Investment Managers
Current investment managers
How we invest
How we manage different investments
The role of investment managers
How we monitor performance
At 30 June 2011, the assets of the Fund were invested with the following investment managers:
Australian Shares
Balanced Equity Management Pty Ltd
Cooper Investors Pty Ltd
Goldman Sachs
Greencape Capital Pty Limited
Orion Asset Management
Paradice Investment Management Pty Ltd
Renaissance Smaller Companies
Overseas Shares
Acadian Asset Management
AQR Capital Management
Ballie Gifford Oversea Ltd
Brandes Investment Partners & Co.
Colonial First State
Cooper Investors Pty Ltd
MFS International (UK)
Paradice Investment Management Pty Ltd
Pzena Investment Management
Super Investment Management Pty Ltd*
T Rowe Price International Ltd
Wellington International Management
Absolute Return
GMO Australia
Fauchier Partners
Equity Strategies
Holowesko Global Fund
Apostle Aurora Hedged Equity Offshore Fund
Infrastructure
AMP Capital Investors
Super Investment Management Pty Ltd*
Agricultural
Warakirri Asset Management
Growth Opportunities
Babson Capital
Bentham Asset Management
Putnam Investments
Stone Tower
Super Investment Management Pty Ltd*
Property
Charter Hall Group
GPT Funds Management
QIC
Super Investment Management*
Bonds
Brandywine
Franklin Templeton
Super Investment Management Pty Ltd*
UBS Global Asset Management
Cash
Colonial First State
Super Investment Management Pty Ltd*
Basic Cash
Super Investment Management Pty Ltd*
Investing with REST
REST invests widely in many different investment markets using a range of investment strategies. Many of REST's investment options have allocations to a diversified mix of investments which helps to minimise the impact of a particular type of investment which performs poorly.
Different investment markets and strategies require different expertise, so we appoint professional investment managers who specialise in particular areas.
We set target returns for each class of investment. It is the role of the investment manager to meet or exceed these returns whilst working within the risk guidelines we set.
We appoint/engage a professional investment consultant, JANA, to monitor the performance and capability of all of our investment managers.
*Super Investment Management Pty Limited ABN 86 079 706 657 (Australian Financial Services Licence 240004) is a wholly owned company of REST. Super Investment Management Pty Limited, like other investment managers of REST, receives a fee for its investment management services. REST deals with Super Investment Management Pty Limited on an arms-length basis.
Past performance is not an indication of future performance.