The 2020/21 financial year was a challenging one in the wake of the global pandemic. We would like to thank you for all your efforts in keeping your employees safe during this difficult time.
At Rest, we worked hard to protect the retirement savings of your employees by staying true to our long-term investment strategy. We’re pleased to let you know that Rest’s Core Strategy delivered a very competitive return of 17.43% for the 12 months to 30 June 2021, while our award-winning Balanced - Indexed Option returned 19.98% during the same period. For Pension members, the Balanced Option also performed well returning a notable 15.19%.
Core Strategy Option to 30 June 2021
Balanced Option (Rest Pension) to 30 June 2021
All figures as at 30 June 2021. Returns are net of investment fees and tax, except Pension which is untaxed. The earnings applied to members’ accounts may differ. Investment returns are at the investment option level and are reflected in the unit prices for those options. Returns for the ten year period are annualised returns. Past performance is not an indicator of future performance.
As well as achieving competitive returns, we also launched a new ethical investment option called Sustainable Growth and made progress on our objective to achieve a net zero carbon footprint for the fund by 2050.
For more detail on our investment performance and corporate milestones last year, we encourage you to watch these video messages from Rest CEO Vicki Doyle and CIO Andrew Lill.