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Investment Performance

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Returns as at

Core Strategy

Investment Returns
as at 31/08/2014
FYTD Return
as at 31/08/2014
Growth of $1000
Investment Option 10 yr
% pa
7 yr
% pa
5 yr
% pa
3 yr
% pa
1 yr
%
3 mth
%
View Compare
Core Strategy 8.06% 5.80% 9.47% 12.68% 11.40% 1.51% 1.74%

Structured Options

Investment Returns
as at 31/08/2014
FYTD Return
as at 31/08/2014
Growth of $1000
Investment Option 10 yr
% pa
7 yr
% pa
5 yr
% pa
3 yr
% pa
1 yr
%
3 mth
%
View Compare
Cash Plus 4.20% 3.73% 3.96% 3.49% 2.98% 0.58% 0.50%
Balanced 7.16% 5.32% 8.21% 10.39% 8.96% 1.29% 1.52%
Capital Stable 6.38% 5.35% 7.27% 8.22% 7.35% 1.22% 1.26%
Diversified 8.14% 5.32% 9.33% 13.09% 11.08% 1.40% 1.83%
High Growth 8.58% 5.22% 9.97% 14.78% 12.41% 1.45% 2.00%

Member Tailored Options

Investment Returns
as at 31/08/2014
FYTD Return
as at 31/08/2014
Growth of $1000
Investment Option 10 yr
% pa
7 yr
% pa
5 yr
% pa
3 yr
% pa
1 yr
%
3 mth
%
View Compare
Basic Cash N/A N/A 3.20% 2.79% 2.22% 0.54% 0.34%
Cash 4.17% 3.65% 3.69% 3.12% 2.55% 0.59% 0.36%
Bond 6.36% 7.09% 7.75% 6.91% 6.90% 1.75% 1.43%
Shares 8.99% 4.61% 10.36% 17.97% 14.63% 1.35% 2.30%
Property 6.43% 3.72% 6.08% 8.56% 8.75% 2.71% 2.16%
Australian Shares 10.93% 5.69% 10.65% 15.86% 15.33% 2.64% 4.63%
Overseas Shares 6.10% 2.98% 9.55% 19.46% 13.99% 0.44% 0.74%
 
Returns as at

Core Strategy

Investment Returns
as at 31/08/2014
FYTD Return
as at 31/08/2014
Growth of $1000
Investment Option 10 yr
% pa
7 yr
% pa
5 yr
% pa
3 yr
% pa
1 yr
%
3 mth
%
View Compare
Core Strategy 8.06% 5.80% 9.47% 12.68% 11.40% 1.51% 1.74%

Structured Options

Investment Returns
as at 31/08/2014
FYTD Return
as at 31/08/2014
Growth of $1000
Investment Option 10 yr
% pa
7 yr
% pa
5 yr
% pa
3 yr
% pa
1 yr
%
3 mth
%
View Compare
Cash Plus 4.20% 3.73% 3.96% 3.49% 2.98% 0.58% 0.50%
Balanced 7.16% 5.32% 8.21% 10.39% 8.96% 1.29% 1.52%
Capital Stable 6.38% 5.35% 7.27% 8.22% 7.35% 1.22% 1.26%
Diversified 8.14% 5.32% 9.33% 13.09% 11.08% 1.40% 1.83%
High Growth 8.58% 5.22% 9.97% 14.78% 12.41% 1.45% 2.00%

Member Tailored Options

Investment Returns
as at 31/08/2014
FYTD Return
as at 31/08/2014
Growth of $1000
Investment Option 10 yr
% pa
7 yr
% pa
5 yr
% pa
3 yr
% pa
1 yr
%
3 mth
%
View Compare
Basic Cash N/A N/A 3.20% 2.79% 2.22% 0.54% 0.34%
Cash 4.17% 3.65% 3.69% 3.12% 2.55% 0.59% 0.36%
Bond 6.36% 7.09% 7.75% 6.91% 6.90% 1.75% 1.43%
Shares 8.99% 4.61% 10.36% 17.97% 14.63% 1.35% 2.30%
Property 6.43% 3.72% 6.08% 8.56% 8.75% 2.71% 2.16%
Australian Shares 10.93% 5.69% 10.65% 15.86% 15.33% 2.64% 4.63%
Overseas Shares 6.10% 2.98% 9.55% 19.46% 13.99% 0.44% 0.74%
 
