InvestSMART

REST Capital Stable Super - Managed Fund

Fund Objective
A stable pattern of returns that at the same time maintains a low probability of a negative return in any one year.
Fund Strategy
CPI 1% pa over the medium-term (rolling 4 year periods). 62% defensive, 38% growth. Mainly bonds (both Australian and overseas) and cash, with smaller proportions of shares (both Australian and overseas), property, infrastructure and alternative assets.

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 0.78% 2.01% 4.14% 6.18% 6.57% 6% 5.03% 4.46%
Growth return 0.78% 2.01% 4.14% -% 6.57% 6% 5.03% 4.46%
Income return 0% 0% 0% -% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.47% 2.26% 5.93% 6.71% 9.26% 8% 4.02% 4.61%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

REST Capital Stable Super
Australian Equities
8%
International Equities
10%
Cash
30%
Property & Infrastructure
6%
Fixed Interest
30%
Alternatives
16%
Average Allocation of Peers
Australian Equities
10.72%
International Equities
14.95%
Cash
14.81%
Property & Infrastructure
3.68%
Fixed Interest
50.22%
Alternatives
5.61%

General Information

Fund Details
Type Description
REST Capital Stable Super
Retail Employees Superannuation Pty Ltd
Multisector Moderate
starstarstarstar (as at 30 Sep 2025)
Superannuation Fund
30 Sep 1998
$1364.09 million (as at 30 Sep 2025)
$4.4126 (as at 22 Oct 2025)
$4.41 (as at 22 Oct 2025)
Open
Offer information
Type Description
MER 0.74% (as at 29 Aug 2025)
Indirect Cost Ratio (ICR) 0.70% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0.01
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the REST Capital Stable Super

The objective of the REST Capital Stable Super managed fund is A stable pattern of returns that at the same time maintains a low probability of a negative return in any one year.

The strategy of the REST Capital Stable Super managed fund is CPI + 1% pa over the medium-term (rolling 4 year periods). 62% defensive, 38% growth. Mainly bonds (both Australian and overseas) and cash, with smaller proportions of shares (both Australian and overseas), property, infrastructure and alternative assets.

The APIR code of the REST Capital Stable Super managed fund is .

REST Capital Stable Super’s total return last month was 0.78%. This was made up of a growth return of 0.78% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

REST Capital Stable Super’s total return for the last three months was 2.01%. This was made up of a growth return of 2.01% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.

REST Capital Stable Super’s one-year total return is 6.18%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2025.

REST Capital Stable Super’s one-year total return is 6%. This was made up of a growth return of 6% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the REST Capital Stable Super managed fund is :

Australian Equities
8%
International Equities
10%
Cash
30%
Property & Infrastructure
6%
Fixed Interest
30%
Alternatives
16%

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

The REST Capital Stable Super managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Sep 2025, the size of the REST Capital Stable Super managed fund was $1364.09 million.

The REST Capital Stable Super managed fund has an inception date of 30 Sep 1998.

The current entry price of the REST Capital Stable Super managed fund is $4.4126 per unit and the current exit price is $4.41 per unit (as at 22 Oct 2025).

The current exit price of the REST Capital Stable Super managed fund is $4.41 per unit and the current entry price is $4.4126 per unit (as at 22 Oct 2025).

The minimum initial investment amount for the REST Capital Stable Super managed fund is $0. Minimum additional investment 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.