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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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.

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Fees Comparison

% p.a.

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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	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: 34.21%

International Equities: 49.75%

Cash: 2.42%

Property & Infrastructure: 4.65%

Fixed Interest: 5.34%

Alternatives: 3.63%

General Information

Fund Details

Type	Description
Fund Name	DDH Aggressive Growth
Responsible Entity	DDH Graham Limited
APIR Code	QIN0001AU
Sector/Asset Class	Multisector Aggressive
Morningstar Rating	(as at 31 Aug 2025)
Legal Structure	Investment Fund
Fund Inception	9 Mar 2002
Fund Size	$14.36 million (as at 31 Aug 2025)
Entry Price	$1.0095 (as at 18 Sep 2025)
Exit Price	$1.0067 (as at 18 Sep 2025)
Fund Status	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

What is the objective of the DDH Aggressive Growth managed fund?

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.

What is the strategy for the DDH Aggressive Growth managed fund?

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.

What is the APIR code of the DDH Aggressive Growth managed fund?

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

What was DDH Aggressive Growth’s total return last month?

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.

What was DDH Aggressive Growth’s total return for the last three months?

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.

What is DDH Aggressive Growth’s one-year total return?

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.

What is DDH Aggressive Growth’s three-year total return?

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.

What is the asset allocation of the DDH Aggressive Growth managed fund?

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%

Who is the responsible Entity of the DDH Aggressive Growth managed fund?

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

What sector/asset class does the DDH Aggressive Growth managed fund belong to?

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

What is the size of the DDH Aggressive Growth managed fund?

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

What is the inception date of the DDH Aggressive Growth managed fund?

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

What is the current entry price of the DDH Aggressive Growth managed fund?

The current entry price of the DDH Aggressive Growth managed fund is $1.0095 per unit and the current exit price is $1.0067 per unit (as at 18 Sep 2025).

What is the current exit price of the DDH Aggressive Growth managed fund?

The current exit price of the DDH Aggressive Growth managed fund is $1.0067 per unit and the current entry price is $1.0095 per unit (as at 18 Sep 2025).

What is the minimum investment amount for the DDH Aggressive Growth managed fund?

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.

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