At Rest, we follow an approach of staying long-term focused, well diversified and disciplined. After all, it’s the impact of long term performance and fees on your balance that largely determine how much you end up with.

Note: From 1 July 2017, unit pricing and investment performance for Rest Pension TTR accounts is now the same as Super unit pricing and investment performance. This reflects changes to tax rules from 1 July 2017 which require investment returns on TTR accounts to be taxed at 15% per annum. Rest Pension TTR 10-year performance is different to both Pension and Super returns as it’s a blended rate.

Past performance is not an indicator of future performance.

Please note: Our team is working behind the scenes to deliver a whole new investments digital experience for Rest members. Stay tuned as we roll out new features on the investment performance page in 2024.

Returns as at January 31, 2024

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Default Option

 
Investment option
10 year
% pa
5 year
% pa
1 year
%
FYTD return
%

Core Strategy

10 year
% pa
6.73%
5 year
% pa
6.67%
1 year
%
7.75%
FYTD return
%
4.63%

Structured Options

 
Investment option
10 year
% pa
5 year
% pa
1 year
%
FYTD return
%

Capital Stable

10 year
% pa
4.35%
5 year
% pa
4.06%
1 year
%
4.62%
FYTD return
%
3.06%

Balanced

10 year
% pa
5.67%
5 year
% pa
5.57%
1 year
%
6.30%
FYTD return
%
3.95%

Balanced - Indexed

10 year
% pa
N/A
5 year
% pa
8.04%
1 year
%
11.02%
FYTD return
%
6.66%

Diversified

10 year
% pa
7.19%
5 year
% pa
7.25%
1 Year
%
7.59%
FYTD return
%
4.50%

High Growth

10 year
% pa
8.38%
5 year
% pa
8.76%
1 year
%
9.94%
FYTD return
%
5.89%

Sustainable Growth

10 year
% pa
N/A
5 year
% pa
N/A
1 year
%
8.43%
FYTD return
%
5.34%

Member Tailored Options

 
Investment option
10 year
% pa
5 year
% pa
1 year
%
FYTD return
%

Cash

10 year
% pa
1.89%
5 year
% pa
1.72%
1 year
%
3.85%
FYTD
%
2.33%

Bonds

10 year
% pa
1.52%
5 Year
% pa
-0.46%
1 year
%
1.25%
FYTD return
%
2.12%

Property

10 year
% pa
6.90%
5 year
% pa
3.80%
1 year
%
-6.14%
FYTD return
%
-3.01%

Shares

10 year
% pa
9.66%
5 year
% pa
10.48%
1 year
%
14.39%
FYTD return
%
7.59%

Australian Shares

10 year
% pa
8.65%
5 year
% pa
9.05%
1 year
%
5.11%
FYTD return
%
6.01%

Australian Shares - Indexed

10 year
% pa
N/A
5 year
% pa
9.13%
1 year
%
5.98%
FYTD return
%
6.86%

Overseas Shares

10 year
% pa
9.51%
5 year
% pa
10.23%
1 year
%
22.11%
FYTD return
%
8.67%

Overseas Shares - Indexed

10 year
% pa
N/A
5 year
% pa
12.26%
1 year
%
25.22%
FYTD return
%
9.88%

Default Option

 
Investment option
10 year
% pa
5 year
% pa
1 year
%
FYTD return
%

Balanced

10 year
% pa
5.90%
5 year
% pa
5.57%
1 year
%
6.30%
FYTD return
%
3.95%

Structured Options

 
Investment option
10 year
% pa
5 year
% pa
1 year
%
FYTD return
%

Core Strategy

10 year
% pa
6.90%
5 year
% pa
6.67%
1 year
%
7.75%
FYTD return
%
4.63%

Capital Stable

10 year
% pa
4.56%
5 year
% pa
4.06%
1 year
%
4.62%
FYTD return
%
3.06%

Balanced - Indexed

10 year
% pa
N/A
5 year
% pa
8.04%
1 year
%
11.02%
FYTD return
%
6.66%

Diversified

10 year
% pa
7.44%
5 year
% pa
7.25%
1 Year
%
7.59%
FYTD return
%
4.50%

High Growth

10 year
% pa
8.64%
5 year
% pa
8.76%
1 year
%
9.94%
FYTD return
%
5.89%

Sustainable Growth

10 year
% pa
N/A
5 year
% pa
N/A
1 year
%
8.43%
FYTD return
%
5.34%

Member Tailored Options

 
Investment option
10 year
% pa
5 year
% pa
1 year
%
FYTD return
%

Cash

10 year
% pa
2.04%
5 year
% pa
1.72%
1 year
%
3.85%
FYTD return
%
2.33%

Bonds

10 year
% pa
1.74%
5 Year
% pa
-0.46%
1 year
%
1.25%
FYTD return
%
2.12%

Property

10 year
% pa
7.25%
5 year
% pa
3.80%
1 year
%
-6.14%
FYTD return
%
-3.01%

Shares

10 year
% pa
9.85%
5 year
% pa
10.48%
1 year
%
14.39%
FYTD return
%
7.59%

Australian Shares

10 year
% pa
8.78%
5 year
% pa
9.05%
1 year
%
5.11%
FYTD return
%
6.01%

Australian Shares - Indexed

10 year
% pa
N/A
5 year
% pa
9.13%
1 year
%
5.98%
FYTD return
%
6.86%

Overseas Shares

10 year
% pa
9.83%
5 year
% pa
10.23%
1 year
%
22.11%
FYTD return
%
8.67%

Overseas Shares - Indexed

10 year
% pa
N/A
5 year
% pa
12.26%
1 year
%
25.22%
FYTD return
%
9.88%

Default Option

 
Investment option
10 year % pa
