Foresters Investment Bond Sustainable - Managed Fund

Fund Objective

Invests across both defensive and growth assets while focusing on environmental, social, and governance (ESG) considerations. Ideal for investors seeking to support responsible business practices. Investments may include shares; property; fixed interest securities; and alternative investments.

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

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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	1.26%	0.92%	1.8%	4.9%	5.62%	5.51%	-%	-%
Growth return	1.34%	1.17%	2.21%	5.32%	5.83%	5.65%	-%	-%
Income return	-0.08%	-0.25%	-0.41%	-0.42%	-0.21%	-0.14%	-%	-%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return	2.2%	1.14%	3.04%	8.6%	9.27%	9.19%	5.32%	6.26%

As at 31 May 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: 8.33%

Australian Equities: 17.43%

International Equities: 27.31%

Cash: 7.26%

Property & Infrastructure: 3.72%

Fixed Interest: 35.95%

General Information

Fund Details

Type	Description
Fund Name	Foresters Investment Bond Sustainable
APIR Code
Sector/Asset Class	Multisector Balanced
Morningstar Rating	(as at 30 Apr 2026)
Legal Structure	Investment Fund
Fund Inception	7 Jan 2022
Fund Size	$0.14 million (as at 29 May 2026)
Entry Price	$1.12716 (as at 29 May 2026)
Exit Price	$1.12716 (as at 29 May 2026)
Fund Status	Open

Offer information

Type	Description
MER	0% (as at 19 Jan 2026)
Indirect Cost Ratio (ICR)	0.98% (as at 30 Jun 2025)
Minimum initial investment	$500.00
Minimum additional investments	$60.00

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FAQs about the Foresters Investment Bond Sustainable

What is the objective of the Foresters Investment Bond Sustainable managed fund?

The objective of the Foresters Investment Bond Sustainable managed fund is Invests across both defensive and growth assets while focusing on environmental, social, and governance (ESG) considerations. Ideal for investors seeking to support responsible business practices. Investments may include shares; property; fixed interest securities; and alternative investments.

What is the strategy for the Foresters Investment Bond Sustainable managed fund?

The strategy of the Foresters Investment Bond Sustainable managed fund is Invests across both defensive and growth assets while focusing on environmental, social, and governance (ESG) considerations. Ideal for investors seeking to support responsible business practices. Investments may include shares; property; fixed interest securities; and alternative investments.

What is the APIR code of the Foresters Investment Bond Sustainable managed fund?

The APIR code of the Foresters Investment Bond Sustainable managed fund is .

What was Foresters Investment Bond Sustainable’s total return last month?

Foresters Investment Bond Sustainable’s total return last month was 1.26%. This was made up of a growth return of 1.34% and an income return of -0.08%. These returns were calculated as at 31 May 2026.

What was Foresters Investment Bond Sustainable’s total return for the last three months?

Foresters Investment Bond Sustainable’s total return for the last three months was 0.92%. This was made up of a growth return of 1.17% and an income return of -0.25%%. These returns were calculated as at 31 May 2026.

What is Foresters Investment Bond Sustainable’s one-year total return?

Foresters Investment Bond Sustainable’s one-year total return is 4.9%. This was made up of a growth return of 5.32% and an income return of -0.42%. These returns were calculated as at 31 May 2026.

What is Foresters Investment Bond Sustainable’s three-year total return?

Foresters Investment Bond Sustainable’s one-year total return is 5.51%. This was made up of a growth return of 5.65% and an income return of -0.14%. These returns were calculated as at 31 May 2026.

What is the asset allocation of the Foresters Investment Bond Sustainable managed fund?

The asset allocation of the Foresters Investment Bond Sustainable 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 Foresters Investment Bond Sustainable managed fund belong to?

The Foresters Investment Bond Sustainable managed fund belongs to the Multisector Balanced sector/asset class.

What is the size of the Foresters Investment Bond Sustainable managed fund?

As at 29 May 2026, the size of the Foresters Investment Bond Sustainable managed fund was $0.14 million.

What is the inception date of the Foresters Investment Bond Sustainable managed fund?

The Foresters Investment Bond Sustainable managed fund has an inception date of 7 Jan 2022.

What is the current entry price of the Foresters Investment Bond Sustainable managed fund?

The current entry price of the Foresters Investment Bond Sustainable managed fund is $1.12716 per unit and the current exit price is $1.12716 per unit (as at 29 May 2026).

What is the current exit price of the Foresters Investment Bond Sustainable managed fund?

The current exit price of the Foresters Investment Bond Sustainable managed fund is $1.12716 per unit and the current entry price is $1.12716 per unit (as at 29 May 2026).

What is the minimum investment amount for the Foresters Investment Bond Sustainable managed fund?

The minimum initial investment amount for the Foresters Investment Bond Sustainable managed fund is $500. Minimum additional investment is $60.

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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