Our super fund performance

Super is a long-term investment and we’re proud that our average performance over the last five, ten and even 40 years show solid long-term success. 

Showing
As of 13/05/2021 Average % p.a. as of 30/06/2020
Unit price FYTD % * Since     ^ Inception 10 year 5 year 3 year 1 year
Pre-mixed
MySuper Balanced (Default) 2.10489 13.85 9.44 7.14 5.20 4.70 -0.91
High Growth 2.54594 17.48 8.18 N/A 6.54 6.23 0.20
Indexed Balanced 1.09017 9.02 N/A N/A N/A N/A N/A
Moderate 1.99793 10.20 6.24 N/A 5.09 4.98 1.35
Conservative 1.75267 7.52 5.10 N/A 4.07 3.97 1.48
Asset class
Australian Shares (Active) 2.35932 22.80 6.43 7.21 5.13 4.29 -6.01
International Shares (Active) 3.12148 21.37 6.37 11.17 7.79 10.10 7.64
Australian Shares (Indexed) 1.16552 16.55 N/A N/A N/A N/A N/A
International Shares (Indexed) 1.12525 12.52 N/A N/A N/A N/A N/A
Property 1.92935 19.63 2.56 7.80 4.06 1.86 -19.11
Cash 1.37587 0.71 3.45 2.48 1.74 1.71 1.28

Past performance is not a reliable indicator of future investment returns.

Targeted Return and Indexed Shares investment options closed on 8/10/2020. For returns and unit prices click here. For more information on these changes, please refer to the Significant Event Notice (SEN)

^Inception dates: MySuper Balanced 19/12/78, High Growth 1/9/10, Moderate and Conservative 1/9/10, Australian Shares (active), International Shares (active) and Property 22/7/05. Cash 1/7/00. Indexed Balanced,  Australian Shares (indexed) and International Shares (indexed) 08/10/20.

* FYTD %: Indexed Balanced, Australian Shares (indexed) and International Shares (indexed) commenced on 8/10/20. Therefore the Financial Year To Date % for these investments show returns from 8/10/20 to the current date and not from 1/07/20.

As of 13/05/2021 Average % p.a. as of 30/06/2020
Unit price FYTD % * Since     ^ Inception 10 year 5 year 3 year 1 year
Pre-mixed
Balanced 2.10489 13.85 5.11 8.02 5.53 4.70 -0.91
High Growth 2.54594 17.48 9.16 N/A 6.93 6.23 0.20
Indexed Balanced 1.09017 9.02 N/A N/A N/A N/A N/A
Moderate 1.99793 10.20 6.96 N/A 5.41 4.98 1.35
Conservative 1.75267 7.52 5.74 N/A 4.34 3.97 1.48
Asset class
Australian Shares (Active) 2.35932 22.80 4.96 8.11 5.49 4.29 -6.01
International Shares (Active) 3.12148 21.37 6.33 12.09 7.93 10.10 7.64
Australian Shares (Indexed) 1.16552 16.55 N/A N/A N/A N/A N/A
International Shares (Indexed) 1.12525 12.52 N/A N/A N/A N/A N/A
Property 1.92935 19.63 0.57 8.79 4.25 1.86 -19.11
Cash 1.37587 0.71 3.44 2.89 1.87 1.71 1.28

Past performance is not a reliable indicator of future investment returns.

Targeted Return and Indexed Shares investment options closed on 8/10/2020. For returns and unit prices click here. For more information on these changes, please refer to the Significant Event Notice (SEN)

Until 30/06/17, the TTR pension crediting rates mirror the retirement pension crediting rates. From 1/07/17 however, TTR pensions will receive the same crediting rates as super accounts due to tax changes.

^Inception dates: Balanced 15/5/07, High Growth, Moderate and Conservative 1/9/10, Australian Shares (active), International Shares (active), Property and Cash 15/5/07. Indexed Balanced,  Australian Shares (indexed) and International Shares (indexed) 08/10/20.

* FYTD %: Indexed Balanced, Australian Shares (indexed) and International Shares (indexed) commenced on 8/10/20. Therefore the Financial Year To Date % for these investments show returns from 8/10/20 to the current date and not from 1/07/20.

As of 13/05/2021 Average % p.a. as of 30/06/2020
Unit price FYTD % * Since     ^ Inception 10 year 5 year 3 year 1 year
Pre-mixed
Balanced 2.37427 15.55 5.24 8.20 5.87 5.27 -1.04
High Growth 2.88901 19.72 9.38 N/A 7.35 6.97 0.22
Indexed Balanced 1.10293 10.29 N/A N/A N/A N/A N/A
Moderate 2.20574 11.65 7.17 N/A 5.83 5.67 1.66
Conservative 1.91160 8.56 5.93 N/A 4.69 4.56 1.80
Asset class
Australian Shares (Active) 2.73829 25.31 5.13 8.34 5.93 5.01 -6.39
International Shares (Active) 3.52815 23.63 6.50 12.33 8.38 10.87 8.17
Australian Shares (Indexed) 1.17821 17.82 N/A N/A N/A N/A N/A
International Shares (indexed) 1.13449 13.45 N/A N/A N/A N/A N/A
Property 2.12350 22.00 0.65 8.90 4.46 2.20 -20.70
Cash 1.48029 0.83 3.51 2.99 2.06 2.02 1.51

Past performance is not a reliable indicator of future investment returns.

Targeted Return and Indexed Shares investment options closed on 8/10/2020. For returns and unit prices click here. For more information on these changes, please refer to the Significant Event Notice (SEN)

^Inception dates: Balanced 15/5/07, High Growth, Moderate and Conservative 1/9/10, Australian Shares (active), International Shares (active), Property and Cash 15/5/07, Australian Shares (indexed) and International Shares (indexed) 08/10/20. Indexed Balanced was opened for investment on 8/10/20 and the initial investment commenced on 4/11/20.

* FYTD %: Australian Shares (indexed) and International Shares (indexed) commenced on 8/10/20. Indexed Balanced commenced on 4/11/20. Therefore the Financial Year To Date % for these investments show returns from the commencement date to the current date and not from 1/07/20.

How investment returns are calculated using unit prices

We calculate investment returns using unit prices. For more information about unit prices you can read our fact sheet.

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