InvestSMART

REI Growth TTR - Managed Fund

Fund Objective
Predominantly growth assets and has the potential for the highest return over its investment horizon. However, returns will vary and are expected in some years to be low or negative.
Fund Strategy
Predominantly growth assets and has the potential for the highest return over its investment horizon. However, returns will vary and are expected in some years to be low or negative.

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 0.07% 1.43% 6.25% 11.07% 13.37% 14.86% 11.05% 9.36%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0.45% 0.07% 5.13% 9.72% 13.75% 13.16% 10.52% 10.43%
As at 31 Dec 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
Alternatives
5.72%
Australian Equities
34.15%
International Equities
47.27%
Cash
2.07%
Property & Infrastructure
5.26%
Fixed Interest
5.53%

General Information

Fund Details
Type Description
REI Growth TTR
REI Superannuation Fund Pty Ltd
Multisector Aggressive
Not Rated
Superannuation Fund
31 Jan 2001
$303.8 million (as at 30 Jun 2024)
n/a
n/a
Open
Offer information
Type Description
MER 0.96% (as at 1 Dec 2025)
Savings plan comments
Redemption comments
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FAQs about the REI Growth TTR

The objective of the REI Growth TTR managed fund is Predominantly growth assets and has the potential for the highest return over its investment horizon. However, returns will vary and are expected in some years to be low or negative.

The strategy of the REI Growth TTR managed fund is Predominantly growth assets and has the potential for the highest return over its investment horizon. However, returns will vary and are expected in some years to be low or negative.

The APIR code of the REI Growth TTR managed fund is .

REI Growth TTR’s total return last month was 0.07%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

REI Growth TTR’s total return for the last three months was 1.43%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Dec 2025.

REI Growth TTR’s one-year total return is 11.07%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

REI Growth TTR’s one-year total return is 14.86%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

The asset allocation of the REI Growth TTR 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 Growth TTR managed fund is REI Superannuation Fund Pty Ltd.

The REI Growth TTR managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Jun 2024, the size of the REI Growth TTR managed fund was $303.8 million.

The REI Growth TTR managed fund has an inception date of 31 Jan 2001.

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

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

The minimum initial investment amount for the REI Growth TTR 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.