InvestSMART

RL Personal Achiever - Cash Based - Managed Fund

Fund Objective
To provide a high level of capital stability with modest growth potential in the short term by investing mainly in short term fixed interest securities.
Fund Strategy
An unlisted Insurance Bond which invests primarily in Fixed Interest in Australia with an objective of providing capital preservation.

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 0.16% 0.47% 0.95% 2.2% 2.27% 2.09% 0.8% 0.15%
Growth return 0.16% -% 0.95% 2.2% 2.27% 2.09% 0.8% 0.15%
Income return 0% -% 0% 0% 0% 0% 0% 0%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.29% 0.9% 1.85% 4.02% 4.2% 4.02% 2.58% 2.07%
As at 30 Sep 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
Cash
46.77%
Australian Equities
3.96%
International Equities
6.72%
Property & Infrastructure
1.87%
Fixed Interest
20.40%
Alternatives
20.29%

General Information

Fund Details
Type Description
RL Personal Achiever - Cash Based
AMP Life Limited
AMP0241AU
Australian Cash
star (as at 31 Mar 2013)
Investment Fund
5 Apr 1994
$0.03 million (as at 31 Dec 2019)
n/a
$1.51434 (as at 27 Oct 2025)
Closed
Offer information
Type Description
Minimum initial investment $500.00

FAQs about the RL Personal Achiever - Cash Based

The objective of the RL Personal Achiever - Cash Based managed fund is To provide a high level of capital stability with modest growth potential in the short term by investing mainly in short term fixed interest securities.

The strategy of the RL Personal Achiever - Cash Based managed fund is An unlisted Insurance Bond which invests primarily in Fixed Interest in Australia with an objective of providing capital preservation.

The APIR code of the RL Personal Achiever - Cash Based managed fund is AMP0241AU.

RL Personal Achiever - Cash Based’s total return last month was 0.16%. This was made up of a growth return of 0.16% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

RL Personal Achiever - Cash Based’s total return for the last three months was 0.47%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Sep 2025.

RL Personal Achiever - Cash Based’s one-year total return is 2.2%. This was made up of a growth return of 2.2% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

RL Personal Achiever - Cash Based’s one-year total return is 2.09%. This was made up of a growth return of 2.09% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the RL Personal Achiever - Cash Based managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the RL Personal Achiever - Cash Based managed fund is AMP Life Limited.

The RL Personal Achiever - Cash Based managed fund belongs to the Australian Cash sector/asset class.

As at 31 Dec 2019, the size of the RL Personal Achiever - Cash Based managed fund was $0.03 million.

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

The current entry price of the RL Personal Achiever - Cash Based managed fund is $ per unit and the current exit price is $1.51434 per unit (as at 27 Oct 2025).

The current exit price of the RL Personal Achiever - Cash Based managed fund is $1.51434 per unit and the current entry price is $ per unit (as at 27 Oct 2025).

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

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.