InvestSMART

REST Growth Super - Managed Fund

Fund Objective
To achieve a balance of risk and return by investing in both growth assets and defensive assets.
Fund Strategy
CPI 3% pa over the long-term (rolling 5 year periods). 23% defensive, 77% growth. A mix of shares and bonds, property, infrastructure, alternative assets 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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.31% 3.98% 9.56% 11.54% 13.39% 10.16% 9.03% 7.28%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.46% 4.16% 11.05% 13.41% 17.1% 12.49% 9.66% 8.09%
As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details
Type Description
REST Growth Super
Retail Employees Superannuation Pty Ltd
Multisector Growth
starstarstarstar (as at 31 Oct 2025)
Superannuation Fund
1 Jul 1988
$82315.59 million (as at 31 Aug 2025)
$2.7403 (as at 4 Nov 2025)
$2.7384 (as at 4 Nov 2025)
Open
Offer information
Type Description
MER 0.82% (as at 29 Aug 2025)
Indirect Cost Ratio (ICR) 0.97% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0.07
Minimum initial investment
Minimum additional investments
Minimum redemption amount
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 Growth Super

The objective of the REST Growth Super managed fund is To achieve a balance of risk and return by investing in both growth assets and defensive assets.

The strategy of the REST Growth Super managed fund is CPI + 3% pa over the long-term (rolling 5 year periods). 23% defensive, 77% growth. A mix of shares and bonds, property, infrastructure, alternative assets and cash.

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

REST Growth Super’s total return last month was 1.31%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2025.

REST Growth Super’s total return for the last three months was 3.98%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Oct 2025.

REST Growth Super’s one-year total return is 11.54%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2025.

REST Growth Super’s one-year total return is 10.16%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2025.

The asset allocation of the REST Growth Super managed fund is :

Australian Equities
20%
International Equities
25%
Cash
10%
Property & Infrastructure
13%
Fixed Interest
10%
Alternatives
22%

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

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

As at 31 Aug 2025, the size of the REST Growth Super managed fund was $82315.59 million.

The REST Growth Super managed fund has an inception date of 1 Jul 1988.

The current entry price of the REST Growth Super managed fund is $2.7403 per unit and the current exit price is $2.7384 per unit (as at 4 Nov 2025).

The current exit price of the REST Growth Super managed fund is $2.7384 per unit and the current entry price is $2.7403 per unit (as at 4 Nov 2025).

The minimum initial investment amount for the REST Growth 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.