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About

Morningstar Fund Report

REST Super High Growth

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Fund Report | Report generated 29 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

Fund
Fund: REST Super High 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 6.95 -1.93 23.17 2.78
+/- Cat -0.11 -1.77 -0.12 1.12
+/- Index -4.24 -1.08 -1.52 0.11

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.48 1.30 1.92 1 / 145
3 Month 2.78 1.12 0.11 12 / 145
1 Year 23.33 0.58 -2.14 64 / 143
3 Year 9.04 -0.29 -1.70 34 / 140
5 Year 9.94 0.13 -1.60 27 / 117

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.1 11.67 12.82
Sharpe Ratio 0.84 0.71 0.81
R-Squared 94.29 94.79 --
Beta 0.77 0.89 --
Alpha 0.55 -1.04 --

Fund Details

Fund Inception 30 Sep 1998
Responsible Entity Retail Employees Superannuation Pty Ltd
Fund Manager Retail Employees Superannuation Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Sep 2021)
2,487.61
Minimum Investment $ --
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2013

Domestic Equity 28.000
International Equity 35.000
Listed Property 0.000
Unlisted Property 12.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.000
Other 25.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 30 Sep 2021

APIR Code RES0006AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 7.2888
Exit Price $ 7.2837
Exit Price
1 Week Change $
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Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
10 Year 4

Prosective Fees & Costs

as at 30 Jun 2014

Total Cost Ratio (Prospective) 0.85%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --