InvestSMART

REI Balanced Pension - Managed Fund

Fund Objective
This option aims to provide net (after investment fees and tax) investment returns of CPI 3.0% per annum over rolling 10 year periods.
Fund Strategy
Mainly growth assets with some interest bearing defensive assets. It has potential for high returns over time due to the significant proportion of growth assets. However, returns will vary and are expected in some years to be low or negative, although to a lesser degree than the Growth option.

Fund Performance Comparison

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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.
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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 1.14% 4.16% 9.3% 10.58% 13.55% 13.59% 9.96% 7.5%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.46% 4.16% 11.05% 13.41% 17.1% 12.49% 9.66% 8.09%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details
Type Description
REI Balanced Pension
REI Superannuation Fund Pty Ltd
Multisector Growth
Not Rated
Allocated Pension
1 Nov 2006
n/a
n/a
n/a
Open
Offer information
Type Description
MER 0.93% (as at 1 Jul 2025)
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FAQs about the REI Balanced Pension

The objective of the REI Balanced Pension managed fund is This option aims to provide net (after investment fees and tax) investment returns of CPI + 3.0% per annum over rolling 10 year periods.

The strategy of the REI Balanced Pension managed fund is Mainly growth assets with some interest bearing defensive assets. It has potential for high returns over time due to the significant proportion of growth assets. However, returns will vary and are expected in some years to be low or negative, although to a lesser degree than the Growth option.

The APIR code of the REI Balanced Pension managed fund is .

REI Balanced Pension’s total return last month was 1.14%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2025.

REI Balanced Pension’s total return for the last three months was 4.16%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Sep 2025.

REI Balanced Pension’s one-year total return is 10.58%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2025.

REI Balanced Pension’s one-year total return is 13.59%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the REI Balanced Pension managed fund is :

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

The Responsible Entity for the REI Balanced Pension managed fund is REI Superannuation Fund Pty Ltd.

The REI Balanced Pension managed fund belongs to the Multisector Growth sector/asset class.

As at , the size of the REI Balanced Pension managed fund was $ million.

The REI Balanced Pension managed fund has an inception date of 1 Nov 2006.

The current entry price of the REI Balanced Pension managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the REI Balanced Pension managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the REI Balanced Pension 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.