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  5. Equip Balanced Growth Pension - Managed fund profile

Equip Balanced Growth 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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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 3.69% 7.52% 10.63% 14.95% 14.49% 13.11% 13.05% -%
Growth return 3.69% 7.52% 10.63% -% 94.02% 13.11% 13.05% -%
Income return 0% 0% 0% -% -79.53% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 Aug 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
Alternatives
4.02%
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%

General Information

Fund Details
Type Description
Equip Balanced Growth Pension
Multisector Growth
starstar (as at 31 Jul 2024)
Allocated Pension
7 Nov 2017
$2668.95 million (as at 31 Jul 2025)
$5.63654 (as at 29 Aug 2025)
$5.63654 (as at 29 Aug 2025)
Open
Offer information
Type Description
MER 0.80% (as at 1 Jul 2025)

FAQs about the Equip Balanced Growth Pension

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

The strategy of the Equip Balanced Growth 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.

The APIR code of the Equip Balanced Growth Pension managed fund is .

Equip Balanced Growth Pension’s total return last month was 3.69%. This was made up of a growth return of 3.69% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Equip Balanced Growth Pension’s total return for the last three months was 7.52%. This was made up of a growth return of 7.52% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Equip Balanced Growth Pension’s one-year total return is 14.95%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

Equip Balanced Growth Pension’s one-year total return is 13.11%. This was made up of a growth return of 13.11% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Equip Balanced Growth Pension managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Equip Balanced Growth Pension managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Jul 2025, the size of the Equip Balanced Growth Pension managed fund was $2668.95 million.

The Equip Balanced Growth Pension managed fund has an inception date of 7 Nov 2017.

The current entry price of the Equip Balanced Growth Pension managed fund is $5.63654 per unit and the current exit price is $5.63654 per unit (as at 29 Aug 2025).

The current exit price of the Equip Balanced Growth Pension managed fund is $5.63654 per unit and the current entry price is $5.63654 per unit (as at 29 Aug 2025).

The minimum initial investment amount for the Equip Balanced Growth 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.