InvestSMART

REST Growth Pension - Managed Fund

Fund Objective
A balance of growth and defensive assets, with a focus on growth assets (can range between 60-75% growth assets) consisting of shares and debt (both Australian and overseas), property, infrastructure, cash and other asset classes.
Fund Strategy
A balance of growth and defensive assets, with a focus on growth assets (can range between 60-75% growth assets) consisting of shares and debt (both Australian and overseas), property, infrastructure, cash and other asset classes.

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 0.58% 0.73% 5.23% 9.03% 11.15% 10.28% 8.6% 8.63%
Growth return -1% 0.37% 2.73% 8.89% 9.77% 10.21% 8.2% 8.6%
Income return 1.58% 0.36% 2.5% 0.14% 1.38% 0.07% 0.4% 0.03%
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 Jan 2026. 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
5.84%
Australian Equities
27.74%
International Equities
34.62%
Cash
5.17%
Property & Infrastructure
6.27%
Fixed Interest
20.37%

General Information

Fund Details
Type Description
REST Growth Pension
Retail Employees Superannuation Pty Ltd
Multisector Growth
Not Rated
Allocated Pension
15 Oct 2006
$2315150740 million (as at 31 Jan 2026)
$3.0243 (as at 7 Feb 2026)
$3.0222 (as at 7 Feb 2026)
Open
Offer information
Type Description
MER 0.80% (as at 29 Aug 2025)
Minimum initial investment $10,000.00

FAQs about the REST Growth Pension

The objective of the REST Growth Pension managed fund is A balance of growth and defensive assets, with a focus on growth assets (can range between 60-75% growth assets) consisting of shares and debt (both Australian and overseas), property, infrastructure, cash and other asset classes.

The strategy of the REST Growth Pension managed fund is A balance of growth and defensive assets, with a focus on growth assets (can range between 60-75% growth assets) consisting of shares and debt (both Australian and overseas), property, infrastructure, cash and other asset classes.

The APIR code of the REST Growth Pension managed fund is .

REST Growth Pension’s total return last month was 0.58%. This was made up of a growth return of -1% and an income return of 1.58%. These returns were calculated as at 31 Jan 2026.

REST Growth Pension’s total return for the last three months was 0.73%. This was made up of a growth return of 0.37% and an income return of 0.36%%. These returns were calculated as at 31 Jan 2026.

REST Growth Pension’s one-year total return is 9.03%. This was made up of a growth return of 8.89% and an income return of 0.14%. These returns were calculated as at 31 Jan 2026.

REST Growth Pension’s one-year total return is 10.28%. This was made up of a growth return of 10.21% and an income return of 0.07%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the REST Growth 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 REST Growth Pension managed fund is Retail Employees Superannuation Pty Ltd.

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

As at 31 Jan 2026, the size of the REST Growth Pension managed fund was $2315150740 million.

The REST Growth Pension managed fund has an inception date of 15 Oct 2006.

The current entry price of the REST Growth Pension managed fund is $3.0243 per unit and the current exit price is $3.0222 per unit (as at 7 Feb 2026).

The current exit price of the REST Growth Pension managed fund is $3.0222 per unit and the current entry price is $3.0243 per unit (as at 7 Feb 2026).

The minimum initial investment amount for the REST Growth Pension managed fund is $10,000.

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.