InvestSMART

RL Investment Bond - Australian Property - Managed Fund

Fund Objective
To generate competitive long term returns from an Australian property portfolio. It aims to achieve gross returns that exceed the fund's benchmark over periods of 7 to 10 years.
Fund Strategy
The Funds benchmark asset allocation and ranges are: 15% Cash (5-30%), 40% Property Securities (20-60%) and 45% Property Direct (30-60%).

Fund Performance Comparison

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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 1.5% 2.25% 4.41% 3.07% 17.52% 14.75% 8.17% 6.77%
Growth return 1.5% -% 4.41% 3.07% 17.52% 14.75% 8.17% 6.77%
Income return 0% -% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 A-REIT TR)
Total return -3.1% 4.56% 18.9% 4.1% 23.7% 19.85% 11.91% 8.69%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

RL Investment Bond - Australian Property
Cash
1.98%
Property & Infrastructure
98.02%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
2.37%
Property & Infrastructure
93.06%
Australian Equities
4.32%
International Equities
0.24%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
RL Investment Bond - Australian Property
AMP Life Limited
AMP0440AU
Unlisted and Direct Property
Not Rated
Investment Fund
1 Jan 2001
$79.3 million (as at 30 Sep 2005)
$3.3141 (as at 1 Oct 2025)
$3.29753 (as at 1 Oct 2025)
Open
Offer information
Type Description
MER 1.51% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.51% (as at 30 Jun 2016)
Minimum initial investment $1,000.00
Minimum additional investments
Minimum redemption amount

FAQs about the RL Investment Bond - Australian Property

The objective of the RL Investment Bond - Australian Property managed fund is To generate competitive long term returns from an Australian property portfolio. It aims to achieve gross returns that exceed the fund's benchmark over periods of 7 to 10 years.

The strategy of the RL Investment Bond - Australian Property managed fund is The Funds benchmark asset allocation and ranges are: 15% Cash (5-30%), 40% Property Securities (20-60%) and 45% Property Direct (30-60%).

The APIR code of the RL Investment Bond - Australian Property managed fund is AMP0440AU.

RL Investment Bond - Australian Property’s total return last month was 1.5%. This was made up of a growth return of 1.5% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

RL Investment Bond - Australian Property’s total return for the last three months was 2.25%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Sep 2025.

RL Investment Bond - Australian Property’s one-year total return is 3.07%. This was made up of a growth return of 3.07% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

RL Investment Bond - Australian Property’s one-year total return is 14.75%. This was made up of a growth return of 14.75% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the RL Investment Bond - Australian Property managed fund is :

Cash
1.98%
Property & Infrastructure
98.02%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the RL Investment Bond - Australian Property managed fund is AMP Life Limited.

The RL Investment Bond - Australian Property managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 30 Sep 2005, the size of the RL Investment Bond - Australian Property managed fund was $79.3 million.

The RL Investment Bond - Australian Property managed fund has an inception date of 1 Jan 2001.

The current entry price of the RL Investment Bond - Australian Property managed fund is $3.3141 per unit and the current exit price is $3.29753 per unit (as at 1 Oct 2025).

The current exit price of the RL Investment Bond - Australian Property managed fund is $3.29753 per unit and the current entry price is $3.3141 per unit (as at 1 Oct 2025).

The minimum initial investment amount for the RL Investment Bond - Australian Property managed fund is $1,000. 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.