InvestSMART

smartMonday - Balanced Growth Pension - Managed Fund (Closed)

Fund Objective
Invests 60–80% of the portfolio in growth assets and typically 20-40% in defensive assets.
Fund Strategy
Invests 60–80% of the portfolio in growth assets and typically 20-40% in defensive assets.

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 -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details
Type Description
smartMonday - Balanced Growth Pension
Closed
Not Rated
Unknown
31 Aug 2008
n/a
n/a
n/a
Finalised
Offer information
Type Description
MER 0.97% (as at 7 Jun 2026)
Savings plan comments
Redemption comments
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FAQs about the smartMonday - Balanced Growth Pension

The objective of the smartMonday - Balanced Growth Pension managed fund is Invests 60–80% of the portfolio in growth assets and typically 20-40% in defensive assets.

The strategy of the smartMonday - Balanced Growth Pension managed fund is Invests 60–80% of the portfolio in growth assets and typically 20-40% in defensive assets.

The APIR code of the smartMonday - Balanced Growth Pension managed fund is .

smartMonday - Balanced Growth Pension’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

smartMonday - Balanced Growth Pension’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

smartMonday - Balanced Growth Pension’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 .

smartMonday - Balanced Growth Pension’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 .

The asset allocation of the smartMonday - Balanced Growth Pension managed fund is :

Alternatives
100%

As at , the size of the smartMonday - Balanced Growth Pension managed fund was $ million.

The smartMonday - Balanced Growth Pension managed fund has an inception date of 31 Aug 2008.

The current entry price of the smartMonday - Balanced Growth Pension managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the smartMonday - Balanced Growth Pension managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the smartMonday - Balanced Growth Pension 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.