Equip Australian Shares Pension - Managed Fund

Fund Objective

3% p.a. above CPI over 10 years

Fund Strategy

Invests a large proportion in growth assets, primarily international equities, with a clear and tangible social and environmental impact. The focus on impact means that this option differs from others in that it offers less diversification.

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	0.88%	7.23%	4.85%	12.68%	12.12%	13.36%	12.39%	9.34%
Growth return	0.88%	7.23%	4.85%	819.23%	204.45%	57.44%	36.88%	-%
Income return	0%	0%	0%	-806.55%	-192.33%	-44.08%	-24.49%	-%
Market index (S&P/ASX 200 TR AUD)
Total return	1.41%	9.5%	6.44%	13.81%	12.95%	13.56%	11.85%	8.86%

As at 30 Jun 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Australian Equities: 93.88%

International Equities: 4.36%

Cash: -0.64%

Property & Infrastructure: 1.48%

Fixed Interest: 0.31%

Alternatives: 0.61%

General Information

Fund Details

Type	Description
Fund Name	Equip Australian Shares Pension
APIR Code
Sector/Asset Class	Equity Australia Large Blend
Morningstar Rating	(as at 31 Jul 2024)
Legal Structure	Superannuation Fund
Fund Inception	7 Nov 2017
Fund Size	$95.54 million (as at 30 Jun 2025)
Entry Price	$5.28887 (as at 1 Jul 2025)
Exit Price	$5.28887 (as at 1 Jul 2025)
Fund Status	Open

Offer information

Type	Description
MER	0.73% (as at 1 Jul 2025)
Indirect Cost Ratio (ICR)	1.47% (as at 30 Jun 2022)
Performance fee (not included in ICR)	0.24

FAQs about the Equip Australian Shares Pension

What is the objective of the Equip Australian Shares Pension managed fund?

The objective of the Equip Australian Shares Pension managed fund is 3% p.a. above CPI over 10 years

What is the strategy for the Equip Australian Shares Pension managed fund?

The strategy of the Equip Australian Shares Pension managed fund is Invests a large proportion in growth assets, primarily international equities, with a clear and tangible social and environmental impact. The focus on impact means that this option differs from others in that it offers less diversification.

What is the APIR code of the Equip Australian Shares Pension managed fund?

The APIR code of the Equip Australian Shares Pension managed fund is .

What was Equip Australian Shares Pension’s total return last month?

Equip Australian Shares Pension’s total return last month was 0.88%. This was made up of a growth return of 0.88% and an income return of 0%. These returns were calculated as at 30 Jun 2025.

What was Equip Australian Shares Pension’s total return for the last three months?

Equip Australian Shares Pension’s total return for the last three months was 7.23%. This was made up of a growth return of 7.23% and an income return of 0%%. These returns were calculated as at 30 Jun 2025.

What is Equip Australian Shares Pension’s one-year total return?

Equip Australian Shares Pension’s one-year total return is 12.68%. This was made up of a growth return of 819.23% and an income return of -806.55%. These returns were calculated as at 30 Jun 2025.

What is Equip Australian Shares Pension’s three-year total return?

Equip Australian Shares Pension’s one-year total return is 13.36%. This was made up of a growth return of 57.44% and an income return of -44.08%. These returns were calculated as at 30 Jun 2025.

What is the asset allocation of the Equip Australian Shares Pension managed fund?

The asset allocation of the Equip Australian Shares Pension managed fund is :

Australian Equities: 100%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the Equip Australian Shares Pension managed fund belong to?

The Equip Australian Shares Pension managed fund belongs to the Equity Australia Large Blend sector/asset class.

What is the size of the Equip Australian Shares Pension managed fund?

As at 30 Jun 2025, the size of the Equip Australian Shares Pension managed fund was $95.54 million.

What is the inception date of the Equip Australian Shares Pension managed fund?

The Equip Australian Shares Pension managed fund has an inception date of 7 Nov 2017.

What is the current entry price of the Equip Australian Shares Pension managed fund?

The current entry price of the Equip Australian Shares Pension managed fund is $5.28887 per unit and the current exit price is $5.28887 per unit (as at 1 Jul 2025).

What is the current exit price of the Equip Australian Shares Pension managed fund?

The current exit price of the Equip Australian Shares Pension managed fund is $5.28887 per unit and the current entry price is $5.28887 per unit (as at 1 Jul 2025).

What is the minimum investment amount for the Equip Australian Shares Pension managed fund?

The minimum initial investment amount for the Equip Australian Shares 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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