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 | 8,073.98 | 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 | 24,667.98 | 522.41 | 2.16% |
| NASDAQ | 17,808.66 | 54.58 | 0.31% |
| Nikkei 225 | 37,868.96 | 472.44 | 1.26% |
| NZX 50 Index | 12,061.32 | 104.82 | -0.86% |
| S&P 500 | 5,675.12 | 36.18 | 0.64% |
| S&P/ASX 200 | 7,860.40 | 6.30 | 0.08% |
| SSE Composite Index | 3,428.77 | 2.64 | 0.08% |