InvestSMART

Futurity Sectoral Active Responsible Invm SA7 - Managed Fund

Fund Objective
To outperform the benchmark (before fees and taxes) over rolling three-year periods.
Fund Strategy
The Fund aims to provide long-term capital growth and regular income through investment in quality shares of Australian ethical and socially responsible companies.

Fund Performance Comparison

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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.
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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 2.48% 4.48% 6.12% 8.82% 8.41% 7.7% -% -%
Growth return 2.48% 4.48% 6.12% 8.82% 8.41% 7.7% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return -0.78% 4.71% 14.66% 10.56% 16.03% 15.17% 12.98% 10.11%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Futurity Sectoral Active Responsible Invm SA7
Australian Equities
84.45%
International Equities
5.92%
Cash
9.63%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.40%
International Equities
5.08%
Cash
-0.72%
Property & Infrastructure
1.40%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Futurity Sectoral Active Responsible Invm SA7
FIG7000AU
Equity Australia Large Value
Not Rated
Investment Fund
19 Aug 2022
n/a
$1.2301 (as at 15 Sep 2025)
$1.2264 (as at 15 Sep 2025)
Open
Offer information
Type Description
MER 1.45% (as at 28 Feb 2025)

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Brickworks Ltd Equity 5.74%
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FAQs about the Futurity Sectoral Active Responsible Invm SA7

The objective of the Futurity Sectoral Active Responsible Invm SA7 managed fund is To outperform the benchmark (before fees and taxes) over rolling three-year periods.

The strategy of the Futurity Sectoral Active Responsible Invm SA7 managed fund is The Fund aims to provide long-term capital growth and regular income through investment in quality shares of Australian ethical and socially responsible companies.

The APIR code of the Futurity Sectoral Active Responsible Invm SA7 managed fund is FIG7000AU.

Futurity Sectoral Active Responsible Invm SA7’s total return last month was 2.48%. This was made up of a growth return of 2.48% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Futurity Sectoral Active Responsible Invm SA7’s total return for the last three months was 4.48%. This was made up of a growth return of 4.48% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Futurity Sectoral Active Responsible Invm SA7’s one-year total return is 8.82%. This was made up of a growth return of 8.82% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Futurity Sectoral Active Responsible Invm SA7’s one-year total return is 7.7%. This was made up of a growth return of 7.7% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Futurity Sectoral Active Responsible Invm SA7 managed fund is :

Australian Equities
84.45%
International Equities
5.92%
Cash
9.63%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Futurity Sectoral Active Responsible Invm SA7 managed fund belongs to the Equity Australia Large Value sector/asset class.

As at , the size of the Futurity Sectoral Active Responsible Invm SA7 managed fund was $ million.

The Futurity Sectoral Active Responsible Invm SA7 managed fund has an inception date of 19 Aug 2022.

The current entry price of the Futurity Sectoral Active Responsible Invm SA7 managed fund is $1.2301 per unit and the current exit price is $1.2264 per unit (as at 15 Sep 2025).

The current exit price of the Futurity Sectoral Active Responsible Invm SA7 managed fund is $1.2264 per unit and the current entry price is $1.2301 per unit (as at 15 Sep 2025).

The minimum initial investment amount for the Futurity Sectoral Active Responsible Invm SA7 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.