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Morningstar Fund Report

REI Super Growth

Wholesale

Fund Report | Report generated 25 May 2022 |

Performance

31 Mar 2022

Growth of $10,000

Fund
Fund: REI Super Growth
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 31 Mar 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.19 0.35 -0.25 --
3 Month -1.85 0.65 1.46 --
1 Year 10.17 0.92 -0.11 --
3 Year 9.71 0.11 -0.54 --
5 Year 8.71 0.05 -1.01 --

Risk Analysis

as at 31 Mar 2022
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

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 31 Mar 2022)
250.94
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2022

Domestic Equity 39.899
International Equity 47.883
Listed Property 5.910
Unlisted Property 4.713
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.596
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 -- / --