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  5. Brighter Super Australian Shares Pension - Managed fund profile

Brighter Super Australian Shares Pension - Managed Fund

Fund Objective
Return target is to outperform the S&P/ASX 300 Accumulation Index over rolling 5-year periods after investment fees but before taxes.
Fund Strategy
Return target is to outperform the S&P/ASX 300 Accumulation Index over rolling 5-year periods after investment fees but before taxes.

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 2.99% 6.82% 11.75% 15.78% 15.55% 14.15% 14.68% -%
Growth return 2.99% 6.82% 11.75% 15.78% 15.55% 14.15% 14.68% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
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
Australian Equities
93.72%
International Equities
4.82%
Cash
-0.78%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Brighter Super Australian Shares Pension
QLG3364AU
Equity Australia Large Blend
starstarstarstarstar (as at 31 Jul 2024)
Allocated Pension
3 Jul 2017
n/a
$9.35035 (as at 17 Sep 2025)
$9.35035 (as at 17 Sep 2025)
Open
Offer information
Type Description
MER 0.44% (as at 1 Jan 2025)
Minimum initial investment $50,000

FAQs about the Brighter Super Australian Shares Pension

The objective of the Brighter Super Australian Shares Pension managed fund is Return target is to outperform the S&P/ASX 300 Accumulation Index over rolling 5-year periods after investment fees but before taxes.

The strategy of the Brighter Super Australian Shares Pension managed fund is Return target is to outperform the S&P/ASX 300 Accumulation Index over rolling 5-year periods after investment fees but before taxes.

The APIR code of the Brighter Super Australian Shares Pension managed fund is QLG3364AU.

Brighter Super Australian Shares Pension’s total return last month was 2.99%. This was made up of a growth return of 2.99% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Brighter Super Australian Shares Pension’s total return for the last three months was 6.82%. This was made up of a growth return of 6.82% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Brighter Super Australian Shares Pension’s one-year total return is 15.78%. This was made up of a growth return of 15.78% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Brighter Super Australian Shares Pension’s one-year total return is 14.15%. This was made up of a growth return of 14.15% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Brighter Super Australian Shares Pension managed fund is :

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

The Brighter Super Australian Shares Pension managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at , the size of the Brighter Super Australian Shares Pension managed fund was $ million.

The Brighter Super Australian Shares Pension managed fund has an inception date of 3 Jul 2017.

The current entry price of the Brighter Super Australian Shares Pension managed fund is $9.35035 per unit and the current exit price is $9.35035 per unit (as at 17 Sep 2025).

The current exit price of the Brighter Super Australian Shares Pension managed fund is $9.35035 per unit and the current entry price is $9.35035 per unit (as at 17 Sep 2025).

The minimum initial investment amount for the Brighter Super Australian Shares Pension managed fund is $50,000.

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.