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ART International Shares Index Hedged Pension - Managed Fund

Fund Objective
Beat the performance benchmark by 0.5-1% p.a. before investment tax2 but after Investment fees and costs over rolling 5-year periods. Performance benchmark: MSCI World Ex-Australia Investable Market Index (IMI) in $A (hedged).
Fund Strategy
Investment in international shares.

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 2.12% 8.46% 8.83% 14.39% 17.87% 16.09% 12.42% 11.3%
Growth return 2.12% 8.46% 8.83% 14.39% 17.87% 16.09% 12.42% 11.3%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ART International Shares Index Hedged Pension
International Equities
100%
Australian Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
98.27%
Australian Equities
0.06%
Cash
1.44%
Property & Infrastructure
0.20%
Fixed Interest
0.03%
Alternatives
0%

General Information

Fund Details
Type Description
ART International Shares Index Hedged Pension
Equity World - Currency Hedged
starstarstarstar (as at 31 Aug 2025)
Allocated Pension
25 Jan 2005
$922.64 million (as at 31 Aug 2025)
$6.73966 (as at 31 Aug 2025)
$6.73966 (as at 31 Aug 2025)
Open
Offer information
Type Description
MER 0.35% (as at 1 Jul 2025)
Indirect Cost Ratio (ICR) 0.31% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $60,000
Minimum additional investments

Top 10 holdings (as at 31 Dec 2024)

Holding (as at 31 Dec 2024) Type % of Portfolio
Apple Inc Equity 4.61%
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FAQs about the ART International Shares Index Hedged Pension

The objective of the ART International Shares Index Hedged Pension managed fund is Beat the performance benchmark by 0.5-1% p.a. before investment tax2 but after Investment fees and costs over rolling 5-year periods. Performance benchmark: MSCI World Ex-Australia Investable Market Index (IMI) in $A (hedged).

The strategy of the ART International Shares Index Hedged Pension managed fund is Investment in international shares.

The APIR code of the ART International Shares Index Hedged Pension managed fund is .

ART International Shares Index Hedged Pension’s total return last month was 2.12%. This was made up of a growth return of 2.12% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

ART International Shares Index Hedged Pension’s total return for the last three months was 8.46%. This was made up of a growth return of 8.46% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

ART International Shares Index Hedged Pension’s one-year total return is 14.39%. This was made up of a growth return of 14.39% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

ART International Shares Index Hedged Pension’s one-year total return is 16.09%. This was made up of a growth return of 16.09% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the ART International Shares Index Hedged Pension managed fund is :

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

The ART International Shares Index Hedged Pension managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 31 Aug 2025, the size of the ART International Shares Index Hedged Pension managed fund was $922.64 million.

The ART International Shares Index Hedged Pension managed fund has an inception date of 25 Jan 2005.

The current entry price of the ART International Shares Index Hedged Pension managed fund is $6.73966 per unit and the current exit price is $6.73966 per unit (as at 31 Aug 2025).

The current exit price of the ART International Shares Index Hedged Pension managed fund is $6.73966 per unit and the current entry price is $6.73966 per unit (as at 31 Aug 2025).

The minimum initial investment amount for the ART International Shares Index Hedged Pension managed fund is $60,000. 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.