Australian Shares Index

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Summary

As at 31 March 2024

8.60% p.a.

Returns over the last 10 years¹

7+ years

Suggested timeframe

0.09% p.a.

Fees² + admin fees and costs

Who it suits

Suitable if you're an investor who:

wants a portfolio of listed Australian shares
is willing to take higher risk for higher long-term returns and wants an option that's lower cost than an actively managed option
is prepared to accept that shares are very likely to have negative returns over the short to medium term
is prepared to accept very high levels of volatility in returns from year to year.

Risk

Very low
Low
Low to medium
Medium
Medium to high
High
Very high

Expected number of years of negative annual returns in any 20 years: 6 or more. The risk is based on the standard risk measure (SRM).

Investment objective

Closely match the returns of the performance benchmark (MSCI Australia 300 Index) while maintaining a lower weighted carbon intensity.

Option size

Super assets:	$1.9 billion
Pension assets:	$493.7 million

Australian Shares Index performance

As at 31 March 2024¹

Australian Retirement Trust ’s Australian Shares Index portfolio, for Accumulation accounts and Australian Retirement Trust Corporate, produced returns of 5.4% over the quarter and 14.3% for the year ended 31 March 2024.

While the Materials sector produced negative returns, all other major industry sectors produced positive returns, with IT, Consumer discretionary and Financials shares the best performing.

	Accumulation accounts	Retirement Income accounts
10 years (p.a.)	8.60%	9.76%
7 years (p.a.)	8.95%	10.04%
5 years (p.a.)	9.44%	10.52%
3 years (p.a.)	10.02%	11.07%
1 year	14.31%	15.78%
3 months	5.37%	5.90%

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.

Australian Shares Index asset allocation

	Strategic asset allocation³
Australian shares	100%
International shares	0%
Fixed Income	0%
Unlisted Assets and Alternatives	0%
Cash	0%
Total	100%

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Footnotes

Past performance isn't a reliable indicator of future performance. Returns shown in the Summary table above are for Accumulation accounts. To show the performance of the Accumulation and Retirement Income accounts, we've used Sunsuper for life Australian Shares Index option returns up to 28 February 2022, then Super Savings Australian Shares Index option returns after that date.
Fees refers to investment fees and costs and transaction costs.
From 1 July 2024. For more information on these asset classes, strategic asset allocations, and allowable ranges, read the PDS that applies to you.

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