InvestSMART

REST Balanced Indexed Super - Managed Fund

Fund Objective
A mix of growth and defensive assets, with a focus on growth assets (can range between 70-85% growth assets) consisting of shares and debt (both Australian and overseas), and cash.
Fund Strategy
A mix of growth and defensive assets, with a focus on growth assets (can range between 70-85% growth assets) consisting of shares and debt (both Australian and overseas), and cash.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.51% 7.94% 3.6% 11.69% -% 11.15% 9.43% -%
Growth return 1.51% 7.94% 3.6% 11.69% 11.79% 11.15% 9.43% -%
Income return 0% 0% 0% 0% -% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.38% -0.09% 4.07% 8.34% 11.24% 10.63% 8.07% 8.42%
As at 31 Jul 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
5.15%
Australian Equities
48.94%
International Equities
15.49%
Cash
4.59%
Property & Infrastructure
5.82%
Fixed Interest
20.01%

General Information

Fund Details
Type Description
REST Balanced Indexed Super
Retail Employees Superannuation Pty Ltd
Multisector Growth
Not Rated
Allocated Pension
6 Dec 2018
$728095745 million (as at 30 Jun 2025)
$1.7953 (as at 28 Aug 2025)
$1.7939 (as at 28 Aug 2025)
Open
Offer information
Type Description
MER 0.26% (as at 30 Sep 2024)
Savings plan comments
Redemption comments
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One
How to Assess your Managed Fund: And How to Choose the Next One
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the REST Balanced Indexed Super

The objective of the REST Balanced Indexed Super managed fund is A mix of growth and defensive assets, with a focus on growth assets (can range between 70-85% growth assets) consisting of shares and debt (both Australian and overseas), and cash.

The strategy of the REST Balanced Indexed Super managed fund is A mix of growth and defensive assets, with a focus on growth assets (can range between 70-85% growth assets) consisting of shares and debt (both Australian and overseas), and cash.

The APIR code of the REST Balanced Indexed Super managed fund is .

REST Balanced Indexed Super’s total return last month was 1.51%. This was made up of a growth return of 1.51% and an income return of 0%. These returns were calculated as at 31 Jul 2025.

REST Balanced Indexed Super’s total return for the last three months was 7.94%. This was made up of a growth return of 7.94% and an income return of 0%%. These returns were calculated as at 31 Jul 2025.

REST Balanced Indexed Super’s one-year total return is 11.69%. This was made up of a growth return of 11.69% and an income return of 0%. These returns were calculated as at 31 Jul 2025.

REST Balanced Indexed Super’s one-year total return is 11.15%. This was made up of a growth return of 11.15% and an income return of 0%. These returns were calculated as at 31 Jul 2025.

The asset allocation of the REST Balanced Indexed Super managed fund is :

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

The Responsible Entity for the REST Balanced Indexed Super managed fund is Retail Employees Superannuation Pty Ltd.

The REST Balanced Indexed Super managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Jun 2025, the size of the REST Balanced Indexed Super managed fund was $728095745 million.

The REST Balanced Indexed Super managed fund has an inception date of 6 Dec 2018.

The current entry price of the REST Balanced Indexed Super managed fund is $1.7953 per unit and the current exit price is $1.7939 per unit (as at 28 Aug 2025).

The current exit price of the REST Balanced Indexed Super managed fund is $1.7939 per unit and the current entry price is $1.7953 per unit (as at 28 Aug 2025).

The minimum initial investment amount for the REST Balanced Indexed Super 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.