InvestSMART

Futurity Sectoral Active Responsible Invm 2 SA8 - Managed Fund

Fund Objective
To provide long-term growth focusing on Australian companies that meet the Australian Ethical Charter.
Fund Strategy
The Fund provides the opportunity to invest in a diversified share portfolio of companies selected on the basis of their social, environmental and financial credentials. The Fund has a bias towards smaller capitalisation stocks listed on the ASX.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.3% 2.91% 8.19% 3.47% 10.17% 8.93% -% -%
Growth return 2.08% 5.03% 6.19% 8.19% 9.77% 7.72% -% -%
Income return -3.38% -2.12% 2% -4.72% 0.4% 1.21% -% -%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return 3.44% 15.31% 25.25% 21.5% 20.14% 15.54% 9.27% 9.62%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Futurity Sectoral Active Responsible Invm 2 SA8
Australian Equities
83.89%
International Equities
13.07%
Cash
3.05%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
90.76%
International Equities
4.26%
Cash
4.14%
Property & Infrastructure
0.23%
Fixed Interest
0.01%
Alternatives
0.60%

General Information

Fund Details
Type Description
Futurity Sectoral Active Responsible Invm 2 SA8
FIG1790AU
Equity Australia Mid/Small Blend
Not Rated
Investment Fund
16 Aug 2022
n/a
$1.2297 (as at 8 Oct 2025)
$1.226 (as at 8 Oct 2025)
Open
Offer information
Type Description
MER 1.40% (as at 28 Feb 2025)

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Westpac Banking Corp Equity 3.57%
Login now to view the complete list of holdings.

FAQs about the Futurity Sectoral Active Responsible Invm 2 SA8

The objective of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund is To provide long-term growth focusing on Australian companies that meet the Australian Ethical Charter.

The strategy of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund is The Fund provides the opportunity to invest in a diversified share portfolio of companies selected on the basis of their social, environmental and financial credentials. The Fund has a bias towards smaller capitalisation stocks listed on the ASX.

The APIR code of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund is FIG1790AU.

Futurity Sectoral Active Responsible Invm 2 SA8’s total return last month was -1.3%. This was made up of a growth return of 2.08% and an income return of -3.38%. These returns were calculated as at 30 Sep 2025.

Futurity Sectoral Active Responsible Invm 2 SA8’s total return for the last three months was 2.91%. This was made up of a growth return of 5.03% and an income return of -2.12%%. These returns were calculated as at 30 Sep 2025.

Futurity Sectoral Active Responsible Invm 2 SA8’s one-year total return is 3.47%. This was made up of a growth return of 8.19% and an income return of -4.72%. These returns were calculated as at 30 Sep 2025.

Futurity Sectoral Active Responsible Invm 2 SA8’s one-year total return is 8.93%. This was made up of a growth return of 7.72% and an income return of 1.21%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund is :

Australian Equities
83.89%
International Equities
13.07%
Cash
3.05%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Futurity Sectoral Active Responsible Invm 2 SA8 managed fund belongs to the Equity Australia Mid/Small Blend sector/asset class.

As at , the size of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund was $ million.

The Futurity Sectoral Active Responsible Invm 2 SA8 managed fund has an inception date of 16 Aug 2022.

The current entry price of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund is $1.2297 per unit and the current exit price is $1.226 per unit (as at 8 Oct 2025).

The current exit price of the Futurity Sectoral Active Responsible Invm 2 SA8 managed fund is $1.226 per unit and the current entry price is $1.2297 per unit (as at 8 Oct 2025).

The minimum initial investment amount for the Futurity Sectoral Active Responsible Invm 2 SA8 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.