Futurity Sectoral Active Australian Equities SA3 - Managed Fund

Fund Objective

To achieve returns that exceed the S&P/ASX 300 Accumulation Index after fees over the medium to long term.

Fund Strategy

The Fund implements a managed volatility equities strategy that aims to reduce volatility by identifying, and investing in, high quality listed equity securities that have reasonable valuations, high quality cash flows and relatively stable share prices.

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	-0.53%	0.27%	2.79%	9.21%	8.88%	6.08%	4.76%	-%
Growth return	-%	0.27%	2.79%	9.21%	8.88%	6.08%	4.76%	-%
Income return	-%	0%	0%	0%	0%	0%	0%	-%
Market index (S&P/ASX 200 TR AUD)
Total return	0.39%	2.7%	11.09%	12.46%	18.51%	13.08%	12.64%	9.68%

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	Futurity Sectoral Active Australian Equities SA3
APIR Code	FIG4784AU
Sector/Asset Class	Equity Australia Large Blend
Morningstar Rating	(as at 31 Oct 2025)
Legal Structure	Investment Fund
Fund Inception	31 Jan 2020
Fund Size	n/a
Entry Price	$1.1461 (as at 19 Nov 2025)
Exit Price	$1.1404 (as at 19 Nov 2025)
Fund Status	Open

Offer information

Type	Description
MER	0.81% (as at 28 Feb 2025)

Top 10 holdings (as at 30 Sep 2025)

Holding (as at 30 Sep 2025)	Type	% of Portfolio
Aristocrat Leisure Ltd	Equity	4.91%
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FAQs about the Futurity Sectoral Active Australian Equities SA3

What is the objective of the Futurity Sectoral Active Australian Equities SA3 managed fund?

The objective of the Futurity Sectoral Active Australian Equities SA3 managed fund is To achieve returns that exceed the S&P/ASX 300 Accumulation Index after fees over the medium to long term.

What is the strategy for the Futurity Sectoral Active Australian Equities SA3 managed fund?

The strategy of the Futurity Sectoral Active Australian Equities SA3 managed fund is The Fund implements a managed volatility equities strategy that aims to reduce volatility by identifying, and investing in, high quality listed equity securities that have reasonable valuations, high quality cash flows and relatively stable share prices.

What is the APIR code of the Futurity Sectoral Active Australian Equities SA3 managed fund?

The APIR code of the Futurity Sectoral Active Australian Equities SA3 managed fund is FIG4784AU.

What was Futurity Sectoral Active Australian Equities SA3’s total return last month?

Futurity Sectoral Active Australian Equities SA3’s total return last month was -0.53%. 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 Futurity Sectoral Active Australian Equities SA3’s total return for the last three months?

Futurity Sectoral Active Australian Equities SA3’s total return for the last three months was 0.27%. This was made up of a growth return of 0.27% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

What is Futurity Sectoral Active Australian Equities SA3’s one-year total return?

Futurity Sectoral Active Australian Equities SA3’s one-year total return is 9.21%. This was made up of a growth return of 9.21% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

What is Futurity Sectoral Active Australian Equities SA3’s three-year total return?

Futurity Sectoral Active Australian Equities SA3’s one-year total return is 6.08%. This was made up of a growth return of 6.08% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

What is the asset allocation of the Futurity Sectoral Active Australian Equities SA3 managed fund?

The asset allocation of the Futurity Sectoral Active Australian Equities SA3 managed fund is :

Australian Equities: 100%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the Futurity Sectoral Active Australian Equities SA3 managed fund belong to?

The Futurity Sectoral Active Australian Equities SA3 managed fund belongs to the Equity Australia Large Blend sector/asset class.

What is the size of the Futurity Sectoral Active Australian Equities SA3 managed fund?

As at , the size of the Futurity Sectoral Active Australian Equities SA3 managed fund was $ million.

What is the inception date of the Futurity Sectoral Active Australian Equities SA3 managed fund?

The Futurity Sectoral Active Australian Equities SA3 managed fund has an inception date of 31 Jan 2020.

What is the current entry price of the Futurity Sectoral Active Australian Equities SA3 managed fund?

The current entry price of the Futurity Sectoral Active Australian Equities SA3 managed fund is $1.1461 per unit and the current exit price is $1.1404 per unit (as at 19 Nov 2025).

What is the current exit price of the Futurity Sectoral Active Australian Equities SA3 managed fund?

The current exit price of the Futurity Sectoral Active Australian Equities SA3 managed fund is $1.1404 per unit and the current entry price is $1.1461 per unit (as at 19 Nov 2025).

What is the minimum investment amount for the Futurity Sectoral Active Australian Equities SA3 managed fund?

The minimum initial investment amount for the Futurity Sectoral Active Australian Equities SA3 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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