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  5. REST Growth Super - Managed fund profile

REST Growth Super - Managed Fund

Fund Objective
To achieve a balance of risk and return by investing in both growth assets and defensive assets.
Fund Strategy
CPI 3% pa over the long-term (rolling 5 year periods). 23% defensive, 77% growth. A mix of shares and bonds, property, infrastructure, alternative assets and cash.

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 -0.55% 2.28% 5.88% 11.19% 10.38% 5.37% 6.56% 6.86%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.98% 1.53% 6.94% 12.8% 12.78% 5.06% 6.73% 7.49%
As at 31 Dec 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

REST Growth Super
Australian Equities
20%
International Equities
25%
Cash
10%
Property
13%
Fixed Interest
10%
Alternatives
22%
Average Allocation of Peers
Australian Equities
27.42%
International Equities
34.22%
Cash
5.45%
Property
6.73%
Fixed Interest
21.74%
Alternatives
4.45%

General Information

Fund Details
Type Description
REST Growth Super
Retail Employees Superannuation Pty Ltd
Multisector Growth
starstarstarstar (as at 31 Dec 2024)
Superannuation Fund
1 Jul 1988
$72040.35 million (as at 31 Aug 2024)
$2.5158 (as at 9 Jan 2025)
$2.514 (as at 9 Jan 2025)
Open
Offer information
Type Description
MER 0.74% (as at 31 May 2024)
Indirect Cost Ratio (ICR) 0.97% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0.07
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the REST Growth Super

The objective of the REST Growth Super managed fund is To achieve a balance of risk and return by investing in both growth assets and defensive assets.

The strategy of the REST Growth Super managed fund is CPI + 3% pa over the long-term (rolling 5 year periods). 23% defensive, 77% growth. A mix of shares and bonds, property, infrastructure, alternative assets and cash.

The APIR code of the REST Growth Super managed fund is .

REST Growth Super’s total return last month was -0.55%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2024.

REST Growth Super’s total return for the last three months was 2.28%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Dec 2024.

REST Growth Super’s one-year total return is 11.19%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2024.

REST Growth Super’s one-year total return is 5.37%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2024.

The asset allocation of the REST Growth Super managed fund is :

Australian Equities
20%
International Equities
25%
Cash
10%
Property
13%
Fixed Interest
10%
Alternatives
22%

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

The REST Growth Super managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Aug 2024, the size of the REST Growth Super managed fund was $72040.35 million.

The REST Growth Super managed fund has an inception date of 1 Jul 1988.

The current entry price of the REST Growth Super managed fund is $2.5158 per unit and the current exit price is $2.514 per unit (as at 9 Jan 2025).

The current exit price of the REST Growth Super managed fund is $2.514 per unit and the current entry price is $2.5158 per unit (as at 9 Jan 2025).

The minimum initial investment amount for the REST Growth 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.