RL Personal Achiever - Balanced Growth - Managed Fund

Fund Objective

To provide moderate to high returns over the medium to long-term through a portfolio diversified across all asset types, but with an emphasis on shares and property.

Fund Strategy

To provide moderate to high returns over the medium to long-term through a portfolio diversified across all asset types, but with an emphasis on shares and property.

Fund Performance Comparison

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Peers

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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.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.37%	0.15%	2.87%	5.49%	7.93%	7.21%	5.2%	5.11%
Growth return	0.08%	0.79%	-%	6.97%	8.25%	8.18%	5.14%	4.81%
Income return	0.29%	-0.64%	-%	-1.48%	-0.32%	-0.97%	0.06%	0.3%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	0.38%	-0.09%	4.07%	8.34%	11.24%	10.63%	8.07%	8.42%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

RL Personal Achiever - Balanced Growth

Australian Equities: 37.57%

International Equities: 22%

Cash: 2.59%

Property & Infrastructure: 6.48%

Fixed Interest: 16.15%

Alternatives: 15.21%

Average Allocation of Peers

Australian Equities: 48.94%

International Equities: 15.49%

Cash: 4.59%

Property & Infrastructure: 5.82%

Fixed Interest: 20.01%

Alternatives: 5.15%

General Information

Fund Details

Type	Description
Fund Name	RL Personal Achiever - Balanced Growth
APIR Code	AMP0243AU
Sector/Asset Class	Multisector Growth
Morningstar Rating	(as at 31 Dec 2025)
Legal Structure	Investment Fund
Fund Inception	5 Apr 1994
Fund Size	$0.36 million (as at 31 Dec 2019)
Entry Price	n/a
Exit Price	$3.82791 (as at 29 Jan 2026)
Fund Status	Closed

Offer information

Type	Description
Minimum initial investment	$500.00
Minimum additional investments
Minimum redemption amount

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FAQs about the RL Personal Achiever - Balanced Growth

What is the objective of the RL Personal Achiever - Balanced Growth managed fund?

The objective of the RL Personal Achiever - Balanced Growth managed fund is To provide moderate to high returns over the medium to long-term through a portfolio diversified across all asset types, but with an emphasis on shares and property.

What is the strategy for the RL Personal Achiever - Balanced Growth managed fund?

The strategy of the RL Personal Achiever - Balanced Growth managed fund is To provide moderate to high returns over the medium to long-term through a portfolio diversified across all asset types, but with an emphasis on shares and property.

What is the APIR code of the RL Personal Achiever - Balanced Growth managed fund?

The APIR code of the RL Personal Achiever - Balanced Growth managed fund is AMP0243AU.

What was RL Personal Achiever - Balanced Growth’s total return last month?

RL Personal Achiever - Balanced Growth’s total return last month was 0.37%. This was made up of a growth return of 0.08% and an income return of 0.29%. These returns were calculated as at 31 Jan 2026.

What was RL Personal Achiever - Balanced Growth’s total return for the last three months?

RL Personal Achiever - Balanced Growth’s total return for the last three months was 0.15%. This was made up of a growth return of 0.79% and an income return of -0.64%%. These returns were calculated as at 31 Jan 2026.

What is RL Personal Achiever - Balanced Growth’s one-year total return?

RL Personal Achiever - Balanced Growth’s one-year total return is 5.49%. This was made up of a growth return of 6.97% and an income return of -1.48%. These returns were calculated as at 31 Jan 2026.

What is RL Personal Achiever - Balanced Growth’s three-year total return?

RL Personal Achiever - Balanced Growth’s one-year total return is 7.21%. This was made up of a growth return of 8.18% and an income return of -0.97%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the RL Personal Achiever - Balanced Growth managed fund?

The asset allocation of the RL Personal Achiever - Balanced Growth managed fund is :

Australian Equities: 37.57%

International Equities: 22%

Cash: 2.59%

Property & Infrastructure: 6.48%

Fixed Interest: 16.15%

Alternatives: 15.21%

What sector/asset class does the RL Personal Achiever - Balanced Growth managed fund belong to?

The RL Personal Achiever - Balanced Growth managed fund belongs to the Multisector Growth sector/asset class.

What is the size of the RL Personal Achiever - Balanced Growth managed fund?

As at 31 Dec 2019, the size of the RL Personal Achiever - Balanced Growth managed fund was $0.36 million.

What is the inception date of the RL Personal Achiever - Balanced Growth managed fund?

The RL Personal Achiever - Balanced Growth managed fund has an inception date of 5 Apr 1994.

What is the current entry price of the RL Personal Achiever - Balanced Growth managed fund?

The current entry price of the RL Personal Achiever - Balanced Growth managed fund is $ per unit and the current exit price is $3.82791 per unit (as at 29 Jan 2026).

What is the current exit price of the RL Personal Achiever - Balanced Growth managed fund?

The current exit price of the RL Personal Achiever - Balanced Growth managed fund is $3.82791 per unit and the current entry price is $ per unit (as at 29 Jan 2026).

What is the minimum investment amount for the RL Personal Achiever - Balanced Growth managed fund?

The minimum initial investment amount for the RL Personal Achiever - Balanced Growth managed fund is $500. 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.

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