How to switch your investment options
We realise your investment needs may change over time, so you have the option to switch your investment choice at any time.
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Show moreAchieve strong returns over the longer term by investing in a diversified mix of assets weighted towards shares and other growth assets.
Asset Type | Benchmark | |
---|---|---|
Cash | 4% | |
Debt | 11.5% | |
Alternatives | 2% | |
Infrastructure | 12% | |
Property | 10.5% | |
Australian Shares | 24% | |
Overseas Shares | 36% |
Investment return objective: The return that the Trustee is aiming to achieve. This is not a guaranteed rate of return.
Asset allocation: How an investment is spread across the different asset classes.
Standard Risk Measure: This is a guide as to the likely number of negative annual returns expected over any 20 year period. More information
Risk band and level: This is based on the standard risk measure. The standard risk measure ranges across seven risk bands, from 1 (very low risk) to 7 (very high risk).
Investment options with an exposure to the Australian shares asset class may include companies listed in Australia but are based overseas. In addition, up to 10% of this asset class may be invested in stocks listed on the New Zealand Stock Exchange.
Rest may vary the asset allocations (including the benchmark and ranges) of all or any of these options and introduce new options without prior notice. Before terminating an investment option, prior notice will be given to members who have any part of their account balance invested in that option.
We realise your investment needs may change over time, so you have the option to switch your investment choice at any time.
Our Investment Choice Solution tool can give you recommendations on which Rest investment option is right for you.