Equip Growth Plus TTR - Managed Fund

Fund Objective

Invests primarily in Australian and overseas shares, while providing some exposure to property, infrastructure and alternative assets. These are growth investments, with the property, infrastructure and alternative allocations providing some diversification from shares. Growth/defensive split: 93% / 7%.

Fund Strategy

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.

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	-0.77%	-1.61%	5.61%	10.26%	16.54%	14.86%	11.4%	11.47%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return	0.45%	0.07%	5.13%	9.72%	13.75%	13.16%	10.52%	10.43%

As at 31 Jan 2026. 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: 4.52%

Australian Equities: 34.88%

International Equities: 47.85%

Cash: 2.15%

Property & Infrastructure: 4.99%

Fixed Interest: 5.62%

General Information

Fund Details

Type	Description
Fund Name	Equip Growth Plus TTR
APIR Code
Sector/Asset Class	Multisector Aggressive
Morningstar Rating	Not Rated
Legal Structure	Superannuation Fund
Fund Inception	1 Jan 1999
Fund Size	$3459.07 million (as at 30 Jun 2024)
Entry Price	$5.61016 (as at 2 Feb 2026)
Exit Price	$5.61016 (as at 2 Feb 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.84% (as at 1 Oct 2025)
Savings plan comments
Redemption comments

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FAQs about the Equip Growth Plus TTR

What is the objective of the Equip Growth Plus TTR managed fund?

The objective of the Equip Growth Plus TTR managed fund is Invests primarily in Australian and overseas shares, while providing some exposure to property, infrastructure and alternative assets. These are growth investments, with the property, infrastructure and alternative allocations providing some diversification from shares. Growth/defensive split: 93% / 7%.

What is the strategy for the Equip Growth Plus TTR managed fund?

The strategy of the Equip Growth Plus TTR managed fund is Invests primarily in Australian and overseas shares, while providing some exposure to property, infrastructure and alternative assets. These are growth investments, with the property, infrastructure and alternative allocations providing some diversification from shares. Growth/defensive split: 93% / 7%.

What is the APIR code of the Equip Growth Plus TTR managed fund?

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

What was Equip Growth Plus TTR’s total return last month?

Equip Growth Plus TTR’s total return last month was -0.77%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.

What was Equip Growth Plus TTR’s total return for the last three months?

Equip Growth Plus TTR’s total return for the last three months was -1.61%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jan 2026.

What is Equip Growth Plus TTR’s one-year total return?

Equip Growth Plus TTR’s one-year total return is 10.26%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.

What is Equip Growth Plus TTR’s three-year total return?

Equip Growth Plus TTR’s one-year total return is 14.86%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the Equip Growth Plus TTR managed fund?

The asset allocation of the Equip Growth Plus TTR managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

What sector/asset class does the Equip Growth Plus TTR managed fund belong to?

The Equip Growth Plus TTR managed fund belongs to the Multisector Aggressive sector/asset class.

What is the size of the Equip Growth Plus TTR managed fund?

As at 30 Jun 2024, the size of the Equip Growth Plus TTR managed fund was $3459.07 million.

What is the inception date of the Equip Growth Plus TTR managed fund?

The Equip Growth Plus TTR managed fund has an inception date of 1 Jan 1999.

What is the current entry price of the Equip Growth Plus TTR managed fund?

The current entry price of the Equip Growth Plus TTR managed fund is $5.61016 per unit and the current exit price is $5.61016 per unit (as at 2 Feb 2026).

What is the current exit price of the Equip Growth Plus TTR managed fund?

The current exit price of the Equip Growth Plus TTR managed fund is $5.61016 per unit and the current entry price is $5.61016 per unit (as at 2 Feb 2026).

What is the minimum investment amount for the Equip Growth Plus TTR managed fund?

The minimum initial investment amount for the Equip Growth Plus TTR 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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