Rest’s Core Strategy ended the financial year strongly to return 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 gaining 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. N/A applies to options running less than the indicated time periods. Past performance is not an indicator of future performance.
Our investments in overseas and Australian shares continued to provide the highest returns in the portfolio. Our investments in unlisted assets within the property, agriculture and infrastructure sectors also contributed strongly, while our bond holdings helped stabilise the portfolio when markets were volatile. Our cash investments contributed minimally given the ultra-low global interest environment.
See the performance of all our investment options here