Rest Industry Super’s Core Strategy investment option has been named as part of an elite group of Australian super funds delivering an accumulated return of more than 100% since the global financial crisis.
According to leading independent agency SuperRatings, Rest’s Core Strategy is one of just eight funds with a Balanced option^ that have delivered returns greater than 100% since the depths of the GFC in 2009. For members, this means their super has more than doubled during that period, even without them making a contribution.
Rest’s Core Strategy delivered an accumulated return of 100.7% from 1 March 2009 to 31 May 2016, equivalent to 10.1% per annum over the same period. The Australian share market delivered an accumulated return of just 71% over the same period.
The Core Strategy is also named by SuperRatings as the top Balanced fund since the onset of the GFC in October 2007, demonstrating Rest’s ability to manage money during periods of both boom and bust.
Rest’s strong track record in delivering competitive investment performance for its members has seen its Core Strategy ranked No.1 for long-term performance more times than all other super funds put together when compared to similar options of other funds surveyed monthly over rolling 10 year periods*.
Underpinning this investment success is a commitment to an investment philosophy that provides a framework for a disciplined and focused strategy which guides investment decisions through the ups and downs of investment markets.
For more information about Rest’s investment performance, go to rest.com.au/member/investments
^ Balanced option refers to “Balanced” options with exposure to growth style assets of between 60% to 76%. Approximately 70% of Australians in our major funds are invested in their fund’s default investment option, which in most cases is the balanced investment option. Returns are net of investment fees, tax and implicit asset-based administration fees.
*Returns for peer comparison funds over 10 year period sourced from SuperRatings Fund Crediting Rate Survey – SR 50 Balanced (60-76) Index, April 2016. Returns are net of investment fees, tax and implicit asset-based administration fees. Explicit fees such as fixed dollar administration fees, exit fees, contribution fees and switching fees are excluded. Ratings or investment returns are only one factor to consider before deciding. SuperRatings Pty Limited does not issue, sell, guarantee or underwrite this product. Go to superratings.com.au for details of its ratings criteria.
Past performance may not be repeated.