REI Bonds Sup - Managed Fund
Fund Objective
It allocates its assets as below: 50% Ibbotson Australian Bonds Trust 40% Ibbotson International Bonds Active (Hedged) Trust 10% Ibbotson International Bonds Passive (Hedged) Trusts.Fund Strategy
It allocates its assets as below: 50% Ibbotson Australian Bonds Trust 40% Ibbotson International Bonds Active (Hedged) Trust 10% Ibbotson International Bonds Passive (Hedged) Trusts.
Fund performance
| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | -1.16% | -1.86% | -0.09% | -0.68% | 1.26% | 3.03% | -0.07% | 1.61% |
| Growth return | -% | -% | -% | -% | -% | -% | -% | -% |
| Income return | -% | -% | -% | -% | -% | -% | -% | -% |
|
Market index (MorningstarAus BBG AuBd Cmp/BCGA TR HAUD)
|
||||||||
| Total return | -0.43% | -0.23% | 0.48% | 3.8% | 3.19% | 3.85% | -0.5% | 2% |
Asset Allocation
No asset allocation data available.
Average Allocation of Peers
- Fixed Interest
- 93.50%
- Australian Equities
- 0.79%
- International Equities
- 0.76%
- Cash
- 3.72%
- Property & Infrastructure
- 0.13%
- Alternatives
- 1.09%
General Information
Fund Details
| Type | Description |
| REI Bonds Sup | |
| REI Superannuation Fund Pty Ltd | |
| Bonds - Global / Australia | |
| Not Rated | |
| Superannuation Fund | |
| 1 Aug 2006 | |
| $2.29 million (as at 30 Sep 2026) | |
| n/a | |
| $1E-05 (as at 24 Sep 2014) | |
| Open |
Offer information
| Type | Description |
| MER | 0.41% (as at 13 Jul 2026) |
| Minimum initial investment | $50,000 |
| Minimum additional investments | $5,000.00 |
| Minimum redemption amount | $5,000.00 |
Top 10 holdings (as at 30 Jun 2026)
| Holding (as at 30 Jun 2026) | Type | % of Portfolio |
| Blackrock | 100% |
Your guide to next steps
Dealing with a struggling fund? What to Do and Look For
FAQs about the REI Bonds Sup
What is the objective of the REI Bonds Sup managed fund?
The objective of the REI Bonds Sup managed fund is It allocates its assets as below: 50% Ibbotson Australian Bonds Trust 40% Ibbotson International Bonds Active (Hedged) Trust 10% Ibbotson International Bonds Passive (Hedged) Trusts.
What is the strategy for the REI Bonds Sup managed fund?
The strategy of the REI Bonds Sup managed fund is It allocates its assets as below: 50% Ibbotson Australian Bonds Trust 40% Ibbotson International Bonds Active (Hedged) Trust 10% Ibbotson International Bonds Passive (Hedged) Trusts.
What is the APIR code of the REI Bonds Sup managed fund?
The APIR code of the REI Bonds Sup managed fund is .
What was REI Bonds Sup’s total return last month?
REI Bonds Sup’s total return last month was -1.16%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2026.
What was REI Bonds Sup’s total return for the last three months?
REI Bonds Sup’s total return for the last three months was -1.86%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Sep 2026.
What is REI Bonds Sup’s one-year total return?
REI Bonds Sup’s one-year total return is -0.68%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2026.
What is REI Bonds Sup’s three-year total return?
REI Bonds Sup’s one-year total return is 3.03%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2026.
What is the asset allocation of the REI Bonds Sup managed fund?
The asset allocation of the REI Bonds Sup managed fund is :
- Fixed Interest
- 100%
- Australian Equities
- 0%
- International Equities
- 0%
- Cash
- 0%
- Property & Infrastructure
- 0%
- Alternatives
- 0%
Who is the responsible Entity of the REI Bonds Sup managed fund?
The Responsible Entity for the REI Bonds Sup managed fund is REI Superannuation Fund Pty Ltd.
What sector/asset class does the REI Bonds Sup managed fund belong to?
The REI Bonds Sup managed fund belongs to the Bonds - Global / Australia sector/asset class.
What is the size of the REI Bonds Sup managed fund?
As at 30 Sep 2026, the size of the REI Bonds Sup managed fund was $2.29 million.
What is the inception date of the REI Bonds Sup managed fund?
The REI Bonds Sup managed fund has an inception date of 1 Aug 2006.
What is the current entry price of the REI Bonds Sup managed fund?
The current entry price of the REI Bonds Sup managed fund is $ per unit and the current exit price is $1E-05 per unit (as at 24 Sep 2014).
What is the current exit price of the REI Bonds Sup managed fund?
The current exit price of the REI Bonds Sup managed fund is $1E-05 per unit and the current entry price is $ per unit (as at 24 Sep 2014).
What is the minimum investment amount for the REI Bonds Sup managed fund?
The minimum initial investment amount for the REI Bonds Sup managed fund is $50,000. Minimum additional investment is $5000.
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.
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