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  5. Equip Future Focus Pension - Managed fund profile

Equip Future Focus Pension - Managed Fund

Fund Objective
Outperform the MSCIAll CountryWorld ex Australia Index (70% unhedged/30% hedged), over rolling 5-year periods.
Fund Strategy
Invest in companies listedor expected to liston one or more overseas stock exchanges.

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 1.32% 6.07% 3.7% 9.57% 7.6% 10.18% 9.15% 9.32%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Jul 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
International Equities
95.74%
Australian Equities
1.20%
Cash
1.76%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
Equip Future Focus Pension
Equity World Large Blend
Not Rated
Allocated Pension
31 Jul 2000
$25.7 million (as at 31 Jul 2025)
$1.80551 (as at 29 Aug 2025)
$1.80551 (as at 29 Aug 2025)
Open
Offer information
Type Description
MER 0.67% (as at 1 Jul 2025)

FAQs about the Equip Future Focus Pension

The objective of the Equip Future Focus Pension managed fund is Outperform the MSCIAll CountryWorld ex Australia Index (70% unhedged/30% hedged), over rolling 5-year periods.

The strategy of the Equip Future Focus Pension managed fund is Invest in companies listedor expected to liston one or more overseas stock exchanges.

The APIR code of the Equip Future Focus Pension managed fund is .

Equip Future Focus Pension’s total return last month was 1.32%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2025.

Equip Future Focus Pension’s total return for the last three months was 6.07%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jul 2025.

Equip Future Focus Pension’s one-year total return is 9.57%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2025.

Equip Future Focus Pension’s one-year total return is 10.18%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2025.

The asset allocation of the Equip Future Focus Pension managed fund is :

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

The Equip Future Focus Pension managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Jul 2025, the size of the Equip Future Focus Pension managed fund was $25.7 million.

The Equip Future Focus Pension managed fund has an inception date of 31 Jul 2000.

The current entry price of the Equip Future Focus Pension managed fund is $1.80551 per unit and the current exit price is $1.80551 per unit (as at 29 Aug 2025).

The current exit price of the Equip Future Focus Pension managed fund is $1.80551 per unit and the current entry price is $1.80551 per unit (as at 29 Aug 2025).

The minimum initial investment amount for the Equip Future Focus 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.