InvestSMART

Brighter Super Indexed Balanced Pension - Managed Fund

Fund Objective
Return target of 2.75% per year above inflation over rolling 10-year periods after fees and taxes.
Fund Strategy
Return target of 2.75% 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 0.66% 4.31% 10.8% 13.43% 16.01% 15% 10.95% -%
Growth return 0.66% -% 10.8% 13.43% 16.01% 15% 10.95% -%
Income return 0% -% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.75% 4.43% 10.73% 11.3% 14.85% 13.6% 9.39% 8.35%
As at 30 Sep 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
Alternatives
3.98%
Australian Equities
27.19%
International Equities
35.14%
Cash
6.34%
Property & Infrastructure
6.40%
Fixed Interest
20.94%

General Information

Fund Details
Type Description
Brighter Super Indexed Balanced Pension
QLG5539AU
Multisector Growth
starstarstarstarstar (as at 31 Jul 2024)
Allocated Pension
13 Jun 2019
n/a
$1.76748 (as at 2 Oct 2025)
$1.76748 (as at 2 Oct 2025)
Open
Offer information
Type Description
MER 0.30% (as at 1 Jan 2025)

FAQs about the Brighter Super Indexed Balanced Pension

The objective of the Brighter Super Indexed Balanced Pension managed fund is Return target of 2.75% per year above inflation over rolling 10-year periods after fees and taxes.

The strategy of the Brighter Super Indexed Balanced Pension managed fund is Return target of 2.75% per year above inflation over rolling 10-year periods after fees and taxes.

The APIR code of the Brighter Super Indexed Balanced Pension managed fund is QLG5539AU.

Brighter Super Indexed Balanced Pension’s total return last month was 0.66%. This was made up of a growth return of 0.66% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Brighter Super Indexed Balanced Pension’s total return for the last three months was 4.31%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Sep 2025.

Brighter Super Indexed Balanced Pension’s one-year total return is 13.43%. This was made up of a growth return of 13.43% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Brighter Super Indexed Balanced Pension’s one-year total return is 15%. This was made up of a growth return of 15% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

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

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

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

As at , the size of the Brighter Super Indexed Balanced Pension managed fund was $ million.

The Brighter Super Indexed Balanced Pension managed fund has an inception date of 13 Jun 2019.

The current entry price of the Brighter Super Indexed Balanced Pension managed fund is $1.76748 per unit and the current exit price is $1.76748 per unit (as at 2 Oct 2025).

The current exit price of the Brighter Super Indexed Balanced Pension managed fund is $1.76748 per unit and the current entry price is $1.76748 per unit (as at 2 Oct 2025).

The minimum initial investment amount for the Brighter Super Indexed Balanced Pension managed fund is $.

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.