Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 1.48% | 3.91% | 5.19% | 9.76% | 8.89% | 8.74% | 8.49% | -% |
Growth return | -% | -% | -% | -% | -% | -% | -% | -% |
Income return | -% | -% | -% | -% | -% | -% | -% | -% |
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% |
Type | Description |
Care Alternative Growth Pension | |
CARE Super Pty Ltd | |
Multisector Growth | |
Not Rated | |
Allocated Pension | |
1 Aug 2007 | |
$20.24 million (as at 31 Aug 2025) | |
$3.14819 (as at 1 Sep 2025) | |
$3.14819 (as at 1 Sep 2025) | |
Open |
Type | Description |
MER | 0.93% (as at 26 Apr 2025) |
Indirect Cost Ratio (ICR) | 0.86% (as at 30 Jun 2013) |
Minimum initial investment | $5,000.00 |
Minimum additional investments | |
Minimum redemption amount | $1,000.00 |
The objective of the Care Alternative Growth Pension managed fund is To achieve returns after fees that exceed the inflation rate (as measured by the CPI) by at least 4% per year over rolling 5-year periods. Over the long term, to produce a less volatile return profile than the Growth option by investing a significant component of the portfolio in alternative investments. To achieve positive returns after fees in at least 8 out of 10 financial years.
The strategy of the Care Alternative Growth Pension managed fund is Australian shares 27%, Overseas shares 18%, Property 10%, Growth alternatives 30%, Defensive alternatives 15%.
The APIR code of the Care Alternative Growth Pension managed fund is .
Care Alternative Growth Pension’s total return last month was 1.48%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.
Care Alternative Growth Pension’s total return for the last three months was 3.91%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Aug 2025.
Care Alternative Growth Pension’s one-year total return is 9.76%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.
Care Alternative Growth Pension’s one-year total return is 8.74%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the Care Alternative Growth Pension managed fund is :
The Responsible Entity for the Care Alternative Growth Pension managed fund is CARE Super Pty Ltd.
The Care Alternative Growth Pension managed fund belongs to the Multisector Growth sector/asset class.
As at 31 Aug 2025, the size of the Care Alternative Growth Pension managed fund was $20.24 million.
The Care Alternative Growth Pension managed fund has an inception date of 1 Aug 2007.
The current entry price of the Care Alternative Growth Pension managed fund is $3.14819 per unit and the current exit price is $3.14819 per unit (as at 1 Sep 2025).
The current exit price of the Care Alternative Growth Pension managed fund is $3.14819 per unit and the current entry price is $3.14819 per unit (as at 1 Sep 2025).
The minimum initial investment amount for the Care Alternative Growth Pension managed fund is $5,000. 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.