Futurity Sectoral Active International Equities SA4 - Managed Fund

Fund Objective

To seek capital appreciation over the longer term by investing in the MFS Global Equity Trust. The Trust is hedged to the Australian dollar and aims to outperform its Benchmark over full market sysle, before fees, taxes and expenses.

Fund Strategy

The Trust, through fundamental analysis, seeks to invest in companies with sustainable above-average growth prospects at reasonable valuations.

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.

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Fees Comparison

% 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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	1.1%	2.46%	-0.72%	2.66%	5.46%	5.61%	4.67%	-%
Growth return	1.1%	2.46%	-0.72%	2.66%	5.46%	5.61%	4.67%	-%
Income return	0%	0%	0%	0%	0%	0%	0%	-%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return	0.87%	5.67%	9.66%	13.17%	16.48%	15.02%	12.89%	11.13%

As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Futurity Sectoral Active International Equities SA4

International Equities: 99.51%

Cash: 0.49%

Australian Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

International Equities: 98.27%

Cash: 1.45%

Australian Equities: 0.06%

Property & Infrastructure: 0.20%

Fixed Interest: 0.03%

Alternatives: 0%

General Information

Fund Details

Type	Description
Fund Name	Futurity Sectoral Active International Equities SA4
APIR Code	FIG6924AU
Sector/Asset Class	Equity World - Currency Hedged
Morningstar Rating	(as at 31 Aug 2025)
Legal Structure	Investment Fund
Fund Inception	6 Feb 2020
Fund Size	n/a
Entry Price	$1.1816 (as at 15 Sep 2025)
Exit Price	$1.178 (as at 15 Sep 2025)
Fund Status	Open

Offer information

Type	Description
MER	1.26% (as at 28 Feb 2025)

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025)	Type	% of Portfolio
MFS Global Equity Trust W	Mutual Fund - Open End	100.77%
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FAQs about the Futurity Sectoral Active International Equities SA4

What is the objective of the Futurity Sectoral Active International Equities SA4 managed fund?

The objective of the Futurity Sectoral Active International Equities SA4 managed fund is To seek capital appreciation over the longer term by investing in the MFS Global Equity Trust. The Trust is hedged to the Australian dollar and aims to outperform its Benchmark over full market sysle, before fees, taxes and expenses.

What is the strategy for the Futurity Sectoral Active International Equities SA4 managed fund?

The strategy of the Futurity Sectoral Active International Equities SA4 managed fund is The Trust, through fundamental analysis, seeks to invest in companies with sustainable above-average growth prospects at reasonable valuations.

What is the APIR code of the Futurity Sectoral Active International Equities SA4 managed fund?

The APIR code of the Futurity Sectoral Active International Equities SA4 managed fund is FIG6924AU.

What was Futurity Sectoral Active International Equities SA4’s total return last month?

Futurity Sectoral Active International Equities SA4’s total return last month was 1.1%. This was made up of a growth return of 1.1% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What was Futurity Sectoral Active International Equities SA4’s total return for the last three months?

Futurity Sectoral Active International Equities SA4’s total return for the last three months was 2.46%. This was made up of a growth return of 2.46% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

What is Futurity Sectoral Active International Equities SA4’s one-year total return?

Futurity Sectoral Active International Equities SA4’s one-year total return is 2.66%. This was made up of a growth return of 2.66% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What is Futurity Sectoral Active International Equities SA4’s three-year total return?

Futurity Sectoral Active International Equities SA4’s one-year total return is 5.61%. This was made up of a growth return of 5.61% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What is the asset allocation of the Futurity Sectoral Active International Equities SA4 managed fund?

The asset allocation of the Futurity Sectoral Active International Equities SA4 managed fund is :

International Equities: 99.51%

Cash: 0.49%

Australian Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the Futurity Sectoral Active International Equities SA4 managed fund belong to?

The Futurity Sectoral Active International Equities SA4 managed fund belongs to the Equity World - Currency Hedged sector/asset class.

What is the size of the Futurity Sectoral Active International Equities SA4 managed fund?

As at , the size of the Futurity Sectoral Active International Equities SA4 managed fund was $ million.

What is the inception date of the Futurity Sectoral Active International Equities SA4 managed fund?

The Futurity Sectoral Active International Equities SA4 managed fund has an inception date of 6 Feb 2020.

What is the current entry price of the Futurity Sectoral Active International Equities SA4 managed fund?

The current entry price of the Futurity Sectoral Active International Equities SA4 managed fund is $1.1816 per unit and the current exit price is $1.178 per unit (as at 15 Sep 2025).

What is the current exit price of the Futurity Sectoral Active International Equities SA4 managed fund?

The current exit price of the Futurity Sectoral Active International Equities SA4 managed fund is $1.178 per unit and the current entry price is $1.1816 per unit (as at 15 Sep 2025).

What is the minimum investment amount for the Futurity Sectoral Active International Equities SA4 managed fund?

The minimum initial investment amount for the Futurity Sectoral Active International Equities SA4 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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