REST Balanced Super
17791
REST Balanced Super 17791 Strategy
CPI + 2% pa over the medium-term (rolling 4 year periods). 43% defensive, 57% growth. A mix of shares and bonds (both Australian and overseas), property, infrastructure, alternative assets and cash.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Future Focus: In defence of managed funds
Some people disagree with my use of managed funds. Here’s my response.
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Listed Investment Companies monthly performance: January 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,089.90 | 7.80 | 0.10% |
| CAC 40 | 8,028.28 | 90.07 | 1.13% |
| DAX 40 | 22,986.82 | 419.68 | 1.86% |
| Dow JONES (US) | 41,488.19 | 674.62 | 1.65% |
| FTSE 100 | 8,632.33 | 89.77 | 1.05% |
| HKSE | 24,675.92 | 530.35 | 2.20% |
| NASDAQ | 17,808.66 | 505.65 | 2.92% |
| Nikkei 225 | 37,845.42 | 448.90 | 1.20% |
| NZX 50 Index | 12,076.85 | 189.40 | -1.54% |
| S&P 500 | 5,638.94 | 117.42 | 2.13% |
| S&P/ASX 200 | 7,860.40 | 6.30 | 0.08% |
| SSE Composite Index | 3,429.76 | 3.63 | 0.11% |