RL SuperUnits - Growth - Managed Fund

Fund Objective

To achieve strong capital growth over the medium to long term through investment in a diversified portfolio of equities, property and fixed interest securities.

Fund Strategy

An unlisted Superannuation Fund which invests primarily in Diverse assets in Australia with an objective of providing capital growth.

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.

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Fees Comparison

% p.a.

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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	1.44%	3.93%	5.04%	11.13%	10.95%	10.36%	8.66%	7.7%
Growth return	1.44%	3.93%	5.04%	11.13%	10.95%	10.36%	8.66%	7.7%
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
Fund Name	RL SuperUnits - Growth
Responsible Entity	Equity Trustees Superannuation Limited
APIR Code	SCO0401AU
Sector/Asset Class	Multisector Growth
Morningstar Rating	(as at 31 Aug 2025)
Legal Structure	Superannuation Fund
Fund Inception	27 Apr 1984
Fund Size	$17.86 million (as at 30 Jun 2024)
Entry Price	n/a
Exit Price	$127.4448 (as at 29 Aug 2025)
Fund Status	Closed

Offer information

Type	Description
MER	0.48% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR)	0.48% (as at 30 Jun 2011)
Minimum initial investment	$1,000.00

FAQs about the RL SuperUnits - Growth

What is the objective of the RL SuperUnits - Growth managed fund?

The objective of the RL SuperUnits - Growth managed fund is To achieve strong capital growth over the medium to long term through investment in a diversified portfolio of equities, property and fixed interest securities.

What is the strategy for the RL SuperUnits - Growth managed fund?

The strategy of the RL SuperUnits - Growth managed fund is An unlisted Superannuation Fund which invests primarily in Diverse assets in Australia with an objective of providing capital growth.

What is the APIR code of the RL SuperUnits - Growth managed fund?

The APIR code of the RL SuperUnits - Growth managed fund is SCO0401AU.

What was RL SuperUnits - Growth’s total return last month?

RL SuperUnits - 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.

What was RL SuperUnits - Growth’s total return for the last three months?

RL SuperUnits - Growth’s total return for the last three months was 3.93%. This was made up of a growth return of 3.93% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

What is RL SuperUnits - Growth’s one-year total return?

RL SuperUnits - Growth’s one-year total return is 11.13%. This was made up of a growth return of 11.13% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What is RL SuperUnits - Growth’s three-year total return?

RL SuperUnits - Growth’s one-year total return is 10.36%. This was made up of a growth return of 10.36% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What is the asset allocation of the RL SuperUnits - Growth managed fund?

The asset allocation of the RL SuperUnits - Growth managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Who is the responsible Entity of the RL SuperUnits - Growth managed fund?

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

What sector/asset class does the RL SuperUnits - Growth managed fund belong to?

The RL SuperUnits - Growth managed fund belongs to the Multisector Growth sector/asset class.

What is the size of the RL SuperUnits - Growth managed fund?

As at 30 Jun 2024, the size of the RL SuperUnits - Growth managed fund was $17.86 million.

What is the inception date of the RL SuperUnits - Growth managed fund?

The RL SuperUnits - Growth managed fund has an inception date of 27 Apr 1984.

What is the current entry price of the RL SuperUnits - Growth managed fund?

The current entry price of the RL SuperUnits - Growth managed fund is $ per unit and the current exit price is $127.4448 per unit (as at 29 Aug 2025).

What is the current exit price of the RL SuperUnits - Growth managed fund?

The current exit price of the RL SuperUnits - Growth managed fund is $127.4448 per unit and the current entry price is $ per unit (as at 29 Aug 2025).

What is the minimum investment amount for the RL SuperUnits - Growth managed fund?

The minimum initial investment amount for the RL SuperUnits - Growth managed fund is $1,000.

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.

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