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  5. Equip Growth Plus - Managed fund profile

Equip Growth Plus - Managed Fund (Closed)

Fund Objective
Achieve a net return of at least 5% p.a. above inflation (measured by CPI) over a rolling 10 year period.
Fund Strategy
Invest solely in Australian and overseas equities and alternative growth assets. These are growth investments that we expect to earn higher returns over the long term.

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 3.83% 4.63% 4.69% 1.02% 6.41% 5.9% 7.63% 10.11%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.21% 6.59% 8.29% 14.58% 15.23% 13.97% 11.61% 9.87%
As at 31 Jan 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Equip Growth Plus
Australian Equities
53%
International Equities
47%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.21%
International Equities
49.75%
Cash
2.42%
Property & Infrastructure
4.65%
Fixed Interest
5.34%
Alternatives
3.63%

General Information

Fund Details
Type Description
Equip Growth Plus
Closed
Equipsuper Pty Ltd
Multisector Aggressive
Not Rated
Superannuation Fund
31 Jul 1997
$1787.6 million (as at 31 Mar 2021)
n/a
n/a
Suppressed
Offer information
Type Description
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the Equip Growth Plus

The objective of the Equip Growth Plus managed fund is Achieve a net return of at least 5% p.a. above inflation (measured by CPI) over a rolling 10 year period.

The strategy of the Equip Growth Plus managed fund is Invest solely in Australian and overseas equities and alternative growth assets. These are growth investments that we expect to earn higher returns over the long term.

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

Equip Growth Plus’s total return last month was 3.83%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2023.

Equip Growth Plus’s total return for the last three months was 4.63%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jan 2023.

Equip Growth Plus’s one-year total return is 1.02%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2023.

Equip Growth Plus’s one-year total return is 5.9%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2023.

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

Australian Equities
53%
International Equities
47%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Equip Growth Plus managed fund is Equipsuper Pty Ltd.

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

As at 31 Mar 2021, the size of the Equip Growth Plus managed fund was $1787.6 million.

The Equip Growth Plus managed fund has an inception date of 31 Jul 1997.

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

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

The minimum initial investment amount for the Equip Growth Plus managed fund is $0. Minimum additional investment is $0.

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.