Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 3.07% | 6.98% | 12.21% | 15.56% | 15.24% | 12.46% | 13.17% | 9.82% |
Growth return | 3.07% | 6.98% | 12.21% | 15.56% | 15.24% | 12.46% | 13.17% | 9.82% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (S&P/ASX 200 TR AUD)
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Total return | 3.1% | 7.03% | 11.65% | 14.74% | 14.82% | 13.04% | 12.32% | 9.87% |
Type | Description |
RL MFIP - Australian Share 4 | |
Equity Trustees Superannuation Limited | |
AMP0990AU | |
Equity Australia Large Blend | |
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|
Allocated Pension | |
16 Mar 2005 | |
$2.36 million (as at 31 Dec 2019) | |
$8.19411 (as at 25 Sep 2025) | |
$8.19411 (as at 25 Sep 2025) | |
Open |
Type | Description |
MER | 0.95% (as at 20 Feb 2024) |
Indirect Cost Ratio (ICR) | 0.95% (as at 30 Jun 2016) |
Minimum initial investment |
Holding (as at 30 Apr 2022) | Type | % of Portfolio |
BHP Group Ltd | Equity | 5.84% |
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The objective of the RL MFIP - Australian Share 4 managed fund is To outperform the S&P/ASX 200 Accumulation Index after fees over the medium to long term by investing in a broad range of companies from Australia and New Zealand.
The strategy of the RL MFIP - Australian Share 4 managed fund is To outperform the S&P/ASX 200 Accumulation Index after fees over the medium to long term by investing in a broad range of companies from Australia and New Zealand.
The APIR code of the RL MFIP - Australian Share 4 managed fund is AMP0990AU.
RL MFIP - Australian Share 4’s total return last month was 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 31 Aug 2025.
RL MFIP - Australian Share 4’s total return for the last three months was 6.98%. This was made up of a growth return of 6.98% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.
RL MFIP - Australian Share 4’s one-year total return is 15.56%. This was made up of a growth return of 15.56% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
RL MFIP - Australian Share 4’s one-year total return is 12.46%. This was made up of a growth return of 12.46% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the RL MFIP - Australian Share 4 managed fund is :
The Responsible Entity for the RL MFIP - Australian Share 4 managed fund is Equity Trustees Superannuation Limited.
The RL MFIP - Australian Share 4 managed fund belongs to the Equity Australia Large Blend sector/asset class.
As at 31 Dec 2019, the size of the RL MFIP - Australian Share 4 managed fund was $2.36 million.
The RL MFIP - Australian Share 4 managed fund has an inception date of 16 Mar 2005.
The current entry price of the RL MFIP - Australian Share 4 managed fund is $8.19411 per unit and the current exit price is $8.19411 per unit (as at 25 Sep 2025).
The current exit price of the RL MFIP - Australian Share 4 managed fund is $8.19411 per unit and the current entry price is $8.19411 per unit (as at 25 Sep 2025).
The minimum initial investment amount for the RL MFIP - Australian Share 4 managed fund 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.