InvestSMART

Team Secure Pension - Managed Fund

Fund Objective
Before investment fees and relevant superannuation taxes, to track the return of a composite benchmark comprising 90% RBA Cash Rate and 10% S&P / ASX 200 Accumulation Index (Net Total Return).
Fund Strategy
Secure aims to provide a low-risk investment. It invests predominantly in cash (a defensive asset class), with a small allocation to Australian shares. Defensive assets have lower short-term risk, but provide low long-term returns. It's possible Secure could generate a negative return, particularly over the short-term, as outlined below under the 'Standard Risk Measure'.

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 0.61% 1.62% 3.15% 5.65% 5.79% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.29% 0.9% 1.85% 4.02% 4.2% 4.02% 2.58% 2.07%
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
Cash
46.38%
Australian Equities
3.91%
International Equities
6.74%
Property & Infrastructure
1.87%
Fixed Interest
20.36%
Alternatives
20.74%

General Information

Fund Details
Type Description
Team Secure Pension
Australian Cash
Not Rated
Allocated Pension
1 Jul 1999
$19.06 million (as at 31 Aug 2025)
n/a
n/a
Open
Offer information
Type Description
MER 0.35% (as at 1 Jul 2024)
Minimum initial investment $15,000

FAQs about the Team Secure Pension

The objective of the Team Secure Pension managed fund is Before investment fees and relevant superannuation taxes, to track the return of a composite benchmark comprising 90% RBA Cash Rate and 10% S&P / ASX 200 Accumulation Index (Net Total Return).

The strategy of the Team Secure Pension managed fund is Secure aims to provide a low-risk investment. It invests predominantly in cash (a defensive asset class), with a small allocation to Australian shares. Defensive assets have lower short-term risk, but provide low long-term returns. It's possible Secure could generate a negative return, particularly over the short-term, as outlined below under the 'Standard Risk Measure'.

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

Team Secure Pension’s total return last month was 0.61%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

Team Secure Pension’s total return for the last three months was 1.62%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Aug 2025.

Team Secure Pension’s one-year total return is 5.65%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

Team Secure 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 31 Aug 2025.

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

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

The Team Secure Pension managed fund belongs to the Australian Cash sector/asset class.

As at 31 Aug 2025, the size of the Team Secure Pension managed fund was $19.06 million.

The Team Secure Pension managed fund has an inception date of 1 Jul 1999.

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

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

The minimum initial investment amount for the Team Secure 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.