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: 4 to less than 6. The risk is based on the standard risk measure (SRM).
| Accumulation and TTR Income accounts: | CPI + 3.0% p.a. |
| Retirement Income accounts: | CPI + 3.5% p.a. |
| Super assets: | $1.6 billion |
| Pension assets: | $755.8 million |
As at 30 September 20241
Our Balanced – Index option produced returns of 4.9% in the September quarter and 18.8% for the year to September 2024. The 10-year return of 7.7% p.a. is well above the option’s return objective of CPI+3.0% p.a.
Lower inflation, moves by the world’s central banks to reduce official interest rates, and the expectations of a ‘soft landing’ for the global economy, all provided a positive environment for financial markets, despite ongoing geopolitical concerns.
Global share markets in aggregate produced positive returns over the September quarter and very strong returns over the year to September 2024. After disappointing returns in recent years, both Australian and global bonds delivered solid returns over the quarter and the year to September.
| Accumulation accounts | Retirement Income accounts4 | |
|---|---|---|
| 10 years (p.a.) | 7.68% | 8.49% |
| 7 years (p.a.) | 7.79% | 8.52% |
| 5 years (p.a.) | 7.12% | 7.70% |
| 3 years (p.a.) | 5.83% | 6.23% |
| 1 year | 18.85% | 20.32% |
| 3 months | 4.88% | 5.23% |
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 allocation5 | |
|---|---|
|
Australian shares
|
33.75% |
|
International shares
|
41.25% |
|
Fixed income
|
25.0% |
|
Unlisted Assets and Alternatives
|
0.0% |
|
Cash
|
0.0% |
| Total | 100% |
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