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

Our top fund picks in a rate-cut environment

Falling rates, rising stars. 
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 Ordinaries8,138.4056.300.70%
CAC 408,028.2890.071.13%
DAX 4022,986.82419.681.86%
Dow JONES (US)41,488.19674.621.65%
FTSE 1008,632.3389.771.05%
HKSE24,252.53292.551.22%
NASDAQ17,754.09451.072.61%
Nikkei 22537,893.85497.331.33%
NZX 50 Index12,152.20114.05-0.93%
S&P 5005,638.94117.422.13%
S&P/ASX 2007,909.6055.500.71%
SSE Composite Index3,428.188.620.25%

Market Movers