CBUS Conservative Growth Sup - Managed Fund

Fund Objective

This option is invested in a range of assets including shares, property, infrastructure and cash.

Fund Strategy

This option is invested in a range of assets including shares, property, infrastructure and cash.

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.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.37%	0.96%	3.49%	7.53%	7.91%	7.87%	5.31%	-%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return	0.36%	-0.19%	3.12%	6.99%	9.02%	8.52%	5.72%	6.52%

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

Asset Allocation

CBUS Conservative Growth Sup

International Equities: 44.89%

Cash: 3.35%

Property & Infrastructure: 8%

Fixed Interest: 41.82%

Alternatives: 1.94%

Australian Equities: 0%

Average Allocation of Peers

International Equities: 29.41%

Cash: 7.29%

Property & Infrastructure: 3.73%

Fixed Interest: 35.65%

Alternatives: 7.53%

Australian Equities: 16.39%

General Information

Fund Details

Type	Description
Fund Name	CBUS Conservative Growth Sup
Responsible Entity	United Super Pty Ltd
APIR Code
Sector/Asset Class	Multisector Balanced
Morningstar Rating	(as at 30 Jun 2025)
Legal Structure	Superannuation Fund
Fund Inception	1 Jul 2017
Fund Size	$1345356447 million (as at 31 Dec 2025)
Entry Price	n/a
Exit Price	$1E-05 (as at 31 Oct 2020)
Fund Status	Open

Offer information

Type	Description
MER	0.70% (as at 1 Sep 2025)
Indirect Cost Ratio (ICR)	0.69% (as at 30 Jun 2024)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025)	Type	% of Portfolio
First Sentier Enhanced Income		6.50%
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FAQs about the CBUS Conservative Growth Sup

What is the objective of the CBUS Conservative Growth Sup managed fund?

The objective of the CBUS Conservative Growth Sup managed fund is This option is invested in a range of assets including shares, property, infrastructure and cash.

What is the strategy for the CBUS Conservative Growth Sup managed fund?

The strategy of the CBUS Conservative Growth Sup managed fund is This option is invested in a range of assets including shares, property, infrastructure and cash.

What is the APIR code of the CBUS Conservative Growth Sup managed fund?

The APIR code of the CBUS Conservative Growth Sup managed fund is .

What was CBUS Conservative Growth Sup’s total return last month?

CBUS Conservative Growth Sup’s total return last month was 0.37%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

What was CBUS Conservative Growth Sup’s total return for the last three months?

CBUS Conservative Growth Sup’s total return for the last three months was 0.96%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Dec 2025.

What is CBUS Conservative Growth Sup’s one-year total return?

CBUS Conservative Growth Sup’s one-year total return is 7.53%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

What is CBUS Conservative Growth Sup’s three-year total return?

CBUS Conservative Growth Sup’s one-year total return is 7.87%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

What is the asset allocation of the CBUS Conservative Growth Sup managed fund?

The asset allocation of the CBUS Conservative Growth Sup managed fund is :

International Equities: 44.89%

Cash: 3.35%

Property & Infrastructure: 8%

Fixed Interest: 41.82%

Alternatives: 1.94%

Australian Equities: 0%

Who is the responsible Entity of the CBUS Conservative Growth Sup managed fund?

The Responsible Entity for the CBUS Conservative Growth Sup managed fund is United Super Pty Ltd.

What sector/asset class does the CBUS Conservative Growth Sup managed fund belong to?

The CBUS Conservative Growth Sup managed fund belongs to the Multisector Balanced sector/asset class.

What is the size of the CBUS Conservative Growth Sup managed fund?

As at 31 Dec 2025, the size of the CBUS Conservative Growth Sup managed fund was $1345356447 million.

What is the inception date of the CBUS Conservative Growth Sup managed fund?

The CBUS Conservative Growth Sup managed fund has an inception date of 1 Jul 2017.

What is the current entry price of the CBUS Conservative Growth Sup managed fund?

The current entry price of the CBUS Conservative Growth Sup managed fund is $ per unit and the current exit price is $1E-05 per unit (as at 31 Oct 2020).

What is the current exit price of the CBUS Conservative Growth Sup managed fund?

The current exit price of the CBUS Conservative Growth Sup managed fund is $1E-05 per unit and the current entry price is $ per unit (as at 31 Oct 2020).

What is the minimum investment amount for the CBUS Conservative Growth Sup managed fund?

The minimum initial investment amount for the CBUS Conservative Growth Sup 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.

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