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.
funds
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 | 8,087.70 | 5.60 | 0.07% |
| CAC 40 | 8,073.98 | 45.70 | 0.57% |
| DAX 40 | 23,154.57 | 167.75 | 0.73% |
| Dow JONES (US) | 41,841.63 | 353.44 | 0.85% |
| FTSE 100 | 8,680.29 | 47.96 | 0.56% |
| HKSE | 24,575.20 | 429.63 | 1.78% |
| NASDAQ | 17,808.66 | 54.58 | 0.31% |
| Nikkei 225 | 37,907.04 | 510.52 | 1.37% |
| NZX 50 Index | 12,076.85 | 89.29 | -0.73% |
| S&P 500 | 5,675.12 | 36.18 | 0.64% |
| S&P/ASX 200 | 7,857.90 | 3.80 | 0.05% |
| SSE Composite Index | 3,426.85 | 0.73 | 0.02% |