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Retail Employees Superannuation Trust

Rest Allocated Pension

Core Strategy

Awards

Winner of SuperRatings Platinum 2021 Pension, 10 Yr Platinum Performance 2011-2021

Past 5-year return
9.39

% p.a

Admin fee

$78

Calc fees on 50k

$438

SuperRatings awards
SuperRatings Platinum 2021 Pension10 Yr Platinum Performance 2011-2021
Past 5-year return
9.39

% p.a

Admin fee

$78

Calc fees on 50k

$438

SuperRatings awards
SuperRatings Platinum 2021 Pension10 Yr Platinum Performance 2011-2021

Quick pension fund review

For Rest Allocated Pension

These are the benefits of this pension fund.

  • Low fees including no commissions paid to advisers, planners or accountants.
  • Access to non-commission based financial advice with members first call free.
  • Support available including CSM support, regular national seminars and factsheets.
  • Online facility with option of online statements, newsletters, product details and educational information.
  • Member online access to update personal details and carry out transactions.

Rest Super was established in 1987 to provide for the retirement needs of members employed within the retail industry. The fund is a public offer fund and allows members from all industries to apply for membership. Rest Allocated Pension was established in 2002, with a minimum initial investment of $10,000 required to commence membership.Rest Allocated Pension offers an investment menu of 6 diversified options and 9 single sector options. The Core Strategy outperformed the relevant SuperRatings Index over the 1- and 10-year periods to 30 June 2020; however, underperformed across other assessed time periods.Fees are lower than the industry average across all account balances assessed. There is no switching fee, although a buy-sell spread may apply.The fund offers a good level of pension flexibility, with members able to select from fortnightly through to yearly payment frequencies. Members can also select from reversionary pension and non-binding lump sum death benefits.The fund offers a range of discounts through various providers, as well as a mobile app which provides essential details for easy transfer between employers. Members may also contact the virtual agent, "Roger", to have their account related queries answered at a time that is convenient to them.

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Pension fund overview

For Rest Allocated Pension

    Embed

    Fund fees vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Fund past-5-year return vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Investment allocation
    INTERNATIONAL SHARES
    AUSTRALIAN SHARES
    PROPERTY
    ALTERNATIVES
    FIXED INTEREST
    CASH
    OTHER
    Investment option performance
    BALANCED
    CONSERVATIVE BALANCE
    DIVERSIFIED FIXED INTEREST
    GROWTH
    AUSTRALIAN SHARES
    INTERNATIONAL SHARES
    CAPITAL STABLE
    PROPERTY
    CASH
    + View additional option performance information