Infinity Core Australian Equity E - Managed Fund

Fund Objective

The option aims to outperform the S&P/ASX 200 Accumulation Index over rolling three-year periods before fees and taxes.

Fund Strategy

This strategy is designed for investors who may be seeking exposure to a mix of Australian companies listed on the ASX and part of the S&P/ASX 200 Total Return Index, who can tolerate higher levels of investment risk and the potential for negative returns in any single year. The long-term, strategic asset allocation aims to have 100% exposure to growth assets (shares and listed property).

Fund Performance Comparison

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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	1.21%	10.04%	4.56%	12.08%	-%	-%	-%	-%
Growth return	0.01%	-1.08%	4.94%	2.86%	-%	-%	-%	-%
Income return	1.2%	11.12%	-0.38%	9.22%	-%	-%	-%	-%
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 30 Jun 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details

Type	Description
Fund Name	Infinity Core Australian Equity E
Responsible Entity	Ironbark Asset Mgmt (Fund Services) Ltd
APIR Code	FSF3041AU
Sector/Asset Class	Equity Australia Large Blend
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	19 Jan 2024
Fund Size	n/a
Entry Price	$1.041 (as at 21 Nov 2025)
Exit Price	$1.0369 (as at 21 Nov 2025)
Fund Status	Open

Offer information

Type	Description
MER	0.54% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR)	0.54% (as at 30 Jun 2025)
Performance fee (not included in ICR)	Not Available
Minimum initial investment	$25,000
Minimum additional investments

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FAQs about the Infinity Core Australian Equity E

What is the objective of the Infinity Core Australian Equity E managed fund?

The objective of the Infinity Core Australian Equity E managed fund is The option aims to outperform the S&P/ASX 200 Accumulation Index over rolling three-year periods before fees and taxes.

What is the strategy for the Infinity Core Australian Equity E managed fund?

The strategy of the Infinity Core Australian Equity E managed fund is This strategy is designed for investors who may be seeking exposure to a mix of Australian companies listed on the ASX and part of the S&P/ASX 200 Total Return Index, who can tolerate higher levels of investment risk and the potential for negative returns in any single year. The long-term, strategic asset allocation aims to have 100% exposure to growth assets (shares and listed property).

What is the APIR code of the Infinity Core Australian Equity E managed fund?

The APIR code of the Infinity Core Australian Equity E managed fund is FSF3041AU.

What was Infinity Core Australian Equity E’s total return last month?

Infinity Core Australian Equity E’s total return last month was 1.21%. This was made up of a growth return of 0.01% and an income return of 1.2%. These returns were calculated as at 30 Jun 2025.

What was Infinity Core Australian Equity E’s total return for the last three months?

Infinity Core Australian Equity E’s total return for the last three months was 10.04%. This was made up of a growth return of -1.08% and an income return of 11.12%%. These returns were calculated as at 30 Jun 2025.

What is Infinity Core Australian Equity E’s one-year total return?

Infinity Core Australian Equity E’s one-year total return is 12.08%. This was made up of a growth return of 2.86% and an income return of 9.22%. These returns were calculated as at 30 Jun 2025.

What is Infinity Core Australian Equity E’s three-year total return?

Infinity Core Australian Equity E’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2025.

What is the asset allocation of the Infinity Core Australian Equity E managed fund?

The asset allocation of the Infinity Core Australian Equity E managed fund is :

Australian Equities: 100%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Infinity Core Australian Equity E managed fund?

The Responsible Entity for the Infinity Core Australian Equity E managed fund is Ironbark Asset Mgmt (Fund Services) Ltd.

What sector/asset class does the Infinity Core Australian Equity E managed fund belong to?

The Infinity Core Australian Equity E managed fund belongs to the Equity Australia Large Blend sector/asset class.

What is the size of the Infinity Core Australian Equity E managed fund?

As at , the size of the Infinity Core Australian Equity E managed fund was $ million.

What is the inception date of the Infinity Core Australian Equity E managed fund?

The Infinity Core Australian Equity E managed fund has an inception date of 19 Jan 2024.

What is the current entry price of the Infinity Core Australian Equity E managed fund?

The current entry price of the Infinity Core Australian Equity E managed fund is $1.041 per unit and the current exit price is $1.0369 per unit (as at 21 Nov 2025).

What is the current exit price of the Infinity Core Australian Equity E managed fund?

The current exit price of the Infinity Core Australian Equity E managed fund is $1.0369 per unit and the current entry price is $1.041 per unit (as at 21 Nov 2025).

What is the minimum investment amount for the Infinity Core Australian Equity E managed fund?

The minimum initial investment amount for the Infinity Core Australian Equity E managed fund is $25,000. Minimum additional investment is $0.

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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