First Balanced Pension - Managed Fund

Fund Objective

Achieve returns after tax and investment expenses that exceeds inflation by 3.0% per year (over rolling 10 years).

Fund Strategy

In this option, investments are spread across assets like property, fixed income, equities, infrastructure and cash. Designed to provide good growth over the mid to long-term.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.99%	2.9%	-%	-%	-%	-%	-%	-%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	1.46%	4.16%	11.05%	13.41%	17.1%	12.49%	9.66%	8.09%

As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details

Type	Description
Fund Name	First Balanced Pension
Responsible Entity	First Super Pty Ltd
APIR Code
Sector/Asset Class	Multisector Growth
Morningstar Rating	Not Rated
Legal Structure	Allocated Pension
Fund Inception	18 Mar 2005
Fund Size	n/a
Entry Price	n/a
Exit Price	n/a
Fund Status	Open

Offer information

Type	Description
MER	0.92% (as at 1 Jul 2025)

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FAQs about the First Balanced Pension

What is the objective of the First Balanced Pension managed fund?

The objective of the First Balanced Pension managed fund is Achieve returns after tax and investment expenses that exceeds inflation by 3.0% per year (over rolling 10 years).

What is the strategy for the First Balanced Pension managed fund?

The strategy of the First Balanced Pension managed fund is In this option, investments are spread across assets like property, fixed income, equities, infrastructure and cash. Designed to provide good growth over the mid to long-term.

What is the APIR code of the First Balanced Pension managed fund?

The APIR code of the First Balanced Pension managed fund is .

What was First Balanced Pension’s total return last month?

First Balanced Pension’s total return last month was 0.99%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2025.

What was First Balanced Pension’s total return for the last three months?

First Balanced Pension’s total return for the last three months was 2.9%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Oct 2025.

What is First Balanced Pension’s one-year total return?

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

What is First Balanced Pension’s three-year total return?

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

What is the asset allocation of the First Balanced Pension managed fund?

The asset allocation of the First Balanced Pension managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Who is the responsible Entity of the First Balanced Pension managed fund?

The Responsible Entity for the First Balanced Pension managed fund is First Super Pty Ltd.

What sector/asset class does the First Balanced Pension managed fund belong to?

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

What is the size of the First Balanced Pension managed fund?

As at , the size of the First Balanced Pension managed fund was $ million.

What is the inception date of the First Balanced Pension managed fund?

The First Balanced Pension managed fund has an inception date of 18 Mar 2005.

What is the current entry price of the First Balanced Pension managed fund?

The current entry price of the First Balanced Pension managed fund is $ per unit and the current exit price is $ per unit (as at ).

What is the current exit price of the First Balanced Pension managed fund?

The current exit price of the First Balanced Pension managed fund is $ per unit and the current entry price is $ per unit (as at ).

What is the minimum investment amount for the First Balanced Pension managed fund?

The minimum initial investment amount for the First Balanced 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.

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