InvestSMART

First Balanced TTR - 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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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.
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Fees Comparison

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% 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.
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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 0.43% 2.94% -% -% -% -% -% -%
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 30 Sep 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
Alternatives
4.38%
Australian Equities
27.22%
International Equities
35.54%
Cash
5.94%
Property & Infrastructure
6.33%
Fixed Interest
20.59%

General Information

Fund Details
Type Description
First Balanced TTR
First Super Pty Ltd
Multisector Growth
Not Rated
Superannuation Fund
1 Jul 1988
n/a
n/a
n/a
Open
Offer information
Type Description
MER 1% (as at 1 Jan 2025)

FAQs about the First Balanced TTR

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

The strategy of the First Balanced TTR 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.

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

First Balanced TTR’s total return last month was 0.43%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2025.

First Balanced TTR’s total return for the last three months was 2.94%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Sep 2025.

First Balanced TTR’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 30 Sep 2025.

First Balanced TTR’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 30 Sep 2025.

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

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

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

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

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

The First Balanced TTR managed fund has an inception date of 1 Jul 1988.

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

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

The minimum initial investment amount for the First Balanced 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.