As at 31 March 2024
Returns over the last 10 years1
Suggested timeframe
Fees2 + admin fees and costs
Suitable if you're an investor who:
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).
Closely match the returns of the performance benchmark (MSCI Australia 300 Index) while maintaining a lower weighted carbon intensity.
Super assets: | $1.9 billion |
Pension assets: | $493.7 million |
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.
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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