Investment update March 2019 quarter
With Brendan Casey, Rest’s General Manager, Investments

Rest’s Core Strategy ended the first quarter of the year on a strong note, with gains of +5.34% and +5.07% for the respective three and twelve months ending 31 March 2019.

A sharp rebound in overseas and Australian shares were a key driver of these impressive returns, while steady returns from our bonds, unlisted property and infrastructure holdings, provided additional diversification benefits.

Over the long term, Core Strategy’s performance has also remained solid, returning +9.12% per annum over the 10 years to end March. This is well above its investment objective of CPI + 3% per year over the longer term, meaning members' retirement savings have been growing faster than the cost of living increases.


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Rest performance results to 31 March 2019*

Superannuation - Core Strategy option
3 month (%) 1 Year (%) 10 Year (%pa)
5.34 5.07 9.12
Balanced option (REST Pension)*
3 month (%) 1 Year (%) 10 Year (%pa)
4.99 4.32 8.63

Rest super performance results to 31 March 2019*

Rest pension performance results to 31 March 2019*

This material is current as at March 2019 but may be subject to change. This information doesn’t take into account your circumstances. So, before acting on it, you should consider whether it is appropriate for you. Before making a decision about your super, please read the relevant Product Disclosure Statement at rest.com.au/pds or call 1300 300 778. Rest has no relationships that might influence our advice to you. Rest does not pay or receive commissions. This information is provided by the issuer, Retail Employees Superannuation Pty Ltd ABN 39 001 987 739, AFSL 240003 as trustee of Rest (Retail Employees Superannuation Trust ABN 62 653 671 394).

 

* Returns are net of investment fees and tax, except Pension which is untaxed. Three month returns are not annualised returns. Returns for the ten year period are annualised returns. Past performance is not an indicator of future performance. For more investment information including the latest investment returns visit rest.com.au/investment.

 

This website is provided by Retail Employees Superannuation Pty Limited ABN 39 001 987 739, AFSL 24 0003 (Rest), trustee of Retail Employees Superannuation Trust ABN 62 653 671 394 (Fund), of which Rest Super, Rest Corporate, Rest Pension and Acumen are part. It contains general advice that has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, consider its appropriateness and the relevant Product Disclosure Statement (PDS), which is available on this website. The cost of providing financial services is included in the fees in the Fund as disclosed in the relevant PDS. Rest and the Fund do not charge any additional fees or obtain any commissions for the advice provided. Rest’s employees are paid a salary and do not receive any commissions. They may receive a performance related bonus that takes into account the financial services provided. Super Investment Management Pty Limited (ABN 86 079 706 657, AFSL 240004), a wholly owned subsidiary company of Rest, manages some of the fund’s investments. Apart from this, Rest does not have any relationships or associations with any related body corporate or product issuer that might reasonably be expected to be capable of influencing Rest in providing financial services.

Rest personal advice is provided by Rest Advisers as authorised representatives of Link Advice Pty Ltd ABN 36 105 811 836 AFSL 258145

Awards and ratings are only one factor to consider when deciding how to invest your super. Further information regarding these awards can be found at rest.com.au/about-rest/awards. Past performance is not an indicator of future performance. SuperRatings Pty Limited does not issue, sell, guarantee or underwrite this product. Go to superratings.com.au for details of its ratings criteria. For further information about the methodology used by Chant West, see www.chantwest.com.au