InvestSMART

AIA SuperBridge - Capital Secure - Managed Fund

Fund Objective
Main sectors of investment are short and medium term fixed interest securities. Shares and property investments will never exceed 25% of the total value of the option. Futures and options will be used to protect or enhance performance depending on market conditions.
Fund Strategy
Main sectors of investment are short and medium term fixed interest securities. Shares and property investments will never exceed 25% of the total value of the option. Futures and options will be used to protect or enhance performance depending on market conditions.

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 -0.01% -% 2.01% 4.45% 5.54% 5.74% 3.38% 3.38%
Growth return -0.01% 0.64% 2.01% 4.45% 5.54% 5.74% 3.38% 3.38%
Income return 0% -% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.3% -0.32% 2.07% 5.53% 6.61% 6.23% 3.5% 4.55%
As at 31 Dec 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AIA SuperBridge - Capital Secure
Australian Equities
15.04%
International Equities
10.26%
Cash
25.36%
Property & Infrastructure
6.98%
Fixed Interest
42.35%
Alternatives
0%
Average Allocation of Peers
Australian Equities
10.58%
International Equities
15.45%
Cash
13.27%
Property & Infrastructure
3.63%
Fixed Interest
51.23%
Alternatives
5.84%

General Information

Fund Details
Type Description
AIA SuperBridge - Capital Secure
CML0713AU
Multisector Moderate
starstarstar (as at 31 Aug 2025)
Superannuation Fund
1 Apr 1991
$1.08 million (as at 30 Jun 2024)
n/a
$5.5499 (as at 23 Jan 2026)
Open
Offer information
Type Description
Standard entry fee 4.25%
MER 1.51% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.51% (as at 30 Jun 2011)
Minimum initial investment
Minimum additional investments
Minimum redemption amount
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FAQs about the AIA SuperBridge - Capital Secure

The objective of the AIA SuperBridge - Capital Secure managed fund is Main sectors of investment are short and medium term fixed interest securities. Shares and property investments will never exceed 25% of the total value of the option. Futures and options will be used to protect or enhance performance depending on market conditions.

The strategy of the AIA SuperBridge - Capital Secure managed fund is Main sectors of investment are short and medium term fixed interest securities. Shares and property investments will never exceed 25% of the total value of the option. Futures and options will be used to protect or enhance performance depending on market conditions.

The APIR code of the AIA SuperBridge - Capital Secure managed fund is CML0713AU.

AIA SuperBridge - Capital Secure’s total return last month was -0.01%. This was made up of a growth return of -0.01% and an income return of 0%. These returns were calculated as at 31 Dec 2025.

AIA SuperBridge - Capital Secure’s total return for the last three months was -%. This was made up of a growth return of 0.64% and an income return of -%%. These returns were calculated as at 31 Dec 2025.

AIA SuperBridge - Capital Secure’s one-year total return is 4.45%. This was made up of a growth return of 4.45% and an income return of 0%. These returns were calculated as at 31 Dec 2025.

AIA SuperBridge - Capital Secure’s one-year total return is 5.74%. This was made up of a growth return of 5.74% and an income return of 0%. These returns were calculated as at 31 Dec 2025.

The asset allocation of the AIA SuperBridge - Capital Secure managed fund is :

Australian Equities
15.04%
International Equities
10.26%
Cash
25.36%
Property & Infrastructure
6.98%
Fixed Interest
42.35%
Alternatives
0%

The AIA SuperBridge - Capital Secure managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Jun 2024, the size of the AIA SuperBridge - Capital Secure managed fund was $1.08 million.

The AIA SuperBridge - Capital Secure managed fund has an inception date of 1 Apr 1991.

The current entry price of the AIA SuperBridge - Capital Secure managed fund is $ per unit and the current exit price is $5.5499 per unit (as at 23 Jan 2026).

The current exit price of the AIA SuperBridge - Capital Secure managed fund is $5.5499 per unit and the current entry price is $ per unit (as at 23 Jan 2026).

The minimum initial investment amount for the AIA SuperBridge - Capital Secure managed fund is $0. Minimum additional investment is $0.

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.