InvestSMART

Team Property Pension - Managed Fund

Fund Objective
Before investment fees and relevant superannuation taxes, to track the return of a composite benchmark comprising 50% FTSE EPRA / NAREIT Developed ex Australia Rental Index (hedged) & 50% FTSE EPRA / NAREIT Australia Index.
Fund Strategy
Property is a growth asset that generally provides high long term returns. Property provides returns through both rental income and capital growth and allows investors to diversify a growth asset portfolio. It invests in Australia and other developed economies. Investments include commercial, industrial and retail property, such as office blocks, warehouses, shopping, centres and factories.

Fund Performance Comparison

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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.
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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 4.4% 9.71% 16.58% 14.11% 14.69% 9.05% 8.57% 6.87%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
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
Alternatives
0.01%
Australian Equities
0.43%
International Equities
13.42%
Cash
2.51%
Property & Infrastructure
83.57%
Fixed Interest
0.05%

General Information

Fund Details
Type Description
Team Property Pension
Equity Global Real Estate
starstarstarstar (as at 31 Oct 2024)
Allocated Pension
1 Jul 2002
$11.88 million (as at 31 Aug 2025)
n/a
n/a
Open
Offer information
Type Description
MER 0.46% (as at 1 Jul 2024)
Minimum initial investment $15,000

FAQs about the Team Property Pension

The objective of the Team Property Pension managed fund is Before investment fees and relevant superannuation taxes, to track the return of a composite benchmark comprising 50% FTSE EPRA / NAREIT Developed ex Australia Rental Index (hedged) & 50% FTSE EPRA / NAREIT Australia Index.

The strategy of the Team Property Pension managed fund is Property is a growth asset that generally provides high long term returns. Property provides returns through both rental income and capital growth and allows investors to diversify a growth asset portfolio. It invests in Australia and other developed economies. Investments include commercial, industrial and retail property, such as office blocks, warehouses, shopping, centres and factories.

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

Team Property Pension’s total return last month was 4.4%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

Team Property Pension’s total return for the last three months was 9.71%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Aug 2025.

Team Property Pension’s one-year total return is 14.11%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

Team Property Pension’s one-year total return is 9.05%. 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 Property Pension managed fund is :

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

The Team Property Pension managed fund belongs to the Equity Global Real Estate sector/asset class.

As at 31 Aug 2025, the size of the Team Property Pension managed fund was $11.88 million.

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

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

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

The minimum initial investment amount for the Team Property 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.