InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Brighter Super Balanced Pension - Managed fund profile

Brighter Super Balanced Pension - Managed Fund

Fund Objective
Return target of 3.0% per year above inflation over rolling 10-year periods after fees and taxes.
Fund Strategy
Return target of 3.0% per year above inflation over rolling 10-year periods after fees and 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.
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 1.25% 4.35% 5.9% 11.19% 12.12% 12.09% 10.01% -%
Growth return 1.25% 4.35% 5.9% 11.19% 12.12% 12.09% 10.01% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Brighter Super Balanced Pension
Australian Equities
21.31%
International Equities
40.93%
Cash
13.33%
Property & Infrastructure
6.07%
Fixed Interest
18.36%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%
Alternatives
4.02%

General Information

Fund Details
Type Description
Brighter Super Balanced Pension
Suncorp Portfolio Services Limited
RSA1067AU
Multisector Growth
starstarstarstar (as at 31 Aug 2025)
Allocated Pension
30 May 2016
$104.64 million (as at 31 Mar 2023)
$4.82629 (as at 12 Sep 2025)
$4.82629 (as at 12 Sep 2025)
Open
Offer information
Type Description
MER 0.77% (as at 1 Jan 2025)
Indirect Cost Ratio (ICR) 1% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the Brighter Super Balanced Pension

The objective of the Brighter Super Balanced Pension managed fund is Return target of 3.0% per year above inflation over rolling 10-year periods after fees and taxes.

The strategy of the Brighter Super Balanced Pension managed fund is Return target of 3.0% per year above inflation over rolling 10-year periods after fees and taxes.

The APIR code of the Brighter Super Balanced Pension managed fund is RSA1067AU.

Brighter Super Balanced Pension’s total return last month was 1.25%. This was made up of a growth return of 1.25% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Brighter Super Balanced Pension’s total return for the last three months was 4.35%. This was made up of a growth return of 4.35% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Brighter Super Balanced Pension’s one-year total return is 11.19%. This was made up of a growth return of 11.19% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Brighter Super Balanced Pension’s one-year total return is 12.09%. This was made up of a growth return of 12.09% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

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

Australian Equities
21.31%
International Equities
40.93%
Cash
13.33%
Property & Infrastructure
6.07%
Fixed Interest
18.36%
Alternatives
0%

The Responsible Entity for the Brighter Super Balanced Pension managed fund is Suncorp Portfolio Services Limited.

The Brighter Super Balanced Pension managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Mar 2023, the size of the Brighter Super Balanced Pension managed fund was $104.64 million.

The Brighter Super Balanced Pension managed fund has an inception date of 30 May 2016.

The current entry price of the Brighter Super Balanced Pension managed fund is $4.82629 per unit and the current exit price is $4.82629 per unit (as at 12 Sep 2025).

The current exit price of the Brighter Super Balanced Pension managed fund is $4.82629 per unit and the current entry price is $4.82629 per unit (as at 12 Sep 2025).

The minimum initial investment amount for the Brighter Super Balanced 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.