As at 31 December 2024
Over 3 months. Option established on 1 July 2024.
Suggested timeframe
Fees1 + admin fees and costs
Suitable if you're an investor who:
Expected number of years of negative annual returns in any 20 years: 4 to less than 6. The risk is based on the standard risk measure (SRM).
| Accumulation and TTR Income accounts: | CPI + 3.5% p.a. |
| Retirement Income accounts: | CPI + 4.0% p.a. |
| Super assets: | $417.1 million |
| Pension assets: | $60.4 million |
As at 31 December 20241
After its inception on 1 July 2024, our High Growth – Index option for Accumulation accounts produced returns of 2.19% for the December quarter.
The performance of global share markets was mixed over the December quarter, with strong gains in US and Japanese shares offsetting negative returns in Australia, Europe, and the UK. A weaker Australian dollar against a range of developed market currencies boosted the returns from unhedged international shares.
Both global and Australian fixed income returns were negative for the quarter. In the wake of the US election result, the prospect of US tax cuts, even wider budget deficits, and the likely inflationary impact of broad-based trade tariffs drove bond prices lower.
Our unlisted assets portfolios outperformed public markets over the December quarter and for this reason, the High Growth Index underperformed the High Growth Option given it only has exposure to listed markets.
| Accumulation accounts | Retirement Income accounts4 | |
|---|---|---|
| 10 years (p.a.) | - | - |
| 7 years (p.a.) | - | - |
| 5 years (p.a.) | - | - |
| 3 years (p.a.) | - | - |
| 1 year | - | - |
| 3 months | 2.19% | 2.51% |
Past performance isn't a reliable indicator of future performance. Returns shown are after investment fees and costs, transaction costs, and investment taxes (where relevant) but before all other fees and costs.
Returns shown here for our Accumulation account are also the returns that apply for Transition to Retirement Income accounts. Tax generally doesn't apply to investment earnings in Retirement Income accounts.
| Strategic asset allocation3 | |
|---|---|
|
Australian shares
|
41.0% |
|
International shares
|
49.0% |
|
Fixed income
|
10.0% |
|
Cash
|
0% |
| Total | 100% |
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