InvestSMART

BUSSQ Australian Small Company Shares Pension - Managed Fund

Fund Objective
For the annual rate credited to members to have a reasonable probability of exceeding the S&P/ASX Small Ordinaries Index return over rolling 10 years.

Fund Performance Comparison

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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.
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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 0.92% 11.8% 19.15% 13.12% 16.71% 14.74% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return 3.44% 15.31% 25.25% 21.5% 20.14% 15.54% 9.27% 9.62%
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
Australian Equities
90.76%
International Equities
4.27%
Cash
4.13%
Property & Infrastructure
0.23%
Fixed Interest
0.01%
Alternatives
0.61%

General Information

Fund Details
Type Description
BUSSQ Australian Small Company Shares Pension
Equity Australia Mid/Small Blend
Not Rated
Allocated Pension
1 Jan 1900
$1.4 million (as at 30 Sep 2025)
n/a
n/a
Open
Offer information
Type Description
MER 0.96% (as at 1 Oct 2024)

FAQs about the BUSSQ Australian Small Company Shares Pension

The objective of the BUSSQ Australian Small Company Shares Pension managed fund is For the annual rate credited to members to have a reasonable probability of exceeding the S&P/ASX Small Ordinaries Index return over rolling 10 years.

The strategy of the BUSSQ Australian Small Company Shares Pension managed fund is

The APIR code of the BUSSQ Australian Small Company Shares Pension managed fund is .

BUSSQ Australian Small Company Shares Pension’s total return last month was 0.92%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2025.

BUSSQ Australian Small Company Shares Pension’s total return for the last three months was 11.8%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Sep 2025.

BUSSQ Australian Small Company Shares Pension’s one-year total return is 13.12%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2025.

BUSSQ Australian Small Company Shares Pension’s one-year total return is 14.74%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the BUSSQ Australian Small Company Shares Pension managed fund is :

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

The BUSSQ Australian Small Company Shares Pension managed fund belongs to the Equity Australia Mid/Small Blend sector/asset class.

As at 30 Sep 2025, the size of the BUSSQ Australian Small Company Shares Pension managed fund was $1.4 million.

The BUSSQ Australian Small Company Shares Pension managed fund has an inception date of 1 Jan 1900.

The current entry price of the BUSSQ Australian Small Company Shares Pension managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the BUSSQ Australian Small Company Shares Pension managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the BUSSQ Australian Small Company Shares 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.