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  5. REST Overseas Shares Indexed Pension - Managed fund profile

REST Overseas Shares Indexed Pension - Managed Fund

Fund Objective
Perform in line with the MSCI World ex-Australia ex-Tobacco Net Dividends Reinvested Index (unhedged in AUD) (before tax) over all time periods.
Fund Strategy
Predominantly growth assets (can range between 90-100% growth assets) consisting of overseas shares.

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 2.28% 7.86% 7.28% 22.18% 19.79% 20.37% -% -%
Growth return 2.28% 7.86% 7.28% 22.18% 19.79% 20.37% 15.51% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Aug 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
International Equities
95.48%
Australian Equities
1.45%
Cash
1.77%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
REST Overseas Shares Indexed Pension
Retail Employees Superannuation Pty Ltd
Equity World Large Blend
Not Rated
Allocated Pension
3 Dec 2018
$83.47 million (as at 30 Jun 2025)
$2.5371 (as at 17 Sep 2025)
$2.5351 (as at 17 Sep 2025)
Open
Offer information
Type Description
MER 0.35% (as at 29 Aug 2025)
Minimum initial investment $10,000.00

FAQs about the REST Overseas Shares Indexed Pension

The objective of the REST Overseas Shares Indexed Pension managed fund is Perform in line with the MSCI World ex-Australia ex-Tobacco Net Dividends Reinvested Index (unhedged in AUD) (before tax) over all time periods.

The strategy of the REST Overseas Shares Indexed Pension managed fund is Predominantly growth assets (can range between 90-100% growth assets) consisting of overseas shares.

The APIR code of the REST Overseas Shares Indexed Pension managed fund is .

REST Overseas Shares Indexed Pension’s total return last month was 2.28%. This was made up of a growth return of 2.28% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

REST Overseas Shares Indexed Pension’s total return for the last three months was 7.86%. This was made up of a growth return of 7.86% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

REST Overseas Shares Indexed Pension’s one-year total return is 22.18%. This was made up of a growth return of 22.18% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

REST Overseas Shares Indexed Pension’s one-year total return is 20.37%. This was made up of a growth return of 20.37% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the REST Overseas Shares Indexed Pension managed fund is :

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

The Responsible Entity for the REST Overseas Shares Indexed Pension managed fund is Retail Employees Superannuation Pty Ltd.

The REST Overseas Shares Indexed Pension managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Jun 2025, the size of the REST Overseas Shares Indexed Pension managed fund was $83.47 million.

The REST Overseas Shares Indexed Pension managed fund has an inception date of 3 Dec 2018.

The current entry price of the REST Overseas Shares Indexed Pension managed fund is $2.5371 per unit and the current exit price is $2.5351 per unit (as at 17 Sep 2025).

The current exit price of the REST Overseas Shares Indexed Pension managed fund is $2.5351 per unit and the current entry price is $2.5371 per unit (as at 17 Sep 2025).

The minimum initial investment amount for the REST Overseas Shares Indexed Pension 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.