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 2019. 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+ 4.6%

Consumer Price Index (CPI) plus 4.6% per year over the long-term (2019-2028). Future returns cannot be guaranteed.

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Return#

8.75%

The return for the year ending 30 June 2019 is 5.76%.  The 10 year average annual return to 30 June 2019 is 8.75%.

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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^

$452.60 per year

From $452.60 per year (For a member with a $50,000 balance).
 

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This website is provided by Retail Employees Superannuation Pty Limited ABN 39 001 987 739, AFSL 24 0003 (Rest), trustee of Retail Employees Superannuation Trust ABN 62 653 671 394 (Fund), of which Rest Super, Rest Corporate, Rest Pension and Acumen are part. It contains general advice that has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, consider its appropriateness and the relevant Product Disclosure Statement (PDS), which is available on this website. The cost of providing financial services is included in the fees in the Fund as disclosed in the relevant PDS. Rest and the Fund do not charge any additional fees or obtain any commissions for the advice provided. Rest’s employees are paid a salary and do not receive any commissions. They may receive a performance related bonus that takes into account the financial services provided. Super Investment Management Pty Limited (ABN 86 079 706 657, AFSL 240004), a wholly owned subsidiary company of Rest, manages some of the fund’s investments. Apart from this, Rest does not have any relationships or associations with any related body corporate or product issuer that might reasonably be expected to be capable of influencing Rest in providing financial services.

Rest personal advice is provided by Rest Advisers as authorised representatives of Link Advice Pty Ltd ABN 36 105 811 836 AFSL 258145

Awards and ratings are only one factor to consider when deciding how to invest your super. Further information regarding these awards can be found at rest.com.au/about-rest/awards. Past performance is not an indicator of future performance. SuperRatings Pty Limited does not issue, sell, guarantee or underwrite this product. Go to superratings.com.au for details of its ratings criteria. For further information about the methodology used by Chant West, see www.chantwest.com.au