How we invest

In this section, we talk about our investment beliefs and approach and how we invest to grow your retirement savings. 

Our Investment Beliefs

We have eight core investment beliefs that guide and shape how we manage your retirement savings.

How we invest your money

We invest your money across different investment markets using a range of asset classes and investment strategies to meet our investment objectives and grow your retirement savings.

Investing across many types of investment markets and asset classes with a wide range of investment strategies takes skill and expertise so Rest appoints specialist investment managers.

How we monitor performance

We appoint/engage a professional investment consultant, JANA, to monitor the performance and capability of all of our investment managers.

 

Rest’s approach to responsible investing

Rest believes that environmental, social and governance (ESG) issues are important when investing because they represent risks that could influence the performance of our investments over the long term.
Find out more
 

Managing governance issues

Rest supports the work of the Royal Commission and disapproves of the misconduct which has been occurring in the financial services sector.

Governance issues such as those raised before the Royal Commission have an influence on an organisation’s long-term financial performance.
Find out more

 

Rest's Investment Managers

Rest appoints investment managers who have the right skills and expertise to manage your money in the relevant investment markets, asset classes and investment strategies.

We set an investment objective for each of our investment managers who are regularly monitored to deliver the right outcomes for you.

Rest’s investment managers are listed below:1

Apollo ST Fund Management LLC
ABN: NA

Barings LLC
ABN: NA

Bain Capital Credit, LP
ABN: NA

Bentham Asset Management Pty Limited
ABN: 92 140 833 674

Hayfin Capital Management LLP
ABN: NA

Internally managed2
ABN: 86 079 706 657

AMP Capital Investors Limited
ABN: 59 001 777 591

Global Infrastructure Management LLC.
ABN: NA

Internally managed2
ABN: 86 079 706 657

I Squared Capital Advisors (US) LLC
ABN: NA

Macquarie Infrastructure Partners INC.
ABN: NA

Brandywine Global Investment Management, LLC
ABN: NA

Franklin Templeton Investments Australia Limited
ABN: 87 006 972 247

Macquarie Investment Management Australia Limited
ABN: 55 092 552 611

Internally managed2
ABN: 86 079 706 657

JPMorgan Asset Management (Australia) Limited
ABN: 55 143 832 080

UBS Global Asset Management (Australia) Limited
ABN: 31 003 146 290

Western Asset Management Company Pty Ltd
ABN 41 117 767 923

Wellington Management Australia Pty Ltd
ABN: 19 167 091 090

First Sentier Investors (Australia) IM Ltd
ABN: 89 114 194 311

Macquarie Investment Management Australia Limited
ABN: 55 092 552 611

Internally managed2
ABN: 86 079 706 657

Australian and New Zealand Banking Group Limited
ABN: 11 005 357 522

Internally managed2
ABN: 86 079 706 657

Warakirri Asset Management Pty Limited
ABN: 33 057 529 370

Charter Hall Funds Management Limited
ABN: 31 082 991 786

GPT Funds Management Limited
ABN: 74 115 026 545

Internally managed2
ABN: 86 079 706 657

Greystar Real Estate Partners
ABN: NA

QIC Retail Pty Ltd
ABN: 87 076 279 546

Vicinity Funds Management Pty Ltd
ABN: 62 167 606 939

Artisan Partners Limited Partnership
ABN: NA

Cooper Investors Pty Ltd
ABN: 26 100 409 890

First State Investments (Hong Kong) Limited
ABN: N/A

GQG Partners LLC
ABN: NA

Hosking Partners LLP
ABN: NA

Longview Partners LLP
ABN: NA

Macquarie Investment Management Australia Limited
ABN: 55 092 552 611

Northcape Capital Pty Limited
ABN: 53 106 390 247

Paradice Investment Management Pty Limited
ABN: 64 090 148 619

Paradice Investment Management LLC
ABN: N/A

Parametric Portfolio Associates LLC
ABN: NA

Robeco Hong Kong Limited
ABN: NA

Wellington Management Australia Pty Ltd
ABN: 19 167 091 090

BNP Paribas Investment Partners (Australia) Limited
ABN: 78 008 576 449

Payden & Rygel Global Limited
ABN: N/A

AllianceBernstein Investment Management Australia Limited
ABN : 58 007 212 606

Cooper Investors Pty Ltd
ABN: 26 100 409 890

Holowesko Partners Limited
ABN: NA

Wellington Management Australia Pty Ltd
ABN: 19 167 091 090

QIC Private Capital Pty Ltd
ABN: 83 076 279 528

Allan Gray Australia Pty Ltd
ABN: 48 112 316 168

Balanced Equity Management Pty Ltd
ABN: 78 006 987 613

Cooper Investors Pty Ltd
ABN: 26 100 409 890

Ethical Partners Funds Management Pty Ltd
ABN: 96 623 475 454

First Sentier Investors (Australia) IM Ltd
ABN: 89 114 194 311

Greencape Capital Pty Limited
ABN: 98 120 328 529

Macquarie Investment Management Australia Limited
ABN: 55 092 552 611

Macquarie Investment Management Global Limited
ABN: 90 086 159 060

Paradice Investment Management Pty Limited
ABN: 64 090 148 619

Parametric Portfolio Associates LLC
ABN: NA

Internally managed2
ABN: 86 079 706 657

Ubique Asset Management Pty Limited
ABN: 36 150 100 557

1 As of 21 June 2021.

2 Internally managed investments are those managed by Rest and members of its group, including Super Investment Management Pty Ltd ABN 86 079 706 657 (Australian Financial Services Licence 240004), a wholly owned company of Rest.
 

Please note, the information presented in each list is as at 31 December 2020. Where the asset class for an investment is labelled as "Other", this includes, Credit, Agriculture and Equity Strategies asset classes. Where the value of an investment as a percentage of the investment option is provided, we've rounded to two decimal places. Where the value of the investment has been provided as a range, this range has been determined by Rest. In some cases, certain investments and/or their value or valuation range are not listed due to such information being commercially sensitive.