InvestSMART

UniSuper High Growth TTR - Managed Fund

Fund Objective
To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 4.0% p.a. more than inflation (CPI) over the suggested time frame.
Fund Strategy
To invest in a diversified portfolio of mainly assets such as Australian and international shares, property, infrastructure and private equity, with some fixed interest and cash investments.

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 1.88% 6.49% 7.13% 13.6% 13.52% 12.55% 10.63% 10.37%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
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 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

UniSuper High Growth TTR
Australian Equities
37.81%
International Equities
46.03%
Cash
11.28%
Property & Infrastructure
3.68%
Fixed Interest
1.22%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.05%
International Equities
49.68%
Cash
2.42%
Property & Infrastructure
4.88%
Fixed Interest
5.38%
Alternatives
3.60%

General Information

Fund Details
Type Description
UniSuper High Growth TTR
Multisector Aggressive
Not Rated
Superannuation Fund
2 Jan 2004
$8611.78 million (as at 30 Jun 2024)
n/a
n/a
Open
Offer information
Type Description
MER 0.91% (as at 28 Sep 2024)
Indirect Cost Ratio (ICR) - Estimated 0.91% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0.07

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Microsoft Corp Equity 4.88%
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FAQs about the UniSuper High Growth TTR

The objective of the UniSuper High Growth TTR managed fund is To achieve returns (after taxes and investment expenses, before deducting account-based fees) that are at least 4.0% p.a. more than inflation (CPI) over the suggested time frame.

The strategy of the UniSuper High Growth TTR managed fund is To invest in a diversified portfolio of mainly assets such as Australian and international shares, property, infrastructure and private equity, with some fixed interest and cash investments.

The APIR code of the UniSuper High Growth TTR managed fund is .

UniSuper High Growth TTR’s total return last month was 1.88%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

UniSuper High Growth TTR’s total return for the last three months was 6.49%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Aug 2025.

UniSuper High Growth TTR’s one-year total return is 13.6%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

UniSuper High Growth TTR’s one-year total return is 12.55%. 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 UniSuper High Growth TTR managed fund is :

Australian Equities
37.81%
International Equities
46.03%
Cash
11.28%
Property & Infrastructure
3.68%
Fixed Interest
1.22%
Alternatives
0%

The UniSuper High Growth TTR managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Jun 2024, the size of the UniSuper High Growth TTR managed fund was $8611.78 million.

The UniSuper High Growth TTR managed fund has an inception date of 2 Jan 2004.

The current entry price of the UniSuper High Growth TTR managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the UniSuper High Growth TTR managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the UniSuper High Growth TTR 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.