REST Super Property - Managed Fund

Fund Performance Comparison

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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

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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 0.18 1.85 4.49 8 9.63 10.25 9.95 8.13
Growth return 0.18 1.85 4.49 8 9.63 10.25 9.95 8.13
Income return 0 0 0 0 0 0 0 0
Market index (S&P/ASX 200 A-REIT TR)
Total return 2.31 0.75 8.97 26.97 13.49 13.21 12.93 12.43
As as 30 Nov 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

REST Super Property
Property
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Alternatives
0%
Average Allocation of Peers
Property
98.15%
Australian Equities
0.40%
International Equities
0.17%
Cash
1.27%
Alternatives
0%

General Information

Fund Details
Type Description
REST Super Property
Retail Employees Superannuation Pty Ltd
Unlisted and Direct Property
starstarstar (as at 28 Feb 2011)
Superannuation Fund
30 Jun 1998
$140.18 million (as at 30 Nov 2019)
$4.7077 (as at 30 Nov 2019)
$4.703 (as at 30 Nov 2019)
Fund Objective
Provide members with the opportunity to construct portfolios that are appropriate to their own particular circumstances. A member's portfolio may be constructed from one or more of the Basic Cash, Cash, Bond, Property, Shares, Australian Shares and Overseas Shares options, as well as from the Structured options and the Core Strategy. This permits the construction of members' portfolios with an extremely wide range of risk/return objectives.
Fund Strategy
The fund aims to achieve the investment objective by investing in a mixture of Australian and overseas property assets.
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 0.75% (as at 30 Jun 2014) (Estimated)
Performance fee (included in ICR) 0.07

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 cannot 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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 12.09%
Intelligent Investor Equity Growth 10.27%
InvestSMART High Growth 9.68%
Intelligent Investor Australian Small Companies Fund 8.88%
Intelligent Investor Equity Income 8.78%
InvestSMART Growth 8.70%
InvestSMART Diversified Property and Infrastructure 8.59%
InvestSMART Balanced 7.00%
InvestSMART Conservative 5.40%
InvestSMART Hybrid Income 4.30%
InvestSMART Interest Income 3.56%