InvestSMART

Futurity Managed & Blended Growth Portfolio FM2 - Managed Fund

Fund Objective
To outperform (before fees and tax) the growth portfolio asset class mix based upon the long-term strategic asset allocation of the Fund.
Fund Strategy
To construct investment portfolios aimed for stable and reliable returns, without taking excessive risk, over the long term. A key focus is the Fund's diversified long-term strategic asset allocation amongst asset classes, investment managers, risk types and individual securities.

Fund Performance Comparison

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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 0.91% 2.8% 7.11% 8.2% 9.97% 7.46% 5.75% -%
Growth return -% 2.84% 7.15% 8.25% 9.99% 7.47% 5.76% -%
Income return -% -0.04% -0.04% -0.05% -0.02% -0.01% -0.01% -%
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
Futurity Managed & Blended Growth Portfolio FM2
FIG9646AU
Multisector Growth
starstarstar (as at 31 Oct 2025)
Investment Fund
27 Feb 2020
n/a
$1.3007 (as at 11 Nov 2025)
$1.296 (as at 11 Nov 2025)
Open
Offer information
Type Description
MER 1.25% (as at 28 Feb 2025)
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FAQs about the Futurity Managed & Blended Growth Portfolio FM2

The objective of the Futurity Managed & Blended Growth Portfolio FM2 managed fund is To outperform (before fees and tax) the growth portfolio asset class mix based upon the long-term strategic asset allocation of the Fund.

The strategy of the Futurity Managed & Blended Growth Portfolio FM2 managed fund is To construct investment portfolios aimed for stable and reliable returns, without taking excessive risk, over the long term. A key focus is the Fund's diversified long-term strategic asset allocation amongst asset classes, investment managers, risk types and individual securities.

The APIR code of the Futurity Managed & Blended Growth Portfolio FM2 managed fund is FIG9646AU.

Futurity Managed & Blended Growth Portfolio FM2’s total return last month was 0.91%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2025.

Futurity Managed & Blended Growth Portfolio FM2’s total return for the last three months was 2.8%. This was made up of a growth return of 2.84% and an income return of -0.04%%. These returns were calculated as at 31 Oct 2025.

Futurity Managed & Blended Growth Portfolio FM2’s one-year total return is 8.2%. This was made up of a growth return of 8.25% and an income return of -0.05%. These returns were calculated as at 31 Oct 2025.

Futurity Managed & Blended Growth Portfolio FM2’s one-year total return is 7.46%. This was made up of a growth return of 7.47% and an income return of -0.01%. These returns were calculated as at 31 Oct 2025.

The asset allocation of the Futurity Managed & Blended Growth Portfolio FM2 managed fund is :

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

The Futurity Managed & Blended Growth Portfolio FM2 managed fund belongs to the Multisector Growth sector/asset class.

As at , the size of the Futurity Managed & Blended Growth Portfolio FM2 managed fund was $ million.

The Futurity Managed & Blended Growth Portfolio FM2 managed fund has an inception date of 27 Feb 2020.

The current entry price of the Futurity Managed & Blended Growth Portfolio FM2 managed fund is $1.3007 per unit and the current exit price is $1.296 per unit (as at 11 Nov 2025).

The current exit price of the Futurity Managed & Blended Growth Portfolio FM2 managed fund is $1.296 per unit and the current entry price is $1.3007 per unit (as at 11 Nov 2025).

The minimum initial investment amount for the Futurity Managed & Blended Growth Portfolio FM2 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.