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  5. Team Bonds Pension - Managed fund profile

Team Bonds Pension - Managed Fund

Fund Objective
Before investment fees and relevant superannuation taxes, to track the return on the Bloomberg AusBond Composite 0 Yr Index.
Fund Strategy
Bonds are a defensive asset. Historically bonds tend to provide higher returns and are more volatile than cash, but have lower returns and are less volatile than property and shares. Bonds have historically been a good way to offset the risk of investing in growth assets, as prices tend to move in opposite directions.

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 0.32% 1.02% 3.11% 4.16% 4.44% 3.82% -0.05% 2.34%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 0.33% 1.05% 3.11% 4.31% 4.73% 3.74% -0.03% 2.14%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Fixed Interest
92.51%
Australian Equities
0.63%
International Equities
0.02%
Cash
6.57%
Property & Infrastructure
0.02%
Alternatives
0.25%

General Information

Fund Details
Type Description
Team Bonds Pension
Bonds - Australia
starstarstarstar (as at 31 Oct 2024)
Allocated Pension
1 Jul 2002
$18.3 million (as at 31 Aug 2025)
n/a
n/a
Open
Offer information
Type Description
MER 0.34% (as at 1 Jul 2024)
Minimum initial investment $15,000

FAQs about the Team Bonds Pension

The objective of the Team Bonds Pension managed fund is Before investment fees and relevant superannuation taxes, to track the return on the Bloomberg AusBond Composite 0+ Yr Index.

The strategy of the Team Bonds Pension managed fund is Bonds are a defensive asset. Historically bonds tend to provide higher returns and are more volatile than cash, but have lower returns and are less volatile than property and shares. Bonds have historically been a good way to offset the risk of investing in growth assets, as prices tend to move in opposite directions.

The APIR code of the Team Bonds Pension managed fund is .

Team Bonds Pension’s total return last month was 0.32%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

Team Bonds Pension’s total return for the last three months was 1.02%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Aug 2025.

Team Bonds Pension’s one-year total return is 4.16%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

Team Bonds Pension’s one-year total return is 3.82%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Team Bonds Pension managed fund is :

Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Alternatives
0%

The Team Bonds Pension managed fund belongs to the Bonds - Australia sector/asset class.

As at 31 Aug 2025, the size of the Team Bonds Pension managed fund was $18.3 million.

The Team Bonds Pension managed fund has an inception date of 1 Jul 2002.

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

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

The minimum initial investment amount for the Team Bonds Pension managed fund is $15,000.

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.