smartMonday - Growth Pension - Managed Fund (Closed)

Fund Objective

Invests 80–90% of the portfolio in growth assets and typically 15% in defensive assets.

Fund Strategy

Invests 80–90% of the portfolio in growth assets and typically 15% in defensive assets.

Fund Performance Comparison

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Peers

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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.

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	-%	-%	-%	-%	-%	-%	-%	-%
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
Fund Name	smartMonday - Growth Pension
Fund Status	Closed
APIR Code
Morningstar Rating	Not Rated
Legal Structure	Unknown
Fund Inception	30 Sep 2008
Fund Size	n/a
Entry Price	n/a
Exit Price	n/a
Fund Status	Finalised

Offer information

Type	Description
MER	0% (as at 11 Sep 2025)
Savings plan comments
Redemption comments

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FAQs about the smartMonday - Growth Pension

What is the objective of the smartMonday - Growth Pension managed fund?

The objective of the smartMonday - Growth Pension managed fund is Invests 80–90% of the portfolio in growth assets and typically 15% in defensive assets.

What is the strategy for the smartMonday - Growth Pension managed fund?

The strategy of the smartMonday - Growth Pension managed fund is Invests 80–90% of the portfolio in growth assets and typically 15% in defensive assets.

What is the APIR code of the smartMonday - Growth Pension managed fund?

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

What was smartMonday - Growth Pension’s total return last month?

smartMonday - 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 .

What was smartMonday - Growth Pension’s total return for the last three months?

smartMonday - 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 .

What is smartMonday - Growth Pension’s one-year total return?

smartMonday - 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 .

What is smartMonday - Growth Pension’s three-year total return?

smartMonday - 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 .

What is the asset allocation of the smartMonday - Growth Pension managed fund?

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

Alternatives: 100%

What is the size of the smartMonday - Growth Pension managed fund?

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

What is the inception date of the smartMonday - Growth Pension managed fund?

The smartMonday - Growth Pension managed fund has an inception date of 30 Sep 2008.

What is the current entry price of the smartMonday - Growth Pension managed fund?

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

What is the current exit price of the smartMonday - Growth Pension managed fund?

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

What is the minimum investment amount for the smartMonday - Growth Pension managed fund?

The minimum initial investment amount for the smartMonday - 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.

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