RL Psnl Spr & Rollover Pln - Hi Gr
COM0025AU
RL Psnl Spr & Rollover Pln - Hi Gr COM0025AU Strategy
To invest in a diversified portfolio of predominately growth assets expected to generate a mix of long-term capital growth and income but which may be quite volatile in the short to medium-term. To achieve a return of CPI+ 4.0% p.a. over rolling seven-year periods before fees and taxes.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: December 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,204.60 | 56.50 | 0.62% |
| CAC 40 | 8,256.19 | 76.69 | 0.94% |
| DAX 40 | 24,652.54 | 128.25 | -0.52% |
| Dow JONES (US) | 49,240.99 | 166.67 | -0.34% |
| FTSE 100 | 10,459.76 | 145.17 | 1.41% |
| HKSE | 26,847.32 | 12.55 | 0.05% |
| NASDAQ | 23,255.19 | 336.92 | -1.43% |
| Nikkei 225 | 54,293.36 | 427.30 | -0.78% |
| NZX 50 Index | 13,467.29 | 45.77 | 0.34% |
| S&P 500 | 6,917.81 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,927.80 | 75.50 | 0.85% |
| SSE Composite Index | 4,102.20 | 34.46 | 0.85% |