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 | 8,055.30 | 34.60 | -0.43% |
| CAC 40 | 8,171.47 | 56.90 | 0.70% |
| DAX 40 | 23,288.06 | 92.64 | -0.40% |
| Dow JONES (US) | 41,660.13 | 78.82 | 0.19% |
| FTSE 100 | 8,706.66 | 1.43 | 0.02% |
| HKSE | 24,771.14 | 30.57 | 0.12% |
| NASDAQ | 17,620.11 | 115.99 | 0.66% |
| Nikkei 225 | 37,751.88 | 93.54 | -0.25% |
| NZX 50 Index | 12,045.93 | 120.21 | -0.99% |
| S&P 500 | 5,635.91 | 21.25 | 0.38% |
| S&P/ASX 200 | 7,828.30 | 32.10 | -0.41% |
| SSE Composite Index | 3,426.43 | 3.33 | -0.10% |