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  5. REST High Growth Super - Managed fund profile

REST High Growth Super - Managed Fund

Fund Objective
Maximise returns over the long-term by investing predominantly in growth assets.
Fund Strategy
CPI 4% pa over the very long-term (rolling 7 year periods). 7% defensive, 93% growth. Australian and oversea shares, property, infrastructure and alternative assets.

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 1.94% 5.11% 8.44% 18.08% 11.6% 8.13% 8.63% 8.84%
Growth return 2.06% 5.23% 8.57% 18.22% 11.67% 8.18% 8.65% 8.86%
Income return -0.12% -0.12% -0.13% -0.14% -0.07% -0.05% -0.02% -0.02%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 3.58% 5.32% 10.87% 23.14% 14.25% 8.16% 8.88% 9.51%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

REST High Growth Super
Australian Equities
28%
International Equities
35%
Property
12%
Alternatives
25%
Cash
0%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
34.27%
International Equities
48.56%
Property
4.90%
Alternatives
3.49%
Cash
3.14%
Fixed Interest
5.64%

General Information

Fund Details
Type Description
REST High Growth Super
Retail Employees Superannuation Pty Ltd
Multisector Aggressive
starstarstarstar (as at 30 Nov 2024)
Superannuation Fund
30 Sep 1998
$4947.23 million (as at 30 Nov 2024)
$9.2068 (as at 24 Dec 2024)
$9.2004 (as at 24 Dec 2024)
Open
Offer information
Type Description
MER 0.84% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) 1.13% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0.1

FAQs about the REST High Growth Super

The objective of the REST High Growth Super managed fund is Maximise returns over the long-term by investing predominantly in growth assets.

The strategy of the REST High Growth Super managed fund is CPI + 4% pa over the very long-term (rolling 7 year periods). 7% defensive, 93% growth. Australian and oversea shares, property, infrastructure and alternative assets.

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

REST High Growth Super’s total return last month was 1.94%. This was made up of a growth return of 2.06% and an income return of -0.12%. These returns were calculated as at 30 Nov 2024.

REST High Growth Super’s total return for the last three months was 5.11%. This was made up of a growth return of 5.23% and an income return of -0.12%%. These returns were calculated as at 30 Nov 2024.

REST High Growth Super’s one-year total return is 18.08%. This was made up of a growth return of 18.22% and an income return of -0.14%. These returns were calculated as at 30 Nov 2024.

REST High Growth Super’s one-year total return is 8.13%. This was made up of a growth return of 8.18% and an income return of -0.05%. These returns were calculated as at 30 Nov 2024.

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

Australian Equities
28%
International Equities
35%
Property
12%
Alternatives
25%
Cash
0%
Fixed Interest
0%

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

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

As at 30 Nov 2024, the size of the REST High Growth Super managed fund was $4947.23 million.

The REST High Growth Super managed fund has an inception date of 30 Sep 1998.

The current entry price of the REST High Growth Super managed fund is $9.2068 per unit and the current exit price is $9.2004 per unit (as at 24 Dec 2024).

The current exit price of the REST High Growth Super managed fund is $9.2004 per unit and the current entry price is $9.2068 per unit (as at 24 Dec 2024).

The minimum initial investment amount for the REST High Growth Super managed fund is $.

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.