UniSuper Growth Pension - Managed Fund

Fund Objective

To invest in a diversified portfolio of mainly assets such as Australian and international shares, property, infrastructure and private equity, with some fixed interest and cash investments.

Fund Strategy

To invest in a diversified portfolio of mainly assets such as Australian and international shares, property, infrastructure and private equity, with some fixed interest and cash investments.

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

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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	0.24%	-0.14%	4.9%	8.55%	12.96%	11.81%	9.03%	10.29%
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

UniSuper Growth Pension

Australian Equities: 35.20%

International Equities: 40.24%

Cash: 10.66%

Property & Infrastructure: 4.83%

Fixed Interest: 9.06%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 34.31%

International Equities: 48.43%

Cash: 2.14%

Property & Infrastructure: 4.98%

Fixed Interest: 5.59%

Alternatives: 4.55%

General Information

Fund Details

Type	Description
Fund Name	UniSuper Growth Pension
APIR Code
Sector/Asset Class	Multisector Aggressive
Morningstar Rating	Not Rated
Legal Structure	Allocated Pension
Fund Inception	2 Jan 2004
Fund Size	$1635856802 million (as at 31 Jan 2026)
Entry Price	n/a
Exit Price	n/a
Fund Status	Open

Offer information

Type	Description
MER	0.84% (as at 25 Sep 2025)
Indirect Cost Ratio (ICR) - Estimated	0.84% (as at 30 Jun 2025) (Estimated)
Performance fee (included in ICR)	0.08
Savings plan comments
Redemption comments

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025)	Type	% of Portfolio
Infrastructure & Private Equity	Alternatives - Infrastructure	8.22%
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FAQs about the UniSuper Growth Pension

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

The objective of the UniSuper Growth Pension managed fund is To invest in a diversified portfolio of mainly assets such as Australian and international shares, property, infrastructure and private equity, with some fixed interest and cash investments.

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

The strategy of the UniSuper Growth Pension managed fund is To invest in a diversified portfolio of mainly assets such as Australian and international shares, property, infrastructure and private equity, with some fixed interest and cash investments.

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

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

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

UniSuper Growth Pension’s total return last month was 0.24%. 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 UniSuper Growth Pension’s total return for the last three months?

UniSuper Growth Pension’s total return for the last three months was -0.14%. 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 UniSuper Growth Pension’s one-year total return?

UniSuper Growth Pension’s one-year total return is 8.55%. 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 UniSuper Growth Pension’s three-year total return?

UniSuper Growth Pension’s one-year total return is 11.81%. 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 UniSuper Growth Pension managed fund?

The asset allocation of the UniSuper Growth Pension managed fund is :

Australian Equities: 35.20%

International Equities: 40.24%

Cash: 10.66%

Property & Infrastructure: 4.83%

Fixed Interest: 9.06%

Alternatives: 0%

What sector/asset class does the UniSuper Growth Pension managed fund belong to?

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

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

As at 31 Jan 2026, the size of the UniSuper Growth Pension managed fund was $1635856802 million.

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

The UniSuper Growth Pension managed fund has an inception date of 2 Jan 2004.

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

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

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

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

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

The minimum initial investment amount for the UniSuper Growth 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.

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