Returns as at

Core Strategy

Investment Returns
as at 31/08/2014
FYTD Return
as at 31/08/2014
Growth of $1000
Investment Option 10 yr
% pa
7 yr
% pa
5 yr
% pa
3 yr
% pa
1 yr
%
3 mth
%
View Compare
Core Strategy N/A 6.47% 10.59% 14.12% 12.29% 1.64% 1.87%

Structured Options

Investment Returns
as at 31/08/2014
FYTD Return
as at 31/08/2014
Growth of $1000
Investment Option 10 yr
% pa
7 yr
% pa
5 yr
% pa
3 yr
% pa
1 yr
%
3 mth
%
View Compare
Cash Plus 4.93% 4.44% 4.67% 4.10% 3.44% 0.68% 0.58%
Balanced 8.12% 6.11% 9.30% 11.70% 9.87% 1.43% 1.67%
Capital Stable 7.36% 6.25% 8.37% 9.35% 8.13% 1.37% 1.41%
Diversified 9.14% 6.03% 10.49% 14.72% 12.11% 1.53% 2.00%
High Growth 9.54% 5.81% 11.05% 16.44% 13.33% 1.61% 2.22%

Member Tailored Options

Investment Returns
as at 31/08/2014
FYTD Return
as at 31/08/2014
Growth of $1000
Investment Option 10 yr
% pa
7 yr
% pa
5 yr
% pa
3 yr
% pa
1 yr
%
3 mth
%
View Compare
Basic Cash N/A N/A 3.81% 3.30% 2.58% 0.64% 0.40%
Cash 4.92% 4.38% 4.42% 3.77% 3.06% 0.76% 0.50%
Bond 7.46% 8.32% 9.07% 8.06% 8.10% 2.07% 1.70%
Shares 9.85% 4.95% 11.26% 19.85% 15.64% 1.38% 2.38%
Property 7.17% 4.28% 6.97% 9.81% 9.83% 3.05% 2.41%
Australian Shares 12.19% 6.42% 11.93% 17.88% 16.81% 2.89% 5.04%
Overseas Shares 6.71% 3.19% 10.55% 22.00% 15.65% 0.46% 0.79%
 

Notes
 

For REST and Acumen the Core Strategy earning rates for the years ended 30 June 2008 to 30 June 2011 differed from the crediting rate due to adjustments to the reserves. For the year ended 30 June 2007, the crediting rate was the earning rate.  For years ended 30 June 2006 and earlier, the Core Strategy earning rates differed from the crediting rates as adjustments were made to reserves.

 

For Pension, the earning rates for the years ended 30 June 2008 to 30 June 2010 differed from the crediting rates due to adjustments to the reserves. For the year ended 30 June 2011, the crediting rate was the earning rate.

 

From 1 January 2013 all options are based on unit prices. Prior to that Core Strategy was based on a crediting rate and all other options were based on unit prices. All returns are post investment management fees and tax except the Pension options which are untaxed. Returns for the three, five, seven and ten year periods are based on compound averages.  Past performance is not an indication of future performance.

The inception dates of investment options do not necessarily reflect the date they are available to all members. This means that the chart may display performance data for the option prior to its availability to some members. The commencement date for each investment option and product is listed below:

Inception dates for each investment option

Option REST Acumen REST Pension
Core Strategy 01-07-88 01-03-02 15-10-06
Cash Plus 01-10-98 01-03-02 31-10-02
Capital Stable 01-10-98 01-03-02 13-09-02
Balanced 01-10-98 01-03-02 13-09-02
Diversified 01-10-98 01-03-02 13-09-02
High Growth 01-10-98 01-03-02 11-07-03
Basic Cash 01-07-09 01-10-09 01-06-09
Cash 01-10-98 01-03-02 30-09-02
Bond 01-10-98 01-03-02 30-09-02
Shares 01-10-98 01-03-02 30-09-02
Property 01-03-02 01-03-02 04-10-02
Australian Shares 01-03-02 01-03-02 24-01-03
Overseas Shares 01-03-02 01-03-02 18-07-03


Note: All investment options have been available to Acumen members since 1 March 2002 except for Basic Cash. Basic Cash option was introduced by REST on 1 June 2009 and made available to REST Industry members from 1 July 2009 and made available to Acumen members from 1 October 2009.

N/A applies to options running less than the indicated time periods.

When you switch or withdraw your benefits, the buy or sell price that is normally used is the latest buy or sell price that has been loaded onto the administration system at the time that your transaction is processed. If there is a discrepancy between the returns or sell prices on this website and what is on REST's administration system, the returns or sell prices on the administration system will apply.

Past performance is not an indication of future performance.