Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

REI Super Elite Australian Shares

Wholesale

Fund Report | Report generated 25 Sep 2021 |

Performance

31 Jul 2021

Growth of $10,000

Fund
Fund: REI Super Elite Australian Shares
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Blend

Financial Year Total Returns

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

Trailing Total Returns

as at 31 Jul 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.79 -0.37 -0.31 --
3 Month 6.18 1.16 0.38 --
1 Year 25.28 -0.94 -3.28 --
3 Year 8.55 0.58 -0.94 --
5 Year 7.97 -0.81 -2.08 --

Risk Analysis

as at 31 Jul 2021
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Aug 2006
Responsible Entity REI Superannuation Fund Pty Ltd
Fund Manager Morningstar Inv Management Australia Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Jul 2021)
6.52
Minimum Investment $ 50,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Equity Australia Large Blend
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) 0.46%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --