BUSSQ Balanced Growth Pension - Managed Fund

Fund Objective

For the annual rate credited to members to exceed the change in the Consumer Price Index by 3.00% per annum over rolling 10 years.

Fund Performance Comparison

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Peers

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.47%	0.93%	6.53%	9.91%	12.46%	9.45%	-%	-%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	1.46%	4.16%	11.05%	13.41%	17.1%	12.49%	9.66%	8.09%

As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details

Type	Description
Fund Name	BUSSQ Balanced Growth Pension
APIR Code
Sector/Asset Class	Multisector Growth
Morningstar Rating	Not Rated
Legal Structure	Allocated Pension
Fund Inception	1 Jan 1900
Fund Size	$516.07 million (as at 31 Oct 2025)
Entry Price	n/a
Exit Price	n/a
Fund Status	Open

Offer information

Type	Description
MER	0.91% (as at 1 Oct 2024)

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FAQs about the BUSSQ Balanced Growth Pension

What is the objective of the BUSSQ Balanced Growth Pension managed fund?

The objective of the BUSSQ Balanced Growth Pension managed fund is For the annual rate credited to members to exceed the change in the Consumer Price Index by +3.00% per annum over rolling 10 years.

What is the strategy for the BUSSQ Balanced Growth Pension managed fund?

The strategy of the BUSSQ Balanced Growth Pension managed fund is

What is the APIR code of the BUSSQ Balanced Growth Pension managed fund?

The APIR code of the BUSSQ Balanced Growth Pension managed fund is .

What was BUSSQ Balanced Growth Pension’s total return last month?

BUSSQ Balanced Growth Pension’s total return last month was 0.47%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2025.

What was BUSSQ Balanced Growth Pension’s total return for the last three months?

BUSSQ Balanced Growth Pension’s total return for the last three months was 0.93%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Oct 2025.

What is BUSSQ Balanced Growth Pension’s one-year total return?

BUSSQ Balanced Growth Pension’s one-year total return is 9.91%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2025.

What is BUSSQ Balanced Growth Pension’s three-year total return?

BUSSQ Balanced Growth Pension’s one-year total return is 9.45%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2025.

What is the asset allocation of the BUSSQ Balanced Growth Pension managed fund?

The asset allocation of the BUSSQ Balanced Growth Pension managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

What sector/asset class does the BUSSQ Balanced Growth Pension managed fund belong to?

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

What is the size of the BUSSQ Balanced Growth Pension managed fund?

As at 31 Oct 2025, the size of the BUSSQ Balanced Growth Pension managed fund was $516.07 million.

What is the inception date of the BUSSQ Balanced Growth Pension managed fund?

The BUSSQ Balanced Growth Pension managed fund has an inception date of 1 Jan 1900.

What is the current entry price of the BUSSQ Balanced Growth Pension managed fund?

The current entry price of the BUSSQ Balanced Growth Pension managed fund is $ per unit and the current exit price is $ per unit (as at ).

What is the current exit price of the BUSSQ Balanced Growth Pension managed fund?

The current exit price of the BUSSQ Balanced Growth Pension managed fund is $ per unit and the current entry price is $ per unit (as at ).

What is the minimum investment amount for the BUSSQ Balanced Growth Pension managed fund?

The minimum initial investment amount for the BUSSQ Balanced Growth 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.

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