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  5. Brighter Optimiser International Shares Index - Pension - Managed fund profile

Brighter Optimiser International Shares Index - Pension - Managed Fund

Fund Objective
The fund aims to deliver a similar or superior risk-return profile to the performance benchmark (MSCI All Country World ex-Australia Index with Net Dividends Reinvested (Unhedged)) over rolling 5-year periods, by investing predominantly in listed international shares.
Fund Strategy
The fund invests in listed international shares across developed and emerging markets. It aims to deliver a similar or superior risk-return profile to the performance benchmark.

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 -2.82% 6% 16.81% 17.66% 17.76% 11.43% 12.19% -%
Growth return -2.82% 6% -% 17.66% 17.76% 11.43% 12.19% -%
Income return 0% 0% -% 0% 0% 0% 0% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 30 Apr 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Brighter Optimiser International Shares Index - Pension
Australian Equities
0.02%
International Equities
95.51%
Cash
4.47%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
1.45%
International Equities
95.50%
Cash
1.75%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
Brighter Optimiser International Shares Index - Pension
Suncorp Portfolio Services Limited
RSA1015AU
Equity World Large Blend
starstarstarstarstar (as at 30 Apr 2024)
Allocated Pension
30 May 2016
$45.46 million (as at 31 Mar 2023)
$2.44408 (as at 30 May 2024)
$2.44408 (as at 30 May 2024)
Finalised
Offer information
Type Description
MER 1.73% (as at 12 Dec 2023)
Indirect Cost Ratio (ICR) 0.73% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Aug 2025)

Holding (as at 31 Aug 2025) Type % of Portfolio
Apple Inc Equity 4.31%
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FAQs about the Brighter Optimiser International Shares Index - Pension

The objective of the Brighter Optimiser International Shares Index - Pension managed fund is The fund aims to deliver a similar or superior risk-return profile to the performance benchmark (MSCI All Country World ex-Australia Index with Net Dividends Reinvested (Unhedged)) over rolling 5-year periods, by investing predominantly in listed international shares.

The strategy of the Brighter Optimiser International Shares Index - Pension managed fund is The fund invests in listed international shares across developed and emerging markets. It aims to deliver a similar or superior risk-return profile to the performance benchmark.

The APIR code of the Brighter Optimiser International Shares Index - Pension managed fund is RSA1015AU.

Brighter Optimiser International Shares Index - Pension’s total return last month was -2.82%. This was made up of a growth return of -2.82% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

Brighter Optimiser International Shares Index - Pension’s total return for the last three months was 6%. This was made up of a growth return of 6% and an income return of 0%%. These returns were calculated as at 30 Apr 2024.

Brighter Optimiser International Shares Index - Pension’s one-year total return is 17.66%. This was made up of a growth return of 17.66% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

Brighter Optimiser International Shares Index - Pension’s one-year total return is 11.43%. This was made up of a growth return of 11.43% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

The asset allocation of the Brighter Optimiser International Shares Index - Pension managed fund is :

Australian Equities
0.02%
International Equities
95.51%
Cash
4.47%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Brighter Optimiser International Shares Index - Pension managed fund is Suncorp Portfolio Services Limited.

The Brighter Optimiser International Shares Index - Pension managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Mar 2023, the size of the Brighter Optimiser International Shares Index - Pension managed fund was $45.46 million.

The Brighter Optimiser International Shares Index - Pension managed fund has an inception date of 30 May 2016.

The current entry price of the Brighter Optimiser International Shares Index - Pension managed fund is $2.44408 per unit and the current exit price is $2.44408 per unit (as at 30 May 2024).

The current exit price of the Brighter Optimiser International Shares Index - Pension managed fund is $2.44408 per unit and the current entry price is $2.44408 per unit (as at 30 May 2024).

The minimum initial investment amount for the Brighter Optimiser International Shares Index - 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.