OA Frontier TTR - MoneyForLife Index Balanced - Managed Fund

Fund Objective

The Fund will hold or be exposed to most of the securities in the index, allowing for individual security weightings to vary from the index from time to time. The Fund may invest in, or be exposed to, securities that have been removed from or are expected to be included in the 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	0%	0%	0%	-0.61%	4.08%	6.12%	4.58%	-%
Growth return	0.01%	0.08%	0.08%	1.93%	3.05%	5.68%	4.19%	-%
Income return	-0.01%	-0.08%	-0.08%	-2.54%	1.03%	0.44%	0.39%	-%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return	1.45%	1.88%	3.15%	8.95%	9.02%	9.46%	6.09%	6.69%

As at 28 Feb 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

OA Frontier TTR - MoneyForLife Index Balanced

Australian Equities: 29.58%

International Equities: 29.75%

Cash: 11.67%

Fixed Interest: 29%

Property & Infrastructure: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 17.69%

International Equities: 27.50%

Cash: 7.27%

Fixed Interest: 34.55%

Property & Infrastructure: 3.77%

Alternatives: 9.22%

General Information

Fund Details

Type	Description
Fund Name	OA Frontier TTR - MoneyForLife Index Balanced
APIR Code	MMF3867AU
Sector/Asset Class	Multisector Balanced
Morningstar Rating	(as at 28 Feb 2026)
Legal Structure	Superannuation Fund
Fund Inception	26 May 2018
Fund Size	$0 million (as at 30 Apr 2025)
Entry Price	$1.45768 (as at 18 Mar 2026)
Exit Price	$1.4571 (as at 18 Mar 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.88% (as at 5 Dec 2025)
Indirect Cost Ratio (ICR)	0.88% (as at 30 Jun 2025)
Minimum initial investment	$20,000
Minimum additional investments

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 OA Frontier TTR - MoneyForLife Index Balanced

What is the objective of the OA Frontier TTR - MoneyForLife Index Balanced managed fund?

The objective of the OA Frontier TTR - MoneyForLife Index Balanced managed fund is The Fund will hold or be exposed to most of the securities in the index, allowing for individual security weightings to vary from the index from time to time. The Fund may invest in, or be exposed to, securities that have been removed from or are expected to be included in the index.

What is the strategy for the OA Frontier TTR - MoneyForLife Index Balanced managed fund?

The strategy of the OA Frontier TTR - MoneyForLife Index Balanced managed fund is The Fund will hold or be exposed to most of the securities in the index, allowing for individual security weightings to vary from the index from time to time. The Fund may invest in, or be exposed to, securities that have been removed from or are expected to be included in the index.

What is the APIR code of the OA Frontier TTR - MoneyForLife Index Balanced managed fund?

The APIR code of the OA Frontier TTR - MoneyForLife Index Balanced managed fund is MMF3867AU.

What was OA Frontier TTR - MoneyForLife Index Balanced’s total return last month?

OA Frontier TTR - MoneyForLife Index Balanced’s total return last month was 0%. This was made up of a growth return of 0.01% and an income return of -0.01%. These returns were calculated as at 28 Feb 2026.

What was OA Frontier TTR - MoneyForLife Index Balanced’s total return for the last three months?

OA Frontier TTR - MoneyForLife Index Balanced’s total return for the last three months was 0%. This was made up of a growth return of 0.08% and an income return of -0.08%%. These returns were calculated as at 28 Feb 2026.

What is OA Frontier TTR - MoneyForLife Index Balanced’s one-year total return?

OA Frontier TTR - MoneyForLife Index Balanced’s one-year total return is -0.61%. This was made up of a growth return of 1.93% and an income return of -2.54%. These returns were calculated as at 28 Feb 2026.

What is OA Frontier TTR - MoneyForLife Index Balanced’s three-year total return?

OA Frontier TTR - MoneyForLife Index Balanced’s one-year total return is 6.12%. This was made up of a growth return of 5.68% and an income return of 0.44%. These returns were calculated as at 28 Feb 2026.

What is the asset allocation of the OA Frontier TTR - MoneyForLife Index Balanced managed fund?

The asset allocation of the OA Frontier TTR - MoneyForLife Index Balanced managed fund is :

Australian Equities: 29.58%

International Equities: 29.75%

Cash: 11.67%

Fixed Interest: 29%

Property & Infrastructure: 0%

Alternatives: 0%

What sector/asset class does the OA Frontier TTR - MoneyForLife Index Balanced managed fund belong to?

The OA Frontier TTR - MoneyForLife Index Balanced managed fund belongs to the Multisector Balanced sector/asset class.

What is the size of the OA Frontier TTR - MoneyForLife Index Balanced managed fund?

As at 30 Apr 2025, the size of the OA Frontier TTR - MoneyForLife Index Balanced managed fund was $0 million.

What is the inception date of the OA Frontier TTR - MoneyForLife Index Balanced managed fund?

The OA Frontier TTR - MoneyForLife Index Balanced managed fund has an inception date of 26 May 2018.

What is the current entry price of the OA Frontier TTR - MoneyForLife Index Balanced managed fund?

The current entry price of the OA Frontier TTR - MoneyForLife Index Balanced managed fund is $1.45768 per unit and the current exit price is $1.4571 per unit (as at 18 Mar 2026).

What is the current exit price of the OA Frontier TTR - MoneyForLife Index Balanced managed fund?

The current exit price of the OA Frontier TTR - MoneyForLife Index Balanced managed fund is $1.4571 per unit and the current entry price is $1.45768 per unit (as at 18 Mar 2026).

What is the minimum investment amount for the OA Frontier TTR - MoneyForLife Index Balanced managed fund?

The minimum initial investment amount for the OA Frontier TTR - MoneyForLife Index Balanced managed fund is $20,000. 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.

What our members say about us