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  5. Rajomon Growth Fund - Managed fund profile

Rajomon Growth Fund - Managed Fund

Fund Objective
8%pa pre-tax and after fees over rolling 3 year periods.
Fund Strategy
The fund will consist of a diversified portfolio across all asset classes (Property; Australian Equities; Global Equities; Income Securities; Alternative Investments and Cash) investing in listed and unlisted investments applying a SAA and TAA strategy.

Fund Performance Comparison

Created with Highcharts 10.2.1TimeReturns (%)Chart context menu1M3M6M1Y P.A.2Y P.A.3Y P.A.5Y P.A.10Y P.A.-8-6-4-202468101214

Relative Fund Performance vs 294 peers using Morningstar AUS Agg Tgt Alloc NR AUD as their benchmark.

Rajomon Growth Fund
Peers
Benchmark (Morningstar AUS Agg Tgt Alloc NR AUD)
InvestSMART High Growth
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

1.07
% p.a.
Average of peers (294)
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 -3.42% -2.59% -0.55% 2.79% -% -% -% -%
Growth return -3.42% -2.59% -0.55% -1.84% -% -% -% -%
Income return 0% 0% 0% 4.63% -% -% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0.94% -3.81% 1.61% 10.44% 11.51% 8.67% 11.33% 8.31%
As at 31 Mar 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
3.65%
Australian Equities
34.14%
International Equities
49.59%
Cash
1.99%
Property
4.79%
Fixed Interest
5.83%
Created with Highcharts 10.2.134.14%49.59%1.99%4.79%5.83%3.65%

General Information

Fund Details
Type Description
Rajomon Growth Fund
VIL3421AU
Multisector Aggressive
Not Rated
Investment Fund
30 Sep 2023
n/a
$1.13 (as at 31 Mar 2025)
$1.13 (as at 31 Mar 2025)
Open
Offer information
Type Description
Minimum initial investment $10,000.00
Minimum additional investments $1,000.00

FAQs about the Rajomon Growth Fund

The objective of the Rajomon Growth Fund managed fund is 8%pa pre-tax and after fees over rolling 3 year periods.

The strategy of the Rajomon Growth Fund managed fund is The fund will consist of a diversified portfolio across all asset classes (Property; Australian Equities; Global Equities; Income Securities; Alternative Investments and Cash) investing in listed and unlisted investments applying a SAA and TAA strategy.

The APIR code of the Rajomon Growth Fund managed fund is VIL3421AU.

Rajomon Growth Fund’s total return last month was -3.42%. This was made up of a growth return of -3.42% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

Rajomon Growth Fund’s total return for the last three months was -2.59%. This was made up of a growth return of -2.59% and an income return of 0%%. These returns were calculated as at 31 Mar 2025.

Rajomon Growth Fund’s one-year total return is 2.79%. This was made up of a growth return of -1.84% and an income return of 4.63%. These returns were calculated as at 31 Mar 2025.

Rajomon Growth Fund’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 31 Mar 2025.

The asset allocation of the Rajomon Growth Fund managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

The Rajomon Growth Fund managed fund belongs to the Multisector Aggressive sector/asset class.

As at , the size of the Rajomon Growth Fund managed fund was $ million.

The Rajomon Growth Fund managed fund has an inception date of 30 Sep 2023.

The current entry price of the Rajomon Growth Fund managed fund is $1.13 per unit and the current exit price is $1.13 per unit (as at 31 Mar 2025).

The current exit price of the Rajomon Growth Fund managed fund is $1.13 per unit and the current entry price is $1.13 per unit (as at 31 Mar 2025).

The minimum initial investment amount for the Rajomon Growth Fund managed fund is $10,000. Minimum additional investment is $1000.

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.