5 year % pa
1 year %
FYTD %

Balanced

10 year
% pa
6.28%
5 year
% pa
6.25%
1 year
%
7.04%
FYTD return
%
4.50%

Structured Options

 
Investment option
10 year
% pa
5 year
% pa
1 year
%
FYTD return
%

Core Strategy

10 year
% pa
7.43%
5 year
% pa
7.56%
1 year
%
8.56%
FYTD return
%
5.24%

Capital Stable

10 year
% pa
4.86%
5 year
% pa
4.55%
1 year
%
5.18%
FYTD return
%
3.53%

Balanced - Indexed

10 year
% pa
N/A
5 year
% pa
9.06%
1 year
%
11.91%
FYTD return
%
7.48%

Diversified

10 year
% pa
7.91%
5 year
% pa
8.07%
1 Year
%
8.43%
FYTD return
%
5.08%

High Growth

10 year
% pa
9.22%
5 year
% pa
9.80%
1 year
%
10.98%
FYTD return
%
6.56%

Sustainable Growth

10 year
% pa
N/A
5 year
% pa
N/A
1 year
%
9.30%
FYTD return
%
5.92%

Member Tailored Options

 
Investment option
10 year
% pa
5 year
% pa
1 year
%
FYTD return
%

Cash

10 year
% pa
2.25%
5 year
% pa
2.04%
1 year
%
4.54%
FYTD return
%
2.75%

Bonds

10 year
% pa
1.79%
5 Year
% pa
-0.47%
1 year
%
1.35%
FYTD return
%
2.43%

Property

10 year
% pa
7.58%
5 year
% pa
4.15%
1 year
%
-6.71%
FYTD return
%
-3.14%

Shares

10 year
% pa
10.55%
5 year
% pa
11.74%
1 year
%
16.08%
FYTD return
%
8.46%

Australian Shares

10 year
% pa
9.67%
5 year
% pa
10.67%
1 year
%
6.02%
FYTD return
%
6.92%

Australian Shares - Indexed

10 year
% pa
N/A
5 year
% pa
10.46%
1 year
%
6.37%
FYTD return
%
7.85%

Overseas Shares

10 year
% pa
10.39%
5 year
% pa
11.21%
1 year
%
24.45%
FYTD return
%
9.53%

Overseas Shares - Indexed

10 year
% pa
N/A
5 year
% pa
13.49%
1 year
%
27.68%
FYTD return
%
11.06%
  • Notes/Important information


    The Core Strategy earning rates for the years ended 30 June 2008 to 30 June 2011 differed from the crediting rate due to adjustments to the reserves. For the year ended 30 June 2007, the crediting rate was the earning rate. For years ended 30 June 2006 and earlier, the Core Strategy earning rates differed from the crediting rates as adjustments were made to reserves.

    For Pension, the earning rates for the years ended 30 June 2008 to 30 June 2010 differed from the crediting rates due to adjustments to the reserves. For the year ended 30 June 2011, the crediting rate was the earning rate.

    From 1 January 2013 all options are based on unit prices. Prior to that Core Strategy was based on a crediting rate and all other options were based on unit prices. All returns are post investment management fees and tax except the Pension options which are untaxed. Returns for the three, five, seven and ten year periods are based on compound averages. Past performance is not an indication of future performance.

    The inception dates of investment options do not necessarily reflect the date they are available to all members. This means that the chart may display performance data for the option prior to its availability to some members. The commencement date for each investment option and product is listed below:

    Inception dates for each investment option

    Option Rest Rest Pension
    Core Strategy 01-07-88 15-10-06
    Capital Stable 01-10-98 13-09-02
    Balanced 01-10-98 13-09-02
    Balanced - Indexed 06-12-18 03-12-18
    Diversified 01-10-98 13-09-02
    High Growth 01-10-98 11-07-03
    Cash 01-10-98 30-09-02
    Bonds 01-10-98 30-09-02
    Shares 01-10-98 30-09-02
    Property 01-03-02 04-10-02
    Australian Shares 01-03-02 24-01-03
    Australian Shares - Indexed 06-12-18 03-12-18
    Overseas Shares 01-03-02 18-07-03
    Overseas Shares - Indexed 06-12-18 03-12-18

    Past performance is not an indication of future performance.

    N/A applies to options running less than the indicated time periods.

    When you switch or withdraw your benefits, the buy or sell price that is normally used is the latest buy or sell price that has been loaded onto the administration system at the time that your transaction is processed. If there is a discrepancy between the returns or sell prices on this website and what is on Rest's administration system, the returns or sell prices on the administration system will apply.

    Unit Prices

    To view unit prices for all investment options click below.

    Switching investment options

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