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  5. Equip Growth Plus Pension - Managed fund profile

Equip Growth Plus Pension - Managed Fund

Fund Objective
Outperform its benchmark, a mix of the BloombergAusBondAll Maturities Composite Bond Index (50%) and the Bloomberg Barclays Global Aggregate Index (50%), hedged to Australian dollars, over rolling 5-year periods.
Fund Strategy
Invests in interest bearing bonds and some indexed bonds in Australia and overseas. Investments are made into government and corporate debt securities both above and below investment grade. Investments may also include lower risk alternative strategies, and cash.

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 2.04% 8.95% 4.35% 13.1% 13.26% 8.41% 4.39% 3.8%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (MorningstarAus BBG AuBd Cmp/BCGA TR HAUD)
Total return 0.41% 1.15% 2.25% 3.58% 4.56% 3.13% -0.32% 2.05%
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
Fixed Interest
96.82%
International Equities
0%
Cash
3.15%
Alternatives
0.03%

General Information

Fund Details
Type Description
Equip Growth Plus Pension
Bonds - Global / Australia
Not Rated
Superannuation Fund
31 Jul 2000
$512.77 million (as at 31 Jul 2025)
$5.94715 (as at 29 Aug 2025)
$5.94715 (as at 29 Aug 2025)
Open
Offer information
Type Description
MER 0.84% (as at 1 Jul 2025)
Indirect Cost Ratio (ICR) 0.41% (as at 30 Jun 2022)
Performance fee (not included in ICR) 0

FAQs about the Equip Growth Plus Pension

The objective of the Equip Growth Plus Pension managed fund is Outperform its benchmark, a mix of the BloombergAusBondAll Maturities Composite Bond Index (50%) and the Bloomberg Barclays Global Aggregate Index (50%), hedged to Australian dollars, over rolling 5-year periods.

The strategy of the Equip Growth Plus Pension managed fund is Invests in interest bearing bonds and some indexed bonds in Australia and overseas. Investments are made into government and corporate debt securities both above and below investment grade. Investments may also include lower risk alternative strategies, and cash.

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

Equip Growth Plus Pension’s total return last month was 2.04%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2025.

Equip Growth Plus Pension’s total return for the last three months was 8.95%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jul 2025.

Equip Growth Plus Pension’s one-year total return is 13.1%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2025.

Equip Growth Plus Pension’s one-year total return is 8.41%. 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 Growth Plus Pension managed fund is :

Fixed Interest
100%
International Equities
0%
Cash
0%
Alternatives
0%

The Equip Growth Plus Pension managed fund belongs to the Bonds - Global / Australia sector/asset class.

As at 31 Jul 2025, the size of the Equip Growth Plus Pension managed fund was $512.77 million.

The Equip Growth Plus Pension managed fund has an inception date of 31 Jul 2000.

The current entry price of the Equip Growth Plus Pension managed fund is $5.94715 per unit and the current exit price is $5.94715 per unit (as at 29 Aug 2025).

The current exit price of the Equip Growth Plus Pension managed fund is $5.94715 per unit and the current entry price is $5.94715 per unit (as at 29 Aug 2025).

The minimum initial investment amount for the Equip Growth Plus 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.