InvestSMART

Telstra LifeStyle Growth Pension - Managed Fund

Fund Objective
Outperform CPI 4.0% p.a.
Fund Strategy
The Lifestyle Growth option has a strong bias towards growth assets, such as Australian and International Shares, with a smaller allocation towards defensive assets such as Cash.

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 0.98% 4.09% 9.21% 10.87% 12.43% 11.93% 11.27% 9.36%
Growth return 0.98% 4.09% 9.21% 10.87% 12.43% 11.93% 11.27% 9.36%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0.97% 5.51% 13.03% 13.77% 17.74% 16.6% 12.23% 10.25%
As at 30 Sep 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
3.61%
Australian Equities
33.76%
International Equities
49.58%
Cash
2.50%
Property & Infrastructure
5.08%
Fixed Interest
5.47%

General Information

Fund Details
Type Description
Telstra LifeStyle Growth Pension
Multisector Aggressive
starstarstar (as at 30 Sep 2025)
Allocated Pension
1 Jun 2003
n/a
$6.98625 (as at 1 Oct 2025)
$6.98625 (as at 1 Oct 2025)
Open
Offer information
Type Description
MER 1.17% (as at 1 Jul 2025)

FAQs about the Telstra LifeStyle Growth Pension

The objective of the Telstra LifeStyle Growth Pension managed fund is Outperform CPI + 4.0% p.a.

The strategy of the Telstra LifeStyle Growth Pension managed fund is The Lifestyle Growth option has a strong bias towards growth assets, such as Australian and International Shares, with a smaller allocation towards defensive assets such as Cash.

The APIR code of the Telstra LifeStyle Growth Pension managed fund is .

Telstra LifeStyle Growth Pension’s total return last month was 0.98%. This was made up of a growth return of 0.98% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Telstra LifeStyle Growth Pension’s total return for the last three months was 4.09%. This was made up of a growth return of 4.09% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.

Telstra LifeStyle Growth Pension’s one-year total return is 10.87%. This was made up of a growth return of 10.87% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

Telstra LifeStyle Growth Pension’s one-year total return is 11.93%. This was made up of a growth return of 11.93% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the Telstra LifeStyle Growth Pension managed fund is :

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

The Telstra LifeStyle Growth Pension managed fund belongs to the Multisector Aggressive sector/asset class.

As at , the size of the Telstra LifeStyle Growth Pension managed fund was $ million.

The Telstra LifeStyle Growth Pension managed fund has an inception date of 1 Jun 2003.

The current entry price of the Telstra LifeStyle Growth Pension managed fund is $6.98625 per unit and the current exit price is $6.98625 per unit (as at 1 Oct 2025).

The current exit price of the Telstra LifeStyle Growth Pension managed fund is $6.98625 per unit and the current entry price is $6.98625 per unit (as at 1 Oct 2025).

The minimum initial investment amount for the Telstra LifeStyle 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.