InvestSMART

RL Income Select - Retirement Income Plan - Managed Fund

Fund Objective
To provide regular guaranteed and tax-effective income stream for a specified period between 1 and 25 years.
Fund Strategy
Invests primarily in Australian semi-government and corporate bonds, and liquid investments such as bank bills.

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.
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Fees Comparison

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% p.a.
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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 -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.29% 0.9% 1.85% 4.02% 4.2% 4.02% 2.58% 2.07%
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
21.95%
Australian Equities
3.95%
International Equities
6.74%
Cash
44.74%
Property & Infrastructure
1.87%
Fixed Interest
20.76%

General Information

Fund Details
Type Description
RL Income Select - Retirement Income Plan
Colonial Mutual Life Ass Society Ltd
COM0144AU
Miscellaneous
Not Rated
Unknown
24 Jul 1990
$0.17 million (as at 30 Nov 2020)
n/a
n/a
Closed
Offer information
Type Description
Minimum initial investment $10,000.00

FAQs about the RL Income Select - Retirement Income Plan

The objective of the RL Income Select - Retirement Income Plan managed fund is To provide regular guaranteed and tax-effective income stream for a specified period between 1 and 25 years.

The strategy of the RL Income Select - Retirement Income Plan managed fund is Invests primarily in Australian semi-government and corporate bonds, and liquid investments such as bank bills.

The APIR code of the RL Income Select - Retirement Income Plan managed fund is COM0144AU.

RL Income Select - Retirement Income Plan’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

RL Income Select - Retirement Income Plan’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

RL Income Select - Retirement Income Plan’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

RL Income Select - Retirement Income Plan’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

The asset allocation of the RL Income Select - Retirement Income Plan managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the RL Income Select - Retirement Income Plan managed fund is Colonial Mutual Life Ass Society Ltd.

The RL Income Select - Retirement Income Plan managed fund belongs to the Miscellaneous sector/asset class.

As at 30 Nov 2020, the size of the RL Income Select - Retirement Income Plan managed fund was $0.17 million.

The RL Income Select - Retirement Income Plan managed fund has an inception date of 24 Jul 1990.

The current entry price of the RL Income Select - Retirement Income Plan managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the RL Income Select - Retirement Income Plan managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the RL Income Select - Retirement Income Plan 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.