Investments Performance

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.

Notes/Important information

Past performance is not an indicator of future performance.

Investment returns are calculated after tax on investment income, and investment fees and costs and transaction costs, but before the deduction of administration fees.

FYTD return means the Financial Year to Date return starting from 1 July.

N/A is shown where an investment option has not been available for the relevant time period.

The Bonds, Property, Diversified, Shares, Australian Shares and Overseas Shares investment options were removed on 2 November 2024. Click here for the investment performance of these options to 31 October 2024.

From 1 July 2017, investment performance for Rest Pension TTR accounts is the same as Super 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 reflects performance of Rest Pension for the period prior to 1 July 2017 and Rest Super from 1 July 2017.

Inception dates for each investment option

The commencement date for each investment option and product is listed below:

Option	Rest	Rest Pension
Growth	01-07-88	15-10-06
Cash	01-10-98	30-09-02
Capital Stable	01-10-98	13-09-02
Balanced	01-10-98	13-09-02
Balanced - Indexed	06-12-18	06-12-18
Sustainable Growth	29-03-21	29-03-21
High Growth	01-10-98	11-07-03
Australian Shares - Indexed	06-12-18	06-12-18
Overseas Shares - Indexed	06-12-18	06-12-18
Bonds	01-10-98	30-09-02
Property	01-03-02	04-10-02
Diversified	01-10-98	13-09-02
Shares	01-10-98	30-09-02
Australian Shares	01-03-02	24-01-03
Overseas Shares	01-03-02	18-07-03