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 | 8,075.80 | 14.10 | -0.17% |
| CAC 40 | 8,114.57 | 40.59 | 0.50% |
| DAX 40 | 23,380.70 | 226.13 | 0.98% |
| Dow JONES (US) | 41,581.31 | 260.32 | -0.62% |
| FTSE 100 | 8,705.23 | 24.94 | 0.29% |
| HKSE | 24,741.36 | 0.79 | 0.00% |
| NASDAQ | 17,504.12 | 304.55 | -1.71% |
| Nikkei 225 | 38,107.27 | 261.85 | 0.69% |
| NZX 50 Index | 12,047.73 | 29.12 | -0.24% |
| S&P 500 | 5,614.66 | 60.46 | -1.07% |
| S&P/ASX 200 | 7,846.50 | 13.90 | -0.18% |
| SSE Composite Index | 3,425.44 | 4.32 | -0.13% |