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  5. UniSuper Sustainable High Growth Super - Managed fund profile

UniSuper Sustainable High Growth Super - 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 securities (including but not limited to securities) comprising Australian and international shares (including Australian listed property) selected on the basis of sustainable investment criteria (and the application of some negative screens), together with infrastructure and private equity, property 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 0.69% 4.65% 5.72% 11.45% 14% 12.62% 9.68% 10.07%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.21% 6.59% 8.29% 14.58% 15.23% 13.97% 11.61% 9.87%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

UniSuper Sustainable High Growth Super
Australian Equities
31.65%
International Equities
56.50%
Cash
8.27%
Property & Infrastructure
2.69%
Fixed Interest
0.88%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.06%
International Equities
49.68%
Cash
2.37%
Property & Infrastructure
4.88%
Fixed Interest
5.37%
Alternatives
3.63%

General Information

Fund Details
Type Description
UniSuper Sustainable High Growth Super
Multisector Aggressive
Not Rated
Superannuation Fund
2 Jan 2004
$8272.6 million (as at 31 Aug 2025)
n/a
n/a
Open
Offer information
Type Description
MER 0.57% (as at 28 Mar 2025)
Indirect Cost Ratio (ICR) - Estimated 0.73% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0

Top 10 holdings (as at 31 Dec 2024)

Holding (as at 31 Dec 2024) Type % of Portfolio
Microsoft Corp Equity 4.59%
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FAQs about the UniSuper Sustainable High Growth Super

The objective of the UniSuper Sustainable High Growth Super 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 Sustainable High Growth Super managed fund is To invest in a diversified portfolio of securities (including but not limited to securities) comprising Australian and international shares (including Australian listed property) selected on the basis of sustainable investment criteria (and the application of some negative screens), together with infrastructure and private equity, property with some fixed interest and cash investments.

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

UniSuper Sustainable High Growth Super’s total return last month was 0.69%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

UniSuper Sustainable High Growth Super’s total return for the last three months was 4.65%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Aug 2025.

UniSuper Sustainable High Growth Super’s one-year total return is 11.45%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

UniSuper Sustainable High Growth Super’s one-year total return is 12.62%. 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 Sustainable High Growth Super managed fund is :

Australian Equities
31.65%
International Equities
56.50%
Cash
8.27%
Property & Infrastructure
2.69%
Fixed Interest
0.88%
Alternatives
0%

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

As at 31 Aug 2025, the size of the UniSuper Sustainable High Growth Super managed fund was $8272.6 million.

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

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

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

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