InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. AustralianSuper Cash Pension - Managed fund profile

AustralianSuper Cash Pension - Managed Fund

Fund Objective
To outperform CPI and match the return of the UBSA Bank Bill Index each year.
Fund Strategy
To invest with a number of managers to produce a return above the official cash rate. Investments are mostly in the short-term money market.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.36% 1.17% 2.34% 4.48% 3.33% 2.24% 1.75% 2.12%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.36% 1.07% 2.15% 4.21% 3.33% 2.23% 1.56% 1.82%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AustralianSuper Cash Pension
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
46.34%
Australian Equities
5.94%
International Equities
9.98%
Property
2.05%
Fixed Interest
15.52%
Alternatives
20.16%

General Information

Fund Details
Type Description
AustralianSuper Cash Pension
AustralianSuper Pty Ltd
Australian Cash
starstarstarstarstar (as at 31 Mar 2013)
Allocated Pension
2 Jan 2008
$2009.8 million (as at 31 Mar 2024)
n/a
$1
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.09% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount $1,000.00

Top 10 holdings (as at 30 Jun 2023)

Holding (as at 30 Jun 2023) Type % of Portfolio
Cba 185day Rdep Bn-Current Accounts Cash 12.08%
Login now to view the complete list of holdings.

FAQs about the AustralianSuper Cash Pension

The objective of the AustralianSuper Cash Pension managed fund is To outperform CPI and match the return of the UBSA Bank Bill Index each year.

The strategy of the AustralianSuper Cash Pension managed fund is To invest with a number of managers to produce a return above the official cash rate. Investments are mostly in the short-term money market.

The APIR code of the AustralianSuper Cash Pension managed fund is .

AustralianSuper Cash Pension’s total return last month was 0.36%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2024.

AustralianSuper Cash Pension’s total return for the last three months was 1.17%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Mar 2024.

AustralianSuper Cash Pension’s one-year total return is 4.48%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2024.

AustralianSuper Cash Pension’s one-year total return is 2.24%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the AustralianSuper Cash Pension managed fund is :

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

The Responsible Entity for the AustralianSuper Cash Pension managed fund is AustralianSuper Pty Ltd.

The AustralianSuper Cash Pension managed fund belongs to the Australian Cash sector/asset class.

As at 31 Mar 2024, the size of the AustralianSuper Cash Pension managed fund was $2009.8 million.

The AustralianSuper Cash Pension managed fund has an inception date of 2 Jan 2008.

The current entry price of the AustralianSuper Cash Pension managed fund is $ per unit and the current exit price is $1 per unit (as at ).

The current exit price of the AustralianSuper Cash Pension managed fund is $1 per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the AustralianSuper Cash Pension 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.