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  5. Telstra Defensive growth Pension - Managed fund profile

Telstra Defensive growth Pension - Managed Fund

Fund Objective
CPI 2.5% p.a.
Fund Strategy
The Defensive Growth option is uniquely structured to adjust its exposure to a range of growth and defensive assets, based on the performance and confidence of investment markets at any point in time. When investing in growth assets, it does so in a way that aims to reduce volatility. For example, by investing in stable businesses with long histories of reliable cashflows and profitability.

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 -0.24% 2.4% 2.76% 5.41% 3.92% 6.61% 5.81% 7.1%
Growth return -0.24% 2.4% 2.76% 5.41% 3.92% 6.61% 5.81% 7.1%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 1.42% 4.1% 5.63% 9.6% 10.37% 9.02% 6.33% 6.31%
As at 31 May 2023. 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
7.51%
Australian Equities
16.38%
International Equities
27.94%
Cash
8.21%
Property & Infrastructure
3.77%
Fixed Interest
36.19%

General Information

Fund Details
Type Description
Telstra Defensive growth Pension
Multisector Balanced
starstarstarstarstar (as at 31 May 2023)
Allocated Pension
29 Jun 2010
n/a
$2.63046 (as at 5 Jun 2023)
$2.63046 (as at 5 Jun 2023)
Finalised
Offer information
Type Description
MER 0.84% (as at 1 Jul 2024)

FAQs about the Telstra Defensive growth Pension

The objective of the Telstra Defensive growth Pension managed fund is CPI + 2.5% p.a.

The strategy of the Telstra Defensive growth Pension managed fund is The Defensive Growth option is uniquely structured to adjust its exposure to a range of growth and defensive assets, based on the performance and confidence of investment markets at any point in time. When investing in growth assets, it does so in a way that aims to reduce volatility. For example, by investing in stable businesses with long histories of reliable cashflows and profitability.

The APIR code of the Telstra Defensive growth Pension managed fund is .

Telstra Defensive growth Pension’s total return last month was -0.24%. This was made up of a growth return of -0.24% and an income return of 0%. These returns were calculated as at 31 May 2023.

Telstra Defensive growth Pension’s total return for the last three months was 2.4%. This was made up of a growth return of 2.4% and an income return of 0%%. These returns were calculated as at 31 May 2023.

Telstra Defensive growth Pension’s one-year total return is 5.41%. This was made up of a growth return of 5.41% and an income return of 0%. These returns were calculated as at 31 May 2023.

Telstra Defensive growth Pension’s one-year total return is 6.61%. This was made up of a growth return of 6.61% and an income return of 0%. These returns were calculated as at 31 May 2023.

The asset allocation of the Telstra Defensive growth Pension managed fund is :

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

The Telstra Defensive growth Pension managed fund belongs to the Multisector Balanced sector/asset class.

As at , the size of the Telstra Defensive growth Pension managed fund was $ million.

The Telstra Defensive growth Pension managed fund has an inception date of 29 Jun 2010.

The current entry price of the Telstra Defensive growth Pension managed fund is $2.63046 per unit and the current exit price is $2.63046 per unit (as at 5 Jun 2023).

The current exit price of the Telstra Defensive growth Pension managed fund is $2.63046 per unit and the current entry price is $2.63046 per unit (as at 5 Jun 2023).

The minimum initial investment amount for the Telstra Defensive 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.