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DDH Aggressive Growth - Managed Fund

Fund Objective
The Fund aims to provide long-term capital growth by investing in a diversified portfolio of Australian and global shares, which it achieves through investment in the Underlying Funds.
Fund Strategy
Through investment in a combination of the Underlying Funds, the Fund's benchmark asset allocation is 100% invested in growth assets (shares), subject to limited allocations to cash and foreign currency, as described below. Allocations between the Underlying Funds are reviewed regularly although a reallocation is only considered in response to a fundamental change in longterm expectations or market demand.

Fund Performance Comparison

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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 2.09% 6.84% 8.75% 18.93% 18.53% 17.4% 14% 10.8%
Growth return 2.09% 2.09% 3.91% 11.75% 13.46% 13.05% 10.36% 6.2%
Income return 0% 4.75% 4.84% 7.18% 5.07% 4.35% 3.64% 4.6%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.21% 6.59% 8.29% 14.58% 15.23% 13.97% 11.61% 9.87%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

DDH Aggressive Growth
Australian Equities
34.35%
International Equities
64.23%
Cash
1.42%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.24%
International Equities
49.73%
Cash
2.42%
Property & Infrastructure
4.65%
Fixed Interest
5.34%
Alternatives
3.61%

General Information

Fund Details
Type Description
DDH Aggressive Growth
DDH Graham Limited
QIN0001AU
Multisector Aggressive
starstarstarstarstar (as at 31 Jul 2025)
Investment Fund
9 Mar 2002
$14.36 million (as at 31 Aug 2025)
$0.9969 (as at 3 Sep 2025)
$0.9941 (as at 3 Sep 2025)
Open
Offer information
Type Description
MER 1.55% (as at 24 Nov 2024)
Indirect Cost Ratio (ICR) 1.55% (as at 30 Jun 2024)
Performance fee (not included in ICR) Not Available
Minimum initial investment $2,000.00
Minimum additional investments $500.00
Minimum redemption amount $500.00

FAQs about the DDH Aggressive Growth

The objective of the DDH Aggressive Growth managed fund is The Fund aims to provide long-term capital growth by investing in a diversified portfolio of Australian and global shares, which it achieves through investment in the Underlying Funds.

The strategy of the DDH Aggressive Growth managed fund is Through investment in a combination of the Underlying Funds, the Fund's benchmark asset allocation is 100% invested in growth assets (shares), subject to limited allocations to cash and foreign currency, as described below. Allocations between the Underlying Funds are reviewed regularly although a reallocation is only considered in response to a fundamental change in longterm expectations or market demand.

The APIR code of the DDH Aggressive Growth managed fund is QIN0001AU.

DDH Aggressive Growth’s total return last month was 2.09%. This was made up of a growth return of 2.09% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

DDH Aggressive Growth’s total return for the last three months was 6.84%. This was made up of a growth return of 2.09% and an income return of 4.75%%. These returns were calculated as at 31 Aug 2025.

DDH Aggressive Growth’s one-year total return is 18.93%. This was made up of a growth return of 11.75% and an income return of 7.18%. These returns were calculated as at 31 Aug 2025.

DDH Aggressive Growth’s one-year total return is 17.4%. This was made up of a growth return of 13.05% and an income return of 4.35%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the DDH Aggressive Growth managed fund is :

Australian Equities
34.35%
International Equities
64.23%
Cash
1.42%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the DDH Aggressive Growth managed fund is DDH Graham Limited.

The DDH Aggressive Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Aug 2025, the size of the DDH Aggressive Growth managed fund was $14.36 million.

The DDH Aggressive Growth managed fund has an inception date of 9 Mar 2002.

The current entry price of the DDH Aggressive Growth managed fund is $0.9969 per unit and the current exit price is $0.9941 per unit (as at 3 Sep 2025).

The current exit price of the DDH Aggressive Growth managed fund is $0.9941 per unit and the current entry price is $0.9969 per unit (as at 3 Sep 2025).

The minimum initial investment amount for the DDH Aggressive Growth managed fund is $2,000. Minimum additional investment is $500.

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.