Rest’s Core Strategy option has ended September up +1.77% for the quarter, and +16.37% for the year, ending 30 September 2021. For Pension members, the default Balanced option posted gains of +1.58% for the quarter, and +14.17% for the year, ending 30 September 2021.
Despite a generally tough September for share markets across the globe, our equity investments remained a key driver of the Core’s positive returns for the year and quarter. Our unlisted assets within the property, agriculture and infrastructure space were also notable contributors. Inflation worries were however a drag on our bond holdings, while ultra-low interest rates continued to weigh on our cash investments.
Core Strategy option to 30 September 2021
Balanced option (Rest Pension) to 30 September 2021
All figures as at 30 September 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.
See the performance of all our investment options here