InvestSMART

RL Personal Achiever - Cash Based - Managed Fund

Fund Objective
An unlisted Insurance Bond which invests primarily in Fixed Interest in Australia with an objective of providing capital preservation.
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 0.13% 0.42% 0.84% 1.79% 2.14% 2.13% 1.09% 0.24%
Growth return 0.15% 0.41% -% 1.96% 2.22% 2.11% 0.94% 0.19%
Income return -0.02% 0.01% -% -0.17% -0.08% 0.02% 0.15% 0.05%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.35% 0.96% 1.88% 3.76% 4.06% 4.11% 2.96% 2.14%
As at 31 Mar 2026. 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
55.63%
Australian Equities
4.92%
International Equities
2.98%
Property & Infrastructure
1.98%
Fixed Interest
15.73%
Alternatives
18.77%

General Information

Fund Details
Type Description
RL Personal Achiever - Cash Based
AMP0241AU
Australian Cash
star (as at 31 Mar 2013)
Investment Fund
5 Apr 1994
$0.03 million (as at 31 Dec 2019)
n/a
$1.5248 (as at 1 Apr 2026)
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 - Cash Based

The objective 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 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 0.13%. This was made up of a growth return of 0.15% and an income return of -0.02%. These returns were calculated as at 31 Mar 2026.

RL Personal Achiever - Cash Based’s total return for the last three months was 0.42%. This was made up of a growth return of 0.41% and an income return of 0.01%%. These returns were calculated as at 31 Mar 2026.

RL Personal Achiever - Cash Based’s one-year total return is 1.79%. This was made up of a growth return of 1.96% and an income return of -0.17%. These returns were calculated as at 31 Mar 2026.

RL Personal Achiever - Cash Based’s one-year total return is 2.13%. This was made up of a growth return of 2.11% and an income return of 0.02%. These returns were calculated as at 31 Mar 2026.

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 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 $1.5248 per unit (as at 1 Apr 2026).

The current exit price of the RL Personal Achiever - Cash Based managed fund is $1.5248 per unit and the current entry price is $ per unit (as at 1 Apr 2026).

The minimum initial investment amount for the RL Personal Achiever - Cash Based 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.