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

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.

Fees Comparison

% 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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	3.94%	6.83%	3.82%	16.01%	13.57%	12.89%	12.56%	-%
Growth return	-99.96%	-99.96%	-99.96%	-99.96%	-97.84%	-91.87%	-76.95%	-%
Income return	103.9%	106.79%	103.78%	115.97%	111.41%	104.76%	89.51%	-%
Market index (S&P/ASX 200 TR AUD)
Total return	-7.15%	-1.61%	-2.61%	11.67%	7.17%	9.54%	8.63%	9.44%

As at 28 Feb 2026. 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: 95.83%

International Equities: 4.24%

Cash: -0.98%

Property & Infrastructure: 1.26%

Fixed Interest: -0.33%

Alternatives: -0.02%

General Information

Fund Details

Type	Description
Fund Name	Brighter Super Australian Shares Pension
APIR Code	QLG3364AU
Sector/Asset Class	Equity Australia Large Blend
Morningstar Rating	(as at 31 Jul 2024)
Legal Structure	Allocated Pension
Fund Inception	3 Jul 2017
Fund Size	n/a
Entry Price	$9.09862 (as at 31 Mar 2026)
Exit Price	$9.09862 (as at 31 Mar 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.45% (as at 1 Oct 2025)
Minimum initial investment	$50,000

Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

Your managed fund switching checklist. Is fear of capital gains tax holding you back?

The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.

Guide to tidying up your Portfolio Manager holdings

FAQs about the Brighter Super Australian Shares Pension

What is the objective of the Brighter Super Australian Shares Pension managed fund?

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.

What is the strategy for the Brighter Super Australian Shares Pension managed fund?

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.

What is the APIR code of the Brighter Super Australian Shares Pension managed fund?

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

What was Brighter Super Australian Shares Pension’s total return last month?

Brighter Super Australian Shares Pension’s total return last month was 3.94%. This was made up of a growth return of -99.96% and an income return of 103.9%. These returns were calculated as at 28 Feb 2026.

What was Brighter Super Australian Shares Pension’s total return for the last three months?

Brighter Super Australian Shares Pension’s total return for the last three months was 6.83%. This was made up of a growth return of -99.96% and an income return of 106.79%%. These returns were calculated as at 28 Feb 2026.

What is Brighter Super Australian Shares Pension’s one-year total return?

Brighter Super Australian Shares Pension’s one-year total return is 16.01%. This was made up of a growth return of -99.96% and an income return of 115.97%. These returns were calculated as at 28 Feb 2026.

What is Brighter Super Australian Shares Pension’s three-year total return?

Brighter Super Australian Shares Pension’s one-year total return is 12.89%. This was made up of a growth return of -91.87% and an income return of 104.76%. These returns were calculated as at 28 Feb 2026.

What is the asset allocation of the Brighter Super Australian Shares Pension managed fund?

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%

What sector/asset class does the Brighter Super Australian Shares Pension managed fund belong to?

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

What is the size of the Brighter Super Australian Shares Pension managed fund?

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

What is the inception date of the Brighter Super Australian Shares Pension managed fund?

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

What is the current entry price of the Brighter Super Australian Shares Pension managed fund?

The current entry price of the Brighter Super Australian Shares Pension managed fund is $9.09862 per unit and the current exit price is $9.09862 per unit (as at 31 Mar 2026).

What is the current exit price of the Brighter Super Australian Shares Pension managed fund?

The current exit price of the Brighter Super Australian Shares Pension managed fund is $9.09862 per unit and the current entry price is $9.09862 per unit (as at 31 Mar 2026).

What is the minimum investment amount for the Brighter Super Australian Shares Pension managed fund?

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.

What our members say about us