Comparison between Return Target and Return for Core Strategy

See how Rest's Core Strategy has performed to its mean annualised estimate of return over ten years above CPI, known as the Return Target*.

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Core Strategy

Rest's investment return objective for the Core Strategy is Consumer Price Index (CPI) + 3% per annum over a rolling ten year period.

Comparison between Return Target and Return

The graph shows a comparison between the return, return target and the moving average return annualised over rolling 10 year periods. The period represented is the 10 years to 30 June 2020. The return is calculated after deducting investment and administration fees, costs and taxes.
 

Moving average return (rolling 10 year period)
Moving average return target (rolling 10 year period)
Return
(financial year to date as at 30 June)
Return Target*

CPI+ 4.9%

Consumer Price Index (CPI) plus 4.9% per year over the long-term (2020-2029). Future returns cannot be guaranteed.

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Return#

7.47%

The return for the year ending 30 June 2020 is -1.25%.  The 10 year average annual return to 30 June 2020 is 7.47%.

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Level of investment risk

Medium to High

Estimated 3 to less than 4 negative annual returns over any 20 year period.
 

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Statement of fees and other costs^

$443 per year

From $443 per year (For a member with a $50,000 balance).
 

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