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  5. Apostle People & Planet Diversified - Managed fund profile

Apostle People & Planet Diversified - Managed Fund

Fund Objective
The Fund has two core objectives: 1. Provide a return of 3% per annum above Inflation net of fees over rolling 5 year periods 2. Have a positive impact on society and the environment.
Fund Strategy
The Fund has two core objectives: 1. Provide a return of 3% per annum above Inflation net of fees over rolling 5 year periods 2. Have a positive impact on society and the environment.

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 1.53% 4.42% 6.11% 11.29% 9.67% 7.95% -% -%
Growth return 1.53% 1.7% 3.34% 8.39% 7.65% 6.56% -% -%
Income return 0% 2.72% 2.77% 2.9% 2.02% 1.39% -% -%
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
7.50%
Australian Equities
16.39%
International Equities
27.86%
Cash
8.26%
Property & Infrastructure
3.78%
Fixed Interest
36.21%

General Information

Fund Details
Type Description
Apostle People & Planet Diversified
K2 Asset Management Ltd
KAM0194AU
Multisector Balanced
starstar (as at 31 Aug 2025)
Investment Fund
21 Feb 2022
$101.88 million (as at 14 Apr 2022)
$1.1951 (as at 12 Sep 2025)
$1.1915 (as at 12 Sep 2025)
Open
Offer information
Type Description
MER 1.20% (as at 25 Nov 2024)
Indirect Cost Ratio (ICR) 1.20% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $500,000

FAQs about the Apostle People & Planet Diversified

The objective of the Apostle People & Planet Diversified managed fund is The Fund has two core objectives: 1. Provide a return of 3% per annum above Inflation net of fees over rolling 5 year periods 2. Have a positive impact on society and the environment.

The strategy of the Apostle People & Planet Diversified managed fund is The Fund has two core objectives: 1. Provide a return of 3% per annum above Inflation net of fees over rolling 5 year periods 2. Have a positive impact on society and the environment.

The APIR code of the Apostle People & Planet Diversified managed fund is KAM0194AU.

Apostle People & Planet Diversified’s total return last month was 1.53%. This was made up of a growth return of 1.53% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Apostle People & Planet Diversified’s total return for the last three months was 4.42%. This was made up of a growth return of 1.7% and an income return of 2.72%%. These returns were calculated as at 31 Aug 2025.

Apostle People & Planet Diversified’s one-year total return is 11.29%. This was made up of a growth return of 8.39% and an income return of 2.9%. These returns were calculated as at 31 Aug 2025.

Apostle People & Planet Diversified’s one-year total return is 7.95%. This was made up of a growth return of 6.56% and an income return of 1.39%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Apostle People & Planet Diversified managed fund is :

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

The Responsible Entity for the Apostle People & Planet Diversified managed fund is K2 Asset Management Ltd.

The Apostle People & Planet Diversified managed fund belongs to the Multisector Balanced sector/asset class.

As at 14 Apr 2022, the size of the Apostle People & Planet Diversified managed fund was $101.88 million.

The Apostle People & Planet Diversified managed fund has an inception date of 21 Feb 2022.

The current entry price of the Apostle People & Planet Diversified managed fund is $1.1951 per unit and the current exit price is $1.1915 per unit (as at 12 Sep 2025).

The current exit price of the Apostle People & Planet Diversified managed fund is $1.1915 per unit and the current entry price is $1.1951 per unit (as at 12 Sep 2025).

The minimum initial investment amount for the Apostle People & Planet Diversified managed fund is $500,000.

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.