RL Investment Growth Bond - NC - International Shares - Managed Fund

Fund Objective

To invest in a diversified portfolio of predominantly growth assets expected to generate a mix of long-term capital growth and income but which may be quite volatile in the short-to-medium term.

Fund Strategy

This option is suited to investors seeking high returns who are prepared to accept volatility of returns.

Fund Performance Comparison

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

{{ fund.name }}

Peers

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

{{ fund.model.name }}

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.

Grow your money, not your fees

It's fees rather than returns that make the biggest difference to your investment's compounding returns.

Free Fees Report

Investing made simple

Our professionally-tailored investment portfolios consistently beat most of our peers.

Free investor guide

Grow your money, not your fees

It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report

Investing made simple

Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

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	1.93%	4.21%	12.3%	13.38%	15.57%	12.54%	9.97%	8.61%
Growth return	1.93%	4.21%	12.3%	13.38%	15.57%	12.54%	9.97%	8.61%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return	1.8%	5.06%	13.99%	15.82%	20.4%	15.18%	12.58%	9.92%

As at 31 Oct 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: 3.72%

Australian Equities: 34.12%

International Equities: 49.52%

Cash: 2.56%

Property & Infrastructure: 4.88%

Fixed Interest: 5.20%

General Information

Fund Details

Type	Description
Fund Name	RL Investment Growth Bond - NC - International Shares
APIR Code	CML0854AU
Sector/Asset Class	Multisector Aggressive
Morningstar Rating	(as at 31 Oct 2025)
Legal Structure	Investment Fund
Fund Inception	18 Mar 2013
Fund Size	$16.18 million (as at 30 Jun 2024)
Entry Price	$3.0805 (as at 7 Nov 2025)
Exit Price	$3.0805 (as at 7 Nov 2025)
Fund Status	Open

Offer information

Type	Description
MER	1.40% (as at 1 May 2023)
Minimum initial investment	$1,000.00
Minimum additional investments	$200.00

Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One

Your managed fund switching checklist. Is fear of capital gains tax holding you back?

The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.

Guide to tidying up your Portfolio Manager holdings

FAQs about the RL Investment Growth Bond - NC - International Shares

What is the objective of the RL Investment Growth Bond - NC - International Shares managed fund?

The objective of the RL Investment Growth Bond - NC - International Shares managed fund is To invest in a diversified portfolio of predominantly growth assets expected to generate a mix of long-term capital growth and income but which may be quite volatile in the short-to-medium term.

What is the strategy for the RL Investment Growth Bond - NC - International Shares managed fund?

The strategy of the RL Investment Growth Bond - NC - International Shares managed fund is This option is suited to investors seeking high returns who are prepared to accept volatility of returns.

What is the APIR code of the RL Investment Growth Bond - NC - International Shares managed fund?

The APIR code of the RL Investment Growth Bond - NC - International Shares managed fund is CML0854AU.

What was RL Investment Growth Bond - NC - International Shares’s total return last month?

RL Investment Growth Bond - NC - International Shares’s total return last month was 1.93%. This was made up of a growth return of 1.93% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

What was RL Investment Growth Bond - NC - International Shares’s total return for the last three months?

RL Investment Growth Bond - NC - International Shares’s total return for the last three months was 4.21%. This was made up of a growth return of 4.21% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

What is RL Investment Growth Bond - NC - International Shares’s one-year total return?

RL Investment Growth Bond - NC - International Shares’s one-year total return is 13.38%. This was made up of a growth return of 13.38% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

What is RL Investment Growth Bond - NC - International Shares’s three-year total return?

RL Investment Growth Bond - NC - International Shares’s one-year total return is 12.54%. This was made up of a growth return of 12.54% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

What is the asset allocation of the RL Investment Growth Bond - NC - International Shares managed fund?

The asset allocation of the RL Investment Growth Bond - NC - International Shares 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 RL Investment Growth Bond - NC - International Shares managed fund belong to?

The RL Investment Growth Bond - NC - International Shares managed fund belongs to the Multisector Aggressive sector/asset class.

What is the size of the RL Investment Growth Bond - NC - International Shares managed fund?

As at 30 Jun 2024, the size of the RL Investment Growth Bond - NC - International Shares managed fund was $16.18 million.

What is the inception date of the RL Investment Growth Bond - NC - International Shares managed fund?

The RL Investment Growth Bond - NC - International Shares managed fund has an inception date of 18 Mar 2013.

What is the current entry price of the RL Investment Growth Bond - NC - International Shares managed fund?

The current entry price of the RL Investment Growth Bond - NC - International Shares managed fund is $3.0805 per unit and the current exit price is $3.0805 per unit (as at 7 Nov 2025).

What is the current exit price of the RL Investment Growth Bond - NC - International Shares managed fund?

The current exit price of the RL Investment Growth Bond - NC - International Shares managed fund is $3.0805 per unit and the current entry price is $3.0805 per unit (as at 7 Nov 2025).

What is the minimum investment amount for the RL Investment Growth Bond - NC - International Shares managed fund?

The minimum initial investment amount for the RL Investment Growth Bond - NC - International Shares managed fund is $1,000. Minimum additional investment is $200.

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.

What our members say about us