Vanguard - Ethically Conscious Growth Pension - Managed Fund

Fund Objective

CPI 0.0425

Fund Strategy

The investment option provides access to a range of asset classes which apply ESG exclusions; in accordance with the index methodology1; and offer broad diversification. The Ethically Conscious Growth option is biased towards growth assets; and is designed for members seeking long-term capital growth.

Fund Performance Comparison

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Peers

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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

% p.a.

Average of peers ({{ fund.benchmark.peers.peerCount }})

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	1.27%	4.39%	12.04%	13.78%	-%	-%	-%	-%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	1.46%	4.16%	11.05%	13.41%	17.1%	12.49%	9.66%	8.09%

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: 4.36%

Australian Equities: 27.23%

International Equities: 35.56%

Cash: 5.92%

Property & Infrastructure: 6.30%

Fixed Interest: 20.62%

General Information

Fund Details

Type	Description
Fund Name	Vanguard - Ethically Conscious Growth Pension
APIR Code
Sector/Asset Class	Multisector Growth
Morningstar Rating	Not Rated
Legal Structure	Allocated Pension
Fund Inception	15 Dec 2023
Fund Size	$4.22 million (as at 30 Sep 2024)
Entry Price	n/a
Exit Price	n/a
Fund Status	Open

Offer information

Type	Description
MER	0.55% (as at 1 Jul 2025)
Indirect Cost Ratio (ICR)	0.56% (as at 30 Jun 2024)
Performance fee (not included in ICR)	Not Available

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FAQs about the Vanguard - Ethically Conscious Growth Pension

What is the objective of the Vanguard - Ethically Conscious Growth Pension managed fund?

The objective of the Vanguard - Ethically Conscious Growth Pension managed fund is CPI + 0.0425

What is the strategy for the Vanguard - Ethically Conscious Growth Pension managed fund?

The strategy of the Vanguard - Ethically Conscious Growth Pension managed fund is The investment option provides access to a range of asset classes which apply ESG exclusions; in accordance with the index methodology1; and offer broad diversification. The Ethically Conscious Growth option is biased towards growth assets; and is designed for members seeking long-term capital growth.

What is the APIR code of the Vanguard - Ethically Conscious Growth Pension managed fund?

The APIR code of the Vanguard - Ethically Conscious Growth Pension managed fund is .

What was Vanguard - Ethically Conscious Growth Pension’s total return last month?

Vanguard - Ethically Conscious Growth Pension’s total return last month was 1.27%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2025.

What was Vanguard - Ethically Conscious Growth Pension’s total return for the last three months?

Vanguard - Ethically Conscious Growth Pension’s total return for the last three months was 4.39%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Sep 2025.

What is Vanguard - Ethically Conscious Growth Pension’s one-year total return?

Vanguard - Ethically Conscious Growth Pension’s one-year total return is 13.78%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2025.

What is Vanguard - Ethically Conscious Growth Pension’s three-year total return?

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

What is the asset allocation of the Vanguard - Ethically Conscious Growth Pension managed fund?

The asset allocation of the Vanguard - Ethically Conscious Growth Pension managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

What sector/asset class does the Vanguard - Ethically Conscious Growth Pension managed fund belong to?

The Vanguard - Ethically Conscious Growth Pension managed fund belongs to the Multisector Growth sector/asset class.

What is the size of the Vanguard - Ethically Conscious Growth Pension managed fund?

As at 30 Sep 2024, the size of the Vanguard - Ethically Conscious Growth Pension managed fund was $4.22 million.

What is the inception date of the Vanguard - Ethically Conscious Growth Pension managed fund?

The Vanguard - Ethically Conscious Growth Pension managed fund has an inception date of 15 Dec 2023.

What is the current entry price of the Vanguard - Ethically Conscious Growth Pension managed fund?

The current entry price of the Vanguard - Ethically Conscious Growth Pension managed fund is $ per unit and the current exit price is $ per unit (as at ).

What is the current exit price of the Vanguard - Ethically Conscious Growth Pension managed fund?

The current exit price of the Vanguard - Ethically Conscious Growth Pension managed fund is $ per unit and the current entry price is $ per unit (as at ).

What is the minimum investment amount for the Vanguard - Ethically Conscious Growth Pension managed fund?

The minimum initial investment amount for the Vanguard - Ethically Conscious 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.

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