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  5. RL PensionSelect - Multi-manager Global Shares - Managed fund profile

RL PensionSelect - Multi-manager Global Shares - Managed Fund

Fund Objective
To provide long-term capital growth through investment in shares of Australian and overseas listed companies.
Fund Strategy
Invest in shares of Australian and overseas listed companies.

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 0.92% 6.29% 4.3% 18.41% 17.35% 18.47% 13.77% 11.32%
Growth return 0.92% 6.29% 4.3% 18.41% 17.35% 18.47% 13.77% 11.32%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
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

RL PensionSelect - Multi-manager Global Shares
Australian Equities
50.30%
International Equities
47.70%
Cash
2%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.21%
International Equities
49.75%
Cash
2.42%
Property & Infrastructure
4.65%
Fixed Interest
5.34%
Alternatives
3.63%

General Information

Fund Details
Type Description
RL PensionSelect - Multi-manager Global Shares
Equity Trustees Superannuation Limited
COM0133AU
Multisector Aggressive
starstarstarstarstar (as at 31 Aug 2025)
Allocated Pension
1 Jul 2000
$1.37 million (as at 31 Mar 2024)
n/a
$5.49486 (as at 29 Aug 2025)
Closed
Offer information
Type Description
Standard entry fee 3%
MER 1.12% (as at 4 Aug 2024)
Indirect Cost Ratio (ICR) 1.60% (as at 30 Jun 2011)
Minimum initial investment $10,000.00

FAQs about the RL PensionSelect - Multi-manager Global Shares

The objective of the RL PensionSelect - Multi-manager Global Shares managed fund is To provide long-term capital growth through investment in shares of Australian and overseas listed companies.

The strategy of the RL PensionSelect - Multi-manager Global Shares managed fund is Invest in shares of Australian and overseas listed companies.

The APIR code of the RL PensionSelect - Multi-manager Global Shares managed fund is COM0133AU.

RL PensionSelect - Multi-manager Global Shares’s total return last month was 0.92%. This was made up of a growth return of 0.92% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

RL PensionSelect - Multi-manager Global Shares’s total return for the last three months was 6.29%. This was made up of a growth return of 6.29% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

RL PensionSelect - Multi-manager Global Shares’s one-year total return is 18.41%. This was made up of a growth return of 18.41% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

RL PensionSelect - Multi-manager Global Shares’s one-year total return is 18.47%. This was made up of a growth return of 18.47% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the RL PensionSelect - Multi-manager Global Shares managed fund is :

Australian Equities
50.30%
International Equities
47.70%
Cash
2%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the RL PensionSelect - Multi-manager Global Shares managed fund is Equity Trustees Superannuation Limited.

The RL PensionSelect - Multi-manager Global Shares managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Mar 2024, the size of the RL PensionSelect - Multi-manager Global Shares managed fund was $1.37 million.

The RL PensionSelect - Multi-manager Global Shares managed fund has an inception date of 1 Jul 2000.

The current entry price of the RL PensionSelect - Multi-manager Global Shares managed fund is $ per unit and the current exit price is $5.49486 per unit (as at 29 Aug 2025).

The current exit price of the RL PensionSelect - Multi-manager Global Shares managed fund is $5.49486 per unit and the current entry price is $ per unit (as at 29 Aug 2025).

The minimum initial investment amount for the RL PensionSelect - Multi-manager Global Shares managed fund is $10,000.

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.