InvestSMART

Futurity Diversified Indexed High Growth DP4 - Managed Fund

Fund Objective
The Fund provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The High Growth Fund targets a 10% allocation to income asset classes and a 90% allocation to growth asset classes, and is for investors with a high tolerance for risk.
Fund Strategy
The Fund provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The High Growth Fund targets a 10% allocation to income asset classes and a 90% allocation to growth asset classes, and is for investors with a high tolerance for risk.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.55% 0.12% 6.9% 4.92% 7.62% 10.09% 5.92% -%
Growth return -0.46% 0.35% 7.39% -% 7.99% 10.34% 6.06% -%
Income return -0.09% -0.23% -0.49% -% -0.37% -0.25% -0.14% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return -0.6% 0.34% 9.68% 7.73% 10.71% 14.3% 8.79% 10.04%
As at 30 Sep 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Futurity Diversified Indexed High Growth DP4
Australian Equities
33.66%
International Equities
52.64%
Cash
1.03%
Property & Infrastructure
2.74%
Fixed Interest
9.93%
Alternatives
0%
Average Allocation of Peers
Australian Equities
33.52%
International Equities
48.52%
Cash
3.47%
Property & Infrastructure
4.76%
Fixed Interest
5.55%
Alternatives
4.18%

General Information

Fund Details
Type Description
Futurity Diversified Indexed High Growth DP4
FIG0317AU
Multisector Aggressive
starstarstarstar (as at 31 Jul 2026)
Investment Fund
11 Feb 2020
n/a
$1.4612 (as at 30 Sep 2026)
$1.4591 (as at 30 Sep 2026)
Open
Offer information
Type Description
MER 0.70% (as at 25 Aug 2026)
Savings plan comments
Redemption comments

Top 10 holdings (as at 30 Sep 2026)

Holding (as at 30 Sep 2026) Type % of Portfolio
Vanguard Australian Shares Index 26.20%
Login now to view the complete list of holdings.
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the Futurity Diversified Indexed High Growth DP4

The objective of the Futurity Diversified Indexed High Growth DP4 managed fund is The Fund provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The High Growth Fund targets a 10% allocation to income asset classes and a 90% allocation to growth asset classes, and is for investors with a high tolerance for risk.

The strategy of the Futurity Diversified Indexed High Growth DP4 managed fund is The Fund provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The High Growth Fund targets a 10% allocation to income asset classes and a 90% allocation to growth asset classes, and is for investors with a high tolerance for risk.

The APIR code of the Futurity Diversified Indexed High Growth DP4 managed fund is FIG0317AU.

Futurity Diversified Indexed High Growth DP4’s total return last month was -0.55%. This was made up of a growth return of -0.46% and an income return of -0.09%. These returns were calculated as at 30 Sep 2026.

Futurity Diversified Indexed High Growth DP4’s total return for the last three months was 0.12%. This was made up of a growth return of 0.35% and an income return of -0.23%%. These returns were calculated as at 30 Sep 2026.

Futurity Diversified Indexed High Growth DP4’s one-year total return is 4.92%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2026.

Futurity Diversified Indexed High Growth DP4’s one-year total return is 10.09%. This was made up of a growth return of 10.34% and an income return of -0.25%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the Futurity Diversified Indexed High Growth DP4 managed fund is :

Australian Equities
33.66%
International Equities
52.64%
Cash
1.03%
Property & Infrastructure
2.74%
Fixed Interest
9.93%
Alternatives
0%

The Futurity Diversified Indexed High Growth DP4 managed fund belongs to the Multisector Aggressive sector/asset class.

As at , the size of the Futurity Diversified Indexed High Growth DP4 managed fund was $ million.

The Futurity Diversified Indexed High Growth DP4 managed fund has an inception date of 11 Feb 2020.

The current entry price of the Futurity Diversified Indexed High Growth DP4 managed fund is $1.4612 per unit and the current exit price is $1.4591 per unit (as at 30 Sep 2026).

The current exit price of the Futurity Diversified Indexed High Growth DP4 managed fund is $1.4591 per unit and the current entry price is $1.4612 per unit (as at 30 Sep 2026).

The minimum initial investment amount for the Futurity Diversified Indexed High Growth DP4 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.