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 |
03-12-18 |
| Sustainable Growth |
29-03-21 |
29-03-21 |
| High Growth |
01-10-98 |
11-07-03 |
| Australian Shares - Indexed |
06-12-18 |
03-12-18 |
| Overseas Shares - Indexed |
06-12-18 |
03-12-18 |
| 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 |
