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  5. Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension - Managed fund profile

Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension - Managed Fund

Fund Performance Comparison

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Fees Comparison

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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 -1.8% -1.93% 3.34% -0.8% -2.05% -3.67% -1.14% -%
Growth return -1.8% -1.93% -% -0.8% -2.05% -3.67% -1.14% -%
Income return 0% 0% -% 0% 0% 0% 0% -%
Market index (Bloomberg Global Aggregate TR Hdg AUD)
Total return 0.49% 1.25% 1.39% 2.84% 4.39% 2.5% -0.63% 1.95%
As at 30 Apr 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension
Cash
1.36%
Fixed Interest
98.64%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Cash
5.49%
Fixed Interest
92.28%
Australian Equities
0.06%
International Equities
0.01%
Property & Infrastructure
0%
Alternatives
2.16%

General Information

Fund Details
Type Description
Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension
Suncorp Portfolio Services Limited
RSA0883AU
Bonds - Global
starstar (as at 30 Apr 2024)
Allocated Pension
30 May 2016
$13.16 million (as at 31 Mar 2023)
$1.67126 (as at 30 May 2024)
$1.67126 (as at 30 May 2024)
Finalised
Offer information
Type Description
MER 0.76% (as at 12 Dec 2023)
Indirect Cost Ratio (ICR) 0.81% (as at 30 Jun 2017)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
United Kingdom of Great Britain and Northern Ireland Bond - Gov't/Treasury 0.51%
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FAQs about the Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension

The objective of the Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension managed fund is

The strategy of the Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension managed fund is

The APIR code of the Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension managed fund is RSA0883AU.

Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension’s total return last month was -1.8%. This was made up of a growth return of -1.8% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension’s total return for the last three months was -1.93%. This was made up of a growth return of -1.93% and an income return of 0%%. These returns were calculated as at 30 Apr 2024.

Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension’s one-year total return is -0.8%. This was made up of a growth return of -0.8% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension’s one-year total return is -3.67%. This was made up of a growth return of -3.67% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

The asset allocation of the Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension managed fund is :

Cash
1.36%
Fixed Interest
98.64%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension managed fund is Suncorp Portfolio Services Limited.

The Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension managed fund belongs to the Bonds - Global sector/asset class.

As at 31 Mar 2023, the size of the Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension managed fund was $13.16 million.

The Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension managed fund has an inception date of 30 May 2016.

The current entry price of the Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension managed fund is $1.67126 per unit and the current exit price is $1.67126 per unit (as at 30 May 2024).

The current exit price of the Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension managed fund is $1.67126 per unit and the current entry price is $1.67126 per unit (as at 30 May 2024).

The minimum initial investment amount for the Brighter Optimiser Vangard In Fixed Interest Index (Hedged) - Pension 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.