OneAnswer - Frontier Allocated Pension - MFS Global Equity - Managed Fund

Fund Objective

The Trust invests in all types of ordinary shares and equivalents of US and non-US issuers. The MFS style ensures that companies are selected as opposed to countries which my lead to country over/underweighting relative to the MSCI World Index.

Fund Strategy

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.

Fees Comparison

% 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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-5.36%	-11.18%	-8.79%	-6.89%	-0.79%	4.15%	4.96%	8.65%
Growth return	-5.27%	-10.91%	-8.51%	-6.61%	-0.64%	4.25%	5.03%	8.69%
Income return	-0.09%	-0.27%	-0.28%	-0.28%	-0.15%	-0.1%	-0.07%	-0.04%
Market index (MSCI World Ex Australia NR AUD)
Total return	-2.51%	-6.22%	-3.83%	8.14%	10.17%	16.04%	12.71%	13.19%

As at 31 Mar 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

OneAnswer - Frontier Allocated Pension - MFS Global Equity

International Equities: 99.56%

Cash: 0.44%

Australian Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

International Equities: 92.05%

Cash: 1.86%

Australian Equities: 5.57%

Property & Infrastructure: 0.24%

Fixed Interest: -0.01%

Alternatives: 0.29%

General Information

Fund Details

Type	Description
Fund Name	OneAnswer - Frontier Allocated Pension - MFS Global Equity
APIR Code	MMF1653AU
Sector/Asset Class	Equity World Large Blend
Morningstar Rating	(as at 31 Mar 2026)
Legal Structure	Allocated Pension
Fund Inception	15 Nov 2010
Fund Size	$159.72 million (as at 31 Mar 2026)
Entry Price	$5.07272 (as at 28 Apr 2026)
Exit Price	$5.05755 (as at 28 Apr 2026)
Fund Status	Open

Offer information

Type	Description
MER	1.23% (as at 5 Dec 2025)
Indirect Cost Ratio (ICR)	1.23% (as at 30 Jun 2025)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Mar 2026)

Holding (as at 31 Mar 2026)	Type	% of Portfolio
Microsoft Corp		4.41%
Login now to view the complete list of holdings.

Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

Your managed fund switching checklist. Is fear of capital gains tax holding you back?

The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.

Guide to tidying up your Portfolio Manager holdings

FAQs about the OneAnswer - Frontier Allocated Pension - MFS Global Equity

What is the objective of the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund?

The objective of the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund is The Trust invests in all types of ordinary shares and equivalents of US and non-US issuers. The MFS style ensures that companies are selected as opposed to countries which my lead to country over/underweighting relative to the MSCI World Index.

What is the strategy for the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund?

The strategy of the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund is The Trust invests in all types of ordinary shares and equivalents of US and non-US issuers. The MFS style ensures that companies are selected as opposed to countries which my lead to country over/underweighting relative to the MSCI World Index.

What is the APIR code of the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund?

The APIR code of the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund is MMF1653AU.

What was OneAnswer - Frontier Allocated Pension - MFS Global Equity’s total return last month?

OneAnswer - Frontier Allocated Pension - MFS Global Equity’s total return last month was -5.36%. This was made up of a growth return of -5.27% and an income return of -0.09%. These returns were calculated as at 31 Mar 2026.

What was OneAnswer - Frontier Allocated Pension - MFS Global Equity’s total return for the last three months?

OneAnswer - Frontier Allocated Pension - MFS Global Equity’s total return for the last three months was -11.18%. This was made up of a growth return of -10.91% and an income return of -0.27%%. These returns were calculated as at 31 Mar 2026.

What is OneAnswer - Frontier Allocated Pension - MFS Global Equity’s one-year total return?

OneAnswer - Frontier Allocated Pension - MFS Global Equity’s one-year total return is -6.89%. This was made up of a growth return of -6.61% and an income return of -0.28%. These returns were calculated as at 31 Mar 2026.

What is OneAnswer - Frontier Allocated Pension - MFS Global Equity’s three-year total return?

OneAnswer - Frontier Allocated Pension - MFS Global Equity’s one-year total return is 4.15%. This was made up of a growth return of 4.25% and an income return of -0.1%. These returns were calculated as at 31 Mar 2026.

What is the asset allocation of the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund?

The asset allocation of the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund is :

International Equities: 99.56%

Cash: 0.44%

Australian Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund belong to?

The OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund belongs to the Equity World Large Blend sector/asset class.

What is the size of the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund?

As at 31 Mar 2026, the size of the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund was $159.72 million.

What is the inception date of the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund?

The OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund has an inception date of 15 Nov 2010.

What is the current entry price of the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund?

The current entry price of the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund is $5.07272 per unit and the current exit price is $5.05755 per unit (as at 28 Apr 2026).

What is the current exit price of the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund?

The current exit price of the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund is $5.05755 per unit and the current entry price is $5.07272 per unit (as at 28 Apr 2026).

What is the minimum investment amount for the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund?

The minimum initial investment amount for the OneAnswer - Frontier Allocated Pension - MFS Global Equity managed fund is $0. 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.

What our members say about us