InvestSMART

RL MFIP - High Growth - Managed Fund

Fund Objective
To provide high returns over the medium to long-term through a diversified portfolio, investing mostly in shares with some property, fixed interest and alternative assets.
Fund Strategy
Investors seeking to achieve moderate to high returns predominantly from capital growth by investing across all asset types, but with a substantially higher exposure to growth assets. Investors are prepared to accept higher volatility and medium risks to achieve these returns.

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 1.72% 5.09% 6.94% 12.87% 13.34% 11.63% 9.63% 7.8%
Growth return 1.72% 5.09% 6.94% 12.87% 13.34% 11.63% 9.63% 7.8%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.21% 6.59% 8.29% 14.58% 15.23% 13.97% 11.61% 9.87%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

RL MFIP - High Growth
Australian Equities
37.97%
International Equities
44.20%
Cash
3.86%
Property & Infrastructure
5.28%
Fixed Interest
8.69%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.05%
International Equities
49.68%
Cash
2.42%
Property & Infrastructure
4.88%
Fixed Interest
5.38%
Alternatives
3.60%

General Information

Fund Details
Type Description
RL MFIP - High Growth
Equity Trustees Superannuation Limited
AMP0354AU
Multisector Aggressive
starstar (as at 31 Aug 2025)
Allocated Pension
14 Feb 2000
$4.12 million (as at 31 Dec 2019)
$4.70714 (as at 29 Sep 2025)
$4.70714 (as at 29 Sep 2025)
Open
Offer information
Type Description
MER 0.43% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 0.43% (as at 30 Jun 2016)
Performance fee (not included in ICR) 0.05
Minimum initial investment

FAQs about the RL MFIP - High Growth

The objective of the RL MFIP - High Growth managed fund is To provide high returns over the medium to long-term through a diversified portfolio, investing mostly in shares with some property, fixed interest and alternative assets.

The strategy of the RL MFIP - High Growth managed fund is Investors seeking to achieve moderate to high returns predominantly from capital growth by investing across all asset types, but with a substantially higher exposure to growth assets. Investors are prepared to accept higher volatility and medium risks to achieve these returns.

The APIR code of the RL MFIP - High Growth managed fund is AMP0354AU.

RL MFIP - High Growth’s total return last month was 1.72%. This was made up of a growth return of 1.72% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

RL MFIP - High Growth’s total return for the last three months was 5.09%. This was made up of a growth return of 5.09% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

RL MFIP - High Growth’s one-year total return is 12.87%. This was made up of a growth return of 12.87% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

RL MFIP - High Growth’s one-year total return is 11.63%. This was made up of a growth return of 11.63% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the RL MFIP - High Growth managed fund is :

Australian Equities
37.97%
International Equities
44.20%
Cash
3.86%
Property & Infrastructure
5.28%
Fixed Interest
8.69%
Alternatives
0%

The Responsible Entity for the RL MFIP - High Growth managed fund is Equity Trustees Superannuation Limited.

The RL MFIP - High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Dec 2019, the size of the RL MFIP - High Growth managed fund was $4.12 million.

The RL MFIP - High Growth managed fund has an inception date of 14 Feb 2000.

The current entry price of the RL MFIP - High Growth managed fund is $4.70714 per unit and the current exit price is $4.70714 per unit (as at 29 Sep 2025).

The current exit price of the RL MFIP - High Growth managed fund is $4.70714 per unit and the current entry price is $4.70714 per unit (as at 29 Sep 2025).

The minimum initial investment amount for the RL MFIP - High Growth managed fund 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.