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About

Morningstar Fund Report

REI Super Growth

Wholesale

Fund Report | Report generated 28 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

Fund
Fund: REI Super Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Sep-21
Fund 6.18 -2.80 27.99 3.09
+/- Cat -0.88 -2.64 4.70 1.43
+/- Index -5.02 -1.94 3.30 0.43

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.02 2.81 3.42 --
3 Month 3.09 1.43 0.43 --
1 Year 30.77 8.03 5.31 --
3 Year 10.01 0.69 -0.72 --
5 Year 9.86 0.05 -1.67 --

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 11.97 11.67 12.82
Sharpe Ratio 0.8 0.71 0.81
R-Squared 91.21 94.79 --
Beta 0.89 0.89 --
Alpha 0.34 -1.04 --

Fund Details

Fund Inception 31 Jan 2001
Responsible Entity REI Superannuation Fund Pty Ltd
Fund Manager Morningstar Inv Management Australia Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Sep 2021)
251.06
Minimum Investment $ 50,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Sep 2021

Domestic Equity 38.473
International Equity 53.219
Listed Property 4.326
Unlisted Property 2.611
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.370
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at 30 Jun 2013

Total Cost Ratio (Prospective) 0.56%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --