InvestSMART

Morrison HCF Australia Feeder AUD Hedged - Managed Fund

Fund Objective
The Investment Manager of the Sub-Fund seeks to “invest wisely in ideas that matter”, aligned with responsible investment practices and an integrated environmental, social and governance framework to achieve this purpose.
Fund Strategy
The Investment Manager of the Sub-Fund seeks to “invest wisely in ideas that matter”, aligned with responsible investment practices and an integrated environmental, social and governance framework to achieve this purpose.

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 10.78% 11.39% 15.25% 17.86% 11.59% -% -% -%
Growth return -98.86% -98.85% -98.81% -98.78% -88.67% -% -% -%
Income return 109.64% 110.24% 114.06% 116.64% 100.26% -% -% -%
Market index (FTSE Dvlp Core Infra 50/50 NR Hdg AUD)
Total return -3.04% 9% 9.23% 15.78% 15.52% 10.53% 7.86% 7.56%
As at 28 Feb 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
5.97%
Australian Equities
7.82%
International Equities
81.34%
Cash
3.55%
Property & Infrastructure
1.26%
Fixed Interest
0.06%

General Information

Fund Details
Type Description
Morrison HCF Australia Feeder AUD Hedged
MOC5344AU
Equity Global Infrastructure - Currency Hedged
Not Rated
Investment Fund
19 Oct 2023
n/a
$131.0496 (as at 30 Mar 2026)
$131.0496 (as at 30 Mar 2026)
Open
Offer information
Type Description
MER 0.90% (as at 1 Dec 2024)
Minimum initial investment $50,000
Minimum additional investments $10,000.00

FAQs about the Morrison HCF Australia Feeder AUD Hedged

The objective of the Morrison HCF Australia Feeder AUD Hedged managed fund is The Investment Manager of the Sub-Fund seeks to “invest wisely in ideas that matter”, aligned with responsible investment practices and an integrated environmental, social and governance framework to achieve this purpose.

The strategy of the Morrison HCF Australia Feeder AUD Hedged managed fund is The Investment Manager of the Sub-Fund seeks to “invest wisely in ideas that matter”, aligned with responsible investment practices and an integrated environmental, social and governance framework to achieve this purpose.

The APIR code of the Morrison HCF Australia Feeder AUD Hedged managed fund is MOC5344AU.

Morrison HCF Australia Feeder AUD Hedged’s total return last month was 10.78%. This was made up of a growth return of -98.86% and an income return of 109.64%. These returns were calculated as at 28 Feb 2026.

Morrison HCF Australia Feeder AUD Hedged’s total return for the last three months was 11.39%. This was made up of a growth return of -98.85% and an income return of 110.24%%. These returns were calculated as at 28 Feb 2026.

Morrison HCF Australia Feeder AUD Hedged’s one-year total return is 17.86%. This was made up of a growth return of -98.78% and an income return of 116.64%. These returns were calculated as at 28 Feb 2026.

Morrison HCF Australia Feeder AUD Hedged’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 28 Feb 2026.

The asset allocation of the Morrison HCF Australia Feeder AUD Hedged managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Morrison HCF Australia Feeder AUD Hedged managed fund belongs to the Equity Global Infrastructure - Currency Hedged sector/asset class.

As at , the size of the Morrison HCF Australia Feeder AUD Hedged managed fund was $ million.

The Morrison HCF Australia Feeder AUD Hedged managed fund has an inception date of 19 Oct 2023.

The current entry price of the Morrison HCF Australia Feeder AUD Hedged managed fund is $131.0496 per unit and the current exit price is $131.0496 per unit (as at 30 Mar 2026).

The current exit price of the Morrison HCF Australia Feeder AUD Hedged managed fund is $131.0496 per unit and the current entry price is $131.0496 per unit (as at 30 Mar 2026).

The minimum initial investment amount for the Morrison HCF Australia Feeder AUD Hedged managed fund is $50,000. Minimum additional investment is $10000.

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.