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 | 8,089.90 | 7.80 | 0.10% |
| CAC 40 | 8,114.35 | 40.37 | 0.50% |
| DAX 40 | 23,339.74 | 185.17 | 0.80% |
| Dow JONES (US) | 41,640.85 | 200.78 | -0.48% |
| FTSE 100 | 8,707.12 | 26.83 | 0.31% |
| HKSE | 24,740.57 | 595.00 | 2.46% |
| NASDAQ | 17,496.77 | 311.89 | -1.75% |
| Nikkei 225 | 37,845.42 | 448.90 | 1.20% |
| NZX 50 Index | 12,076.85 | 189.40 | -1.54% |
| S&P 500 | 5,616.75 | 58.37 | -1.03% |
| S&P/ASX 200 | 7,860.40 | 6.30 | 0.08% |
| SSE Composite Index | 3,429.76 | 3.63 | 0.11% |