Investment Performance

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.

Super

TTR

Retirement Account

Returns as at

Date

Investment Returns

EXPORT CSV

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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10 YEAR
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7 YEAR
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5 YEAR
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3 YEAR
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1 YEAR
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6 MONTH
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3 MONTH
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FYTD RETURN
%

10 YEAR
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7 YEAR
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5 YEAR
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3 YEAR
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1 YEAR
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6 MONTH
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3 MONTH
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FYTD RETURN
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STRUCTURED OPTION
as at

MEMBER TAILORED OPTION
as at

Important notes

Notes / Important information

For Rest and Acumen the Core Strategy earning rates for the years ended 30 June 2008 to 30 June 2011 differed from the crediting rate due to adjustments to the reserves. For the year ended 30 June 2007, the crediting rate was the earning rate. For years ended 30 June 2006 and earlier, the Core Strategy earning rates differed from the crediting rates as adjustments were made to reserves.

For Pension, the earning rates for the years ended 30 June 2008 to 30 June 2010 differed from the crediting rates due to adjustments to the reserves. For the year ended 30 June 2011, the crediting rate was the earning rate.

From 1 January 2013 all options are based on unit prices. Prior to that Core Strategy was based on a crediting rate and all other options were based on unit prices. All returns are post investment management fees and tax except the Pension options which are untaxed. Returns for the three, five, seven and ten year periods are based on compound averages. Past performance is not an indication of future performance.

The inception dates of investment options do not necessarily reflect the date they are available to all members. This means that the chart may display performance data for the option prior to its availability to some members. The commencement date for each investment option and product is listed below:

Inception dates for each investment option

Option	Rest	Acumen	Rest Pension
Core Strategy	01-07-88	01-03-02	15-10-06
Capital Stable	01-10-98	01-03-02	13-09-02
Balanced	01-10-98	01-03-02	13-09-02
Balanced - Indexed	06-12-18	06-12-18	06-12-18
Diversified	01-10-98	01-03-02	13-09-02
High Growth	01-10-98	01-03-02	11-07-03
Cash	01-10-98	01-03-02	30-09-02
Bonds	01-10-98	01-03-02	30-09-02
Shares	01-10-98	01-03-02	30-09-02
Property	01-03-02	01-03-02	04-10-02
Australian Shares	01-03-02	01-03-02	24-01-03
Australian Shares - Indexed	06-12-18	06-12-18	06-12-18
Overseas Shares	01-03-02	01-03-02	18-07-03
Overseas Shares - Indexed	06-12-18	06-12-18	06-12-18

N/A applies to options running less than the indicated time periods.

When you switch or withdraw your benefits, the buy or sell price that is normally used is the latest buy or sell price that has been loaded onto the administration system at the time that your transaction is processed. If there is a discrepancy between the returns or sell prices on this website and what is on Rest's administration system, the returns or sell prices on the administration system will apply.

Past performance is not an indication of future performance.