Morningstar Fund Report
REI Super Balanced
Performance
--
Growth of $10,000

Fund: REI Super Balanced

Index: Morningstar Aus Msec Growth TR AUD

Category: Multisector Growth
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at --Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -- | -- | -- | -- |
3 Month | -- | -- | -- | -- |
1 Year | -- | -- | -- | -- |
3 Year | -- | -- | -- | -- |
5 Year | -- | -- | -- | -- |
Risk Analysis
as at --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 28 Feb 2021) |
1,387.42 |
Minimum Investment $ | 50,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Dec 2019

Size | Large Style | Blend
Asset Allocation
% as at 28 Feb 2021
Domestic Equity | 27.975 |
International Equity | 35.589 |
Listed Property | 6.170 |
Unlisted Property | 4.767 |
Domestic Fixed Interest | 9.116 |
International Fixed Interest | 7.005 |
Cash | 9.378 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector Growth |
Entry Price $ | -- |
Exit Price $ | -- |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
![]() |
3 Year | |
5 Year | |
10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | -- |
Buy/Sell Spread | -- |
Annual
ICR pa (30 Jun 2013) | 0.4000 |
Max Management Fee pa![]() |
0.33% |
Max Admin Fee pa![]() |
-- |
Performance Fee pa (30 Jun 2013) |
0.1025% |
Max Brokerage | 0.0000 |