash
5.57%
Property
6.79%
Fixed Interest
21.68%

General Information

Fund Details
Type Description
Telstra Balanced Super
Multisector Growth
starstarstarstar (as at 31 Oct 2024)
Superannuation Fund
1 Jun 2003
n/a
$4.60685 (as at 1 Nov 2024)
$4.60685 (as at 1 Nov 2024)
Open
Offer information
Type Description
MER 0.99% (as at 1 Jul 2024)

FAQs about the Telstra Balanced Super

The objective of the Telstra Balanced Super managed fund is Outperform CPI + 3% p.a.

The strategy of the Telstra Balanced Super managed fund is The Balanced option has a moderate bias towards growth assets, such as Australian and International Shares, balanced by an allocation towards defensive assets such as Fixed Interest Securities and Cash.

The APIR code of the Telstra Balanced Super managed fund is .

Telstra Balanced Super’s total return last month was 0.11%. This was made up of a growth return of 0.11% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Telstra Balanced Super’s total return for the last three months was 1.5%. This was made up of a growth return of 1.5% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Telstra Balanced Super’s one-year total return is 13.74%. This was made up of a growth return of 13.74% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Telstra Balanced Super’s one-year total return is 4.93%. This was made up of a growth return of 4.93% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Telstra Balanced Super managed fund is :

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

The Telstra Balanced Super managed fund belongs to the Multisector Growth sector/asset class.

As at , the size of the Telstra Balanced Super managed fund was $ million.

The Telstra Balanced Super managed fund has an inception date of 1 Jun 2003.

The current entry price of the Telstra Balanced Super managed fund is $4.60685 per unit and the current exit price is $4.60685 per unit (as at 1 Nov 2024).

The current exit price of the Telstra Balanced Super managed fund is $4.60685 per unit and the current entry price is $4.60685 per unit (as at 1 Nov 2024).

The minimum initial investment amount for the Telstra Balanced Super 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.