River Capital Tuloona Fund - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

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Peers

Benchmark ({{ fund.benchmark.name }})

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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

% p.a.

Average of peers ({{ fund.benchmark.peers.peerCount }})

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	2.18%	4.52%	16.07%	29.49%	31.67%	24.81%	-%	-%
Growth return	0.96%	5.32%	15.67%	22.63%	26.21%	19.05%	-%	-%
Income return	1.22%	-0.8%	0.4%	6.86%	5.46%	5.76%	-%	-%
Market index (RBA Bank accepted Bills 90 Days)
Total return	0.29%	0.88%	1.8%	3.88%	4.14%	4.05%	2.7%	2.09%

As at 30 Nov 2025. 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: 20.29%

Australian Equities: 3.91%

International Equities: 7.32%

Cash: 46.24%

Property & Infrastructure: 1.87%

Fixed Interest: 20.38%

General Information

Fund Details

Type	Description
Fund Name	River Capital Tuloona Fund
APIR Code	RVR2563AU
Sector/Asset Class	Miscellaneous
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	1 Jul 2022
Fund Size	n/a
Entry Price	$1.78179 (as at 30 Nov 2025)
Exit Price	$1.77291 (as at 30 Nov 2025)
Fund Status	Open

Offer information

Type	Description
Minimum initial investment	$250,000
Minimum additional investments	$100,000

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FAQs about the River Capital Tuloona Fund

What is the objective of the River Capital Tuloona Fund managed fund?

The objective of the River Capital Tuloona Fund managed fund is

What is the strategy for the River Capital Tuloona Fund managed fund?

The strategy of the River Capital Tuloona Fund managed fund is

What is the APIR code of the River Capital Tuloona Fund managed fund?

The APIR code of the River Capital Tuloona Fund managed fund is RVR2563AU.

What was River Capital Tuloona Fund’s total return last month?

River Capital Tuloona Fund’s total return last month was 2.18%. This was made up of a growth return of 0.96% and an income return of 1.22%. These returns were calculated as at 30 Nov 2025.

What was River Capital Tuloona Fund’s total return for the last three months?

River Capital Tuloona Fund’s total return for the last three months was 4.52%. This was made up of a growth return of 5.32% and an income return of -0.8%%. These returns were calculated as at 30 Nov 2025.

What is River Capital Tuloona Fund’s one-year total return?

River Capital Tuloona Fund’s one-year total return is 29.49%. This was made up of a growth return of 22.63% and an income return of 6.86%. These returns were calculated as at 30 Nov 2025.

What is River Capital Tuloona Fund’s three-year total return?

River Capital Tuloona Fund’s one-year total return is 24.81%. This was made up of a growth return of 19.05% and an income return of 5.76%. These returns were calculated as at 30 Nov 2025.

What is the asset allocation of the River Capital Tuloona Fund managed fund?

The asset allocation of the River Capital Tuloona Fund managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

What sector/asset class does the River Capital Tuloona Fund managed fund belong to?

The River Capital Tuloona Fund managed fund belongs to the Miscellaneous sector/asset class.

What is the size of the River Capital Tuloona Fund managed fund?

As at , the size of the River Capital Tuloona Fund managed fund was $ million.

What is the inception date of the River Capital Tuloona Fund managed fund?

The River Capital Tuloona Fund managed fund has an inception date of 1 Jul 2022.

What is the current entry price of the River Capital Tuloona Fund managed fund?

The current entry price of the River Capital Tuloona Fund managed fund is $1.78179 per unit and the current exit price is $1.77291 per unit (as at 30 Nov 2025).

What is the current exit price of the River Capital Tuloona Fund managed fund?

The current exit price of the River Capital Tuloona Fund managed fund is $1.77291 per unit and the current entry price is $1.78179 per unit (as at 30 Nov 2025).

What is the minimum investment amount for the River Capital Tuloona Fund managed fund?

The minimum initial investment amount for the River Capital Tuloona Fund managed fund is $250,000. Minimum additional investment is $100000.

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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