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: | $1.3 billion |
Pension assets: | $530.5 million |
As at 31 March 20241
Australian Retirement Trust's Balanced Index option for Accumulation