REST Sustainable Growth Pension - 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 cash, debt along with sustainability focused shares, property and infrastructure.

Fund Strategy

Fund Performance Comparison

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Peers

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	4.13%	0.28%	0.62%	12.79%	12.18%	11.3%	8.15%	-%
Growth return	4.19%	0.45%	0.85%	13.04%	12.31%	11.38%	8.19%	-%
Income return	-0.06%	-0.17%	-0.23%	-0.25%	-0.13%	-0.08%	-0.04%	-%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	3.55%	0.46%	0.37%	11.47%	10.56%	10.17%	6.99%	8.06%

As at 30 Apr 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: 4.79%

Australian Equities: 27.72%

International Equities: 35.08%

Cash: 5.07%

Property & Infrastructure: 5.94%

Fixed Interest: 21.40%

General Information

Fund Details

Type	Description
Fund Name	REST Sustainable Growth Pension
Responsible Entity	Retail Employees Superannuation Pty Ltd
APIR Code
Sector/Asset Class	Multisector Growth
Morningstar Rating	Not Rated
Legal Structure	Allocated Pension
Fund Inception	27 Mar 2021
Fund Size	$40.45 million (as at 30 Apr 2026)
Entry Price	$1.545 (as at 8 May 2026)
Exit Price	$1.5442 (as at 8 May 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.68% (as at 29 Aug 2025)
Minimum initial investment	$10,000.00

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FAQs about the REST Sustainable Growth Pension

What is the objective of the REST Sustainable Growth Pension managed fund?

The objective of the REST Sustainable Growth Pension 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 cash, debt along with sustainability focused shares, property and infrastructure.

What is the strategy for the REST Sustainable Growth Pension managed fund?

The strategy of the REST Sustainable Growth Pension 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 cash, debt along with sustainability focused shares, property and infrastructure.

What is the APIR code of the REST Sustainable Growth Pension managed fund?

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

What was REST Sustainable Growth Pension’s total return last month?

REST Sustainable Growth Pension’s total return last month was 4.13%. This was made up of a growth return of 4.19% and an income return of -0.06%. These returns were calculated as at 30 Apr 2026.

What was REST Sustainable Growth Pension’s total return for the last three months?

REST Sustainable Growth Pension’s total return for the last three months was 0.28%. This was made up of a growth return of 0.45% and an income return of -0.17%%. These returns were calculated as at 30 Apr 2026.

What is REST Sustainable Growth Pension’s one-year total return?

REST Sustainable Growth Pension’s one-year total return is 12.79%. This was made up of a growth return of 13.04% and an income return of -0.25%. These returns were calculated as at 30 Apr 2026.

What is REST Sustainable Growth Pension’s three-year total return?

REST Sustainable Growth Pension’s one-year total return is 11.3%. This was made up of a growth return of 11.38% and an income return of -0.08%. These returns were calculated as at 30 Apr 2026.

What is the asset allocation of the REST Sustainable Growth Pension managed fund?

The asset allocation of the REST Sustainable Growth Pension managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Who is the responsible Entity of the REST Sustainable Growth Pension managed fund?

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

What sector/asset class does the REST Sustainable Growth Pension managed fund belong to?

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

What is the size of the REST Sustainable Growth Pension managed fund?

As at 30 Apr 2026, the size of the REST Sustainable Growth Pension managed fund was $40.45 million.

What is the inception date of the REST Sustainable Growth Pension managed fund?

The REST Sustainable Growth Pension managed fund has an inception date of 27 Mar 2021.

What is the current entry price of the REST Sustainable Growth Pension managed fund?

The current entry price of the REST Sustainable Growth Pension managed fund is $1.545 per unit and the current exit price is $1.5442 per unit (as at 8 May 2026).

What is the current exit price of the REST Sustainable Growth Pension managed fund?

The current exit price of the REST Sustainable Growth Pension managed fund is $1.5442 per unit and the current entry price is $1.545 per unit (as at 8 May 2026).

What is the minimum investment amount for the REST Sustainable Growth Pension managed fund?

The minimum initial investment amount for the REST Sustainable 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.

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