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  5. RL Managed Investment Bond - Managed Growth - Managed fund profile

RL Managed Investment Bond - Managed Growth - Managed Fund

Fund Objective
A flexible growth investment bond aiming to provide balanced, long term investment management aimed at producing above average investment returns.
Fund Strategy
Invest in Australian & overseas equities, property, bonds & fixed interest securities.

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 1.11% 3% 3.64% 7.89% 7.84% 7.46% 6.25% 5.49%
Growth return 1.11% 3% 3.64% 7.89% 7.84% 7.46% 6.25% 5.49%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

RL Managed Investment Bond - Managed Growth
Australian Equities
37.78%
International Equities
24.12%
Cash
6.66%
Property & Infrastructure
10.79%
Fixed Interest
20.66%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%
Alternatives
4.02%

General Information

Fund Details
Type Description
RL Managed Investment Bond - Managed Growth
Equity Trustees Superannuation Limited
SCO0202AU
Multisector Growth
starstarstarstarstar (as at 31 Aug 2025)
Investment Fund
30 Sep 1981
$24.37 million (as at 30 Jun 2024)
n/a
$15.2082 (as at 29 Aug 2025)
Closed
Offer information
Type Description
Standard entry fee 3%
MER 1.20% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.20% (as at 30 Jun 2011)

FAQs about the RL Managed Investment Bond - Managed Growth

The objective of the RL Managed Investment Bond - Managed Growth managed fund is A flexible growth investment bond aiming to provide balanced, long term investment management aimed at producing above average investment returns.

The strategy of the RL Managed Investment Bond - Managed Growth managed fund is Invest in Australian & overseas equities, property, bonds & fixed interest securities.

The APIR code of the RL Managed Investment Bond - Managed Growth managed fund is SCO0202AU.

RL Managed Investment Bond - Managed Growth’s total return last month was 1.11%. This was made up of a growth return of 1.11% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

RL Managed Investment Bond - Managed Growth’s total return for the last three months was 3%. This was made up of a growth return of 3% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

RL Managed Investment Bond - Managed Growth’s one-year total return is 7.89%. This was made up of a growth return of 7.89% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

RL Managed Investment Bond - Managed Growth’s one-year total return is 7.46%. This was made up of a growth return of 7.46% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the RL Managed Investment Bond - Managed Growth managed fund is :

Australian Equities
37.78%
International Equities
24.12%
Cash
6.66%
Property & Infrastructure
10.79%
Fixed Interest
20.66%
Alternatives
0%

The Responsible Entity for the RL Managed Investment Bond - Managed Growth managed fund is Equity Trustees Superannuation Limited.

The RL Managed Investment Bond - Managed Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Jun 2024, the size of the RL Managed Investment Bond - Managed Growth managed fund was $24.37 million.

The RL Managed Investment Bond - Managed Growth managed fund has an inception date of 30 Sep 1981.

The current entry price of the RL Managed Investment Bond - Managed Growth managed fund is $ per unit and the current exit price is $15.2082 per unit (as at 29 Aug 2025).

The current exit price of the RL Managed Investment Bond - Managed Growth managed fund is $15.2082 per unit and the current entry price is $ per unit (as at 29 Aug 2025).

The minimum initial investment amount for the RL Managed Investment Bond - Managed Growth managed fund is $.

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.