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  5. RL Rollover Deposit Plan - Growth - Managed fund profile

RL Rollover Deposit Plan - Growth - Managed Fund

Fund Objective
To provide capital growth over the medium term through a broad range of cash, fixed interest securities, shares and property.
Fund Strategy
An unlisted Rollover DA which invests primarily in Diverse assets in Australia with an objective of providing capital growth.

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 1.44% 3.88% 4.89% 10.79% 10.36% 9.71% 7.92% 6.72%
Growth return 1.44% 3.88% 4.89% 10.79% 10.36% 9.71% 7.92% 6.72%
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

No asset allocation data available.
Average Allocation of Peers
Alternatives
4.02%
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%

General Information

Fund Details
Type Description
RL Rollover Deposit Plan - Growth
Equity Trustees Superannuation Limited
SGS0006AU
Multisector Growth
starstarstar (as at 31 Aug 2025)
Superannuation Fund
1 Jul 1992
$0.95 million (as at 30 Jun 2024)
n/a
$8.2669 (as at 29 Aug 2025)
Closed
Offer information
Type Description
Minimum initial investment $5,000.00

FAQs about the RL Rollover Deposit Plan - Growth

The objective of the RL Rollover Deposit Plan - Growth managed fund is To provide capital growth over the medium term through a broad range of cash, fixed interest securities, shares and property.

The strategy of the RL Rollover Deposit Plan - Growth managed fund is An unlisted Rollover DA which invests primarily in Diverse assets in Australia with an objective of providing capital growth.

The APIR code of the RL Rollover Deposit Plan - Growth managed fund is SGS0006AU.

RL Rollover Deposit Plan - Growth’s total return last month was 1.44%. This was made up of a growth return of 1.44% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

RL Rollover Deposit Plan - Growth’s total return for the last three months was 3.88%. This was made up of a growth return of 3.88% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

RL Rollover Deposit Plan - Growth’s one-year total return is 10.79%. This was made up of a growth return of 10.79% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

RL Rollover Deposit Plan - Growth’s one-year total return is 9.71%. This was made up of a growth return of 9.71% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the RL Rollover Deposit Plan - Growth managed fund is :

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

The Responsible Entity for the RL Rollover Deposit Plan - Growth managed fund is Equity Trustees Superannuation Limited.

The RL Rollover Deposit Plan - Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Jun 2024, the size of the RL Rollover Deposit Plan - Growth managed fund was $0.95 million.

The RL Rollover Deposit Plan - Growth managed fund has an inception date of 1 Jul 1992.

The current entry price of the RL Rollover Deposit Plan - Growth managed fund is $ per unit and the current exit price is $8.2669 per unit (as at 29 Aug 2025).

The current exit price of the RL Rollover Deposit Plan - Growth managed fund is $8.2669 per unit and the current entry price is $ per unit (as at 29 Aug 2025).

The minimum initial investment amount for the RL Rollover Deposit Plan - Growth managed fund is $5,000.

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.