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  5. TWU Balanced MySuper Super - Managed fund profile

TWU Balanced MySuper Super - Managed Fund (Closed)

Fund Objective
Annual return 3% higher than the Consumer Price Index over rolling 10 year periods.
Fund Strategy
Invests in a broad mix of assets that is predominantly comprised of return-seeking assets, with a substantial allocation to low risk assets. Investments are expected to fluctuate and are likely to incur losses from time to time in line with market movements. Over the long term, Balanced (MySuper) investment option returns are expected to be higher than all other options except the High Growth option.

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 2.18% 4.21% 5.64% 12.02% 10.42% 6.78% 6.85% 7.14%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 Jan 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
4.01%
Australian Equities
27.27%
International Equities
35.26%
Cash
6.12%
Property & Infrastructure
6.35%
Fixed Interest
20.99%

General Information

Fund Details
Type Description
TWU Balanced MySuper Super
Closed
Multisector Growth
Not Rated
Superannuation Fund
7 Jan 1988
$6521.17 million (as at 31 Jan 2025)
$1.54699 (as at 2 Dec 2024)
$1.54699 (as at 2 Dec 2024)
Finalised
Offer information
Type Description
MER 1.10% (as at 1 Feb 2023)

FAQs about the TWU Balanced MySuper Super

The objective of the TWU Balanced MySuper Super managed fund is Annual return 3% higher than the Consumer Price Index over rolling 10 year periods.

The strategy of the TWU Balanced MySuper Super managed fund is Invests in a broad mix of assets that is predominantly comprised of return-seeking assets, with a substantial allocation to low risk assets. Investments are expected to fluctuate and are likely to incur losses from time to time in line with market movements. Over the long term, Balanced (MySuper) investment option returns are expected to be higher than all other options except the High Growth option.

The APIR code of the TWU Balanced MySuper Super managed fund is .

TWU Balanced MySuper Super’s total return last month was 2.18%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2025.

TWU Balanced MySuper Super’s total return for the last three months was 4.21%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jan 2025.

TWU Balanced MySuper Super’s one-year total return is 12.02%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2025.

TWU Balanced MySuper Super’s one-year total return is 6.78%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2025.

The asset allocation of the TWU Balanced MySuper Super managed fund is :

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

The TWU Balanced MySuper Super managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Jan 2025, the size of the TWU Balanced MySuper Super managed fund was $6521.17 million.

The TWU Balanced MySuper Super managed fund has an inception date of 7 Jan 1988.

The current entry price of the TWU Balanced MySuper Super managed fund is $1.54699 per unit and the current exit price is $1.54699 per unit (as at 2 Dec 2024).

The current exit price of the TWU Balanced MySuper Super managed fund is $1.54699 per unit and the current entry price is $1.54699 per unit (as at 2 Dec 2024).

The minimum initial investment amount for the TWU Balanced MySuper Super 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.