Which super funds hold PHOENIX FINANCIAL LTD.?
As at 31 December 2025, 33 Australian super investment options in our dataset held PHOENIX FINANCIAL LTD., the largest weighting being 0.02% in International Shares Unhedged Index (Accumulation) (Australian Retirement Trust).
Options holding it
33
Largest weighting
0.02%
International Shares Unhedged Index (Accumulation) · Australian Retirement Trust
Australian super investment options disclosing a holding in PHOENIX FINANCIAL LTD.. Figures aggregate each option's disclosed line items for this security, as at each option's own reporting date.
| Fund | Phase | Option | Weighting | Value (AUD) | As at |
|---|---|---|---|---|---|
| Australian Retirement Trust | Accumulation | Lifecycle High Growth Pool (Accumulation) | 0.00% | $2,806,850 | 31 December 2025 |
| Aware Super | Accumulation | High Growth (Accumulation) | 0.00% | $1,561,461 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified High Growth (Accumulation) | 0.00% | $1,076,634 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Lifecycle Balanced Pool (Accumulation) | 0.00% | $917,025 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | International Shares Hedged Index (Accumulation) | 0.01% | $905,709 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | International Shares Unhedged Index (Accumulation) | 0.02% | $824,882 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified Balanced (Accumulation) | 0.00% | $788,616 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified Balanced Risk-Adjusted (Income) | 0.00% | $586,653 | 31 December 2025 |
| Aware Super | Accumulation | International Shares (Accumulation) | 0.01% | $410,600 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified Balanced Risk-Adjusted (Accumulation) | 0.00% | $383,887 | 31 December 2025 |
| Aware Super | Accumulation | Balanced (Accumulation) | 0.00% | $354,997 | 31 December 2025 |
| Aware Super | Accumulation | Conservative Balanced (Accumulation) | 0.00% | $244,057 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified Balanced (Income) | 0.00% | $242,525 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified Conservative-Balanced (Income) | 0.00% | $185,583 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified Conservative-Balanced (Accumulation) | 0.00% | $159,461 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified Balanced Index (Accumulation) | 0.01% | $152,994 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Asset-class International Shares Hedged Index (Income) | 0.01% | $150,388 | 31 December 2025 |
| Australian Retirement Trust | Retirement | International Shares Unhedged Index (Income) | 0.02% | $123,887 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified High Growth Index (Accumulation) | 0.01% | $113,311 | 31 December 2025 |
| Aware Super | Accumulation | High Growth Indexed (Accumulation) | 0.01% | $91,102 | 31 December 2025 |
| Aware Super | Retirement | International Shares (Income) | 0.01% | $90,595 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified Balanced Index (Income) | 0.01% | $89,513 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified High Growth (Income) | 0.00% | $89,109 | 31 December 2025 |
| Aware Super | Retirement | Balanced (Income) | 0.00% | $75,194 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified Conservative (Income) | 0.00% | $73,234 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified Conservative (Accumulation) | 0.00% | $72,886 | 31 December 2025 |
| Aware Super | Accumulation | Balanced Indexed (Accumulation) | 0.01% | $34,856 | 31 December 2025 |
| Aware Super | Retirement | High Growth (Income) | 0.00% | $24,264 | 31 December 2025 |
| Aware Super | Retirement | Conservative Balanced Indexed (Income) | 0.00% | $16,649 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified High Growth Index (Income) | 0.01% | $14,977 | 31 December 2025 |
| Aware Super | Accumulation | Conservative (Accumulation) | 0.00% | $11,941 | 31 December 2025 |
| Aware Super | Accumulation | Defensive (Accumulation) | 0.00% | $10,039 | 31 December 2025 |
| Aware Super | Retirement | Conservative Indexed (Income) | 0.00% | $3,241 | 31 December 2025 |
This page surfaces figures disclosed by the funds themselves under Portfolio Holdings Disclosure (Schedule 8D), each as at the date shown. It is factual disclosure information, not financial advice or a recommendation.
Methodology — how holdings are sourced, resolved and aggregated.