Investment Performance

At Rest, we follow an approach of staying long-term focused, well diversified and disciplined. After all, it’s long term performance and fees that largely determine how much you end up with. Below you can see how Rest’s Core Strategy and other investment options have performed over the last 10 years, as well as the latest quarterly performance figures for Super, Rest Pension Transition to Retirement (TTR) and Retirement accounts.

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.

Past performance is not an indicator of future performance.

Super
TTR
Retirement Account
Returns as at

Investment Returns

We want you to have all the information you need to feel confident about your super.

With this tool you can compare the performance of all our investment options. Start simply by selecting the date where you want to see the percentage returns over the respective years. For this function, note that the earliest date you can select is 1st January 2014.

When you click to compare, you will be provided with a graph of the investment return of your selected option. If you select two options (up to four) to compare, the investment returns will be plotted against each other. Please keep in mind that past performance shouldn't be relied on to indicate future performance.
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