REST Capital Stable Super - Managed Fund

Fund Objective

CPI 1% pa over the medium-term (rolling 4 year periods). 62% defensive, 38% growth. Mainly bonds (both Australian and overseas) and cash, with smaller proportions of shares (both Australian and overseas), property, infrastructure and alternative assets.

Fund Strategy

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.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.03%	-0.06%	2.1%	4.75%	5.26%	5.12%	4.41%	4.5%
Growth return	0.08%	0.4%	1.65%	4.76%	5.02%	5.36%	4.41%	4.58%
Income return	-0.05%	-0.46%	0.45%	-0.01%	0.24%	-0.24%	0%	-0.08%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return	0.3%	-0.32%	2.07%	5.53%	6.61%	6.23%	3.5%	4.55%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

REST Capital Stable Super

Australian Equities: 6.90%

International Equities: 8.62%

Cash: 25.86%

Property & Infrastructure: 5.17%

Fixed Interest: 25.86%

Alternatives: 27.59%

Average Allocation of Peers

Australian Equities: 11.41%

International Equities: 14.84%

Cash: 13.15%

Property & Infrastructure: 3.61%

Fixed Interest: 49.93%

Alternatives: 7.06%

General Information

Fund Details

Type	Description
Fund Name	REST Capital Stable Super
Responsible Entity	Retail Employees Superannuation Pty Ltd
APIR Code
Sector/Asset Class	Multisector Moderate
Morningstar Rating	(as at 31 Jan 2026)
Legal Structure	Superannuation Fund
Fund Inception	30 Sep 1998
Fund Size	$1339911579 million (as at 31 Dec 2025)
Entry Price	$4.4106 (as at 17 Feb 2026)
Exit Price	$4.408 (as at 17 Feb 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.74% (as at 29 Aug 2025)
Indirect Cost Ratio (ICR)	0.70% (as at 30 Jun 2021)
Performance fee (not included in ICR)	0.01
Minimum initial investment
Minimum additional investments
Minimum redemption amount

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FAQs about the REST Capital Stable Super

What is the objective of the REST Capital Stable Super managed fund?

The objective of the REST Capital Stable Super managed fund is CPI + 1% pa over the medium-term (rolling 4 year periods). 62% defensive, 38% growth. Mainly bonds (both Australian and overseas) and cash, with smaller proportions of shares (both Australian and overseas), property, infrastructure and alternative assets.

What is the strategy for the REST Capital Stable Super managed fund?

The strategy of the REST Capital Stable Super managed fund is CPI + 1% pa over the medium-term (rolling 4 year periods). 62% defensive, 38% growth. Mainly bonds (both Australian and overseas) and cash, with smaller proportions of shares (both Australian and overseas), property, infrastructure and alternative assets.

What is the APIR code of the REST Capital Stable Super managed fund?

The APIR code of the REST Capital Stable Super managed fund is .

What was REST Capital Stable Super’s total return last month?

REST Capital Stable Super’s total return last month was 0.03%. This was made up of a growth return of 0.08% and an income return of -0.05%. These returns were calculated as at 31 Jan 2026.

What was REST Capital Stable Super’s total return for the last three months?

REST Capital Stable Super’s total return for the last three months was -0.06%. This was made up of a growth return of 0.4% and an income return of -0.46%%. These returns were calculated as at 31 Jan 2026.

What is REST Capital Stable Super’s one-year total return?

REST Capital Stable Super’s one-year total return is 4.75%. This was made up of a growth return of 4.76% and an income return of -0.01%. These returns were calculated as at 31 Jan 2026.

What is REST Capital Stable Super’s three-year total return?

REST Capital Stable Super’s one-year total return is 5.12%. This was made up of a growth return of 5.36% and an income return of -0.24%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the REST Capital Stable Super managed fund?

The asset allocation of the REST Capital Stable Super managed fund is :

Australian Equities: 6.90%

International Equities: 8.62%

Cash: 25.86%

Property & Infrastructure: 5.17%

Fixed Interest: 25.86%

Alternatives: 27.59%

Who is the responsible Entity of the REST Capital Stable Super managed fund?

The Responsible Entity for the REST Capital Stable Super managed fund is Retail Employees Superannuation Pty Ltd.

What sector/asset class does the REST Capital Stable Super managed fund belong to?

The REST Capital Stable Super managed fund belongs to the Multisector Moderate sector/asset class.

What is the size of the REST Capital Stable Super managed fund?

As at 31 Dec 2025, the size of the REST Capital Stable Super managed fund was $1339911579 million.

What is the inception date of the REST Capital Stable Super managed fund?

The REST Capital Stable Super managed fund has an inception date of 30 Sep 1998.

What is the current entry price of the REST Capital Stable Super managed fund?

The current entry price of the REST Capital Stable Super managed fund is $4.4106 per unit and the current exit price is $4.408 per unit (as at 17 Feb 2026).

What is the current exit price of the REST Capital Stable Super managed fund?

The current exit price of the REST Capital Stable Super managed fund is $4.408 per unit and the current entry price is $4.4106 per unit (as at 17 Feb 2026).

What is the minimum investment amount for the REST Capital Stable Super managed fund?

The minimum initial investment amount for the REST Capital Stable Super managed fund is $0. Minimum additional investment is $0.

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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