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  5. Telstra Lifestyle Moderate Pension - Managed fund profile

Telstra Lifestyle Moderate Pension - Managed Fund

Fund Objective
Outperform CPI 2.5% p.a.
Fund Strategy
The Lifestyle Moderate option invests in 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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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 0.47% 3.08% 4.3% 8.3% 8.1% 7.71% 7.29% 4.8%
Growth return 0.47% 3.08% 4.3% 8.3% 8.1% 7.71% 7.29% 4.8%
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 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
7.51%
Australian Equities
16.39%
International Equities
27.85%
Cash
8.27%
Property & Infrastructure
3.78%
Fixed Interest
36.21%

General Information

Fund Details
Type Description
Telstra Lifestyle Moderate Pension
Multisector Balanced
starstarstar (as at 31 Aug 2025)
Allocated Pension
29 Jun 2012
n/a
$1.91617 (as at 4 Sep 2025)
$1.91617 (as at 4 Sep 2025)
Open
Offer information
Type Description
MER 0.96% (as at 1 Jul 2025)

FAQs about the Telstra Lifestyle Moderate Pension

The objective of the Telstra Lifestyle Moderate Pension managed fund is Outperform CPI + 2.5% p.a.

The strategy of the Telstra Lifestyle Moderate Pension managed fund is The Lifestyle Moderate option invests in 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 Lifestyle Moderate Pension managed fund is .

Telstra Lifestyle Moderate Pension’s total return last month was 0.47%. This was made up of a growth return of 0.47% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Telstra Lifestyle Moderate Pension’s total return for the last three months was 3.08%. This was made up of a growth return of 3.08% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Telstra Lifestyle Moderate Pension’s one-year total return is 8.3%. This was made up of a growth return of 8.3% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Telstra Lifestyle Moderate Pension’s one-year total return is 7.71%. This was made up of a growth return of 7.71% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Telstra Lifestyle Moderate Pension managed fund is :

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

The Telstra Lifestyle Moderate Pension managed fund belongs to the Multisector Balanced sector/asset class.

As at , the size of the Telstra Lifestyle Moderate Pension managed fund was $ million.

The Telstra Lifestyle Moderate Pension managed fund has an inception date of 29 Jun 2012.

The current entry price of the Telstra Lifestyle Moderate Pension managed fund is $1.91617 per unit and the current exit price is $1.91617 per unit (as at 4 Sep 2025).

The current exit price of the Telstra Lifestyle Moderate Pension managed fund is $1.91617 per unit and the current entry price is $1.91617 per unit (as at 4 Sep 2025).

The minimum initial investment amount for the Telstra Lifestyle Moderate 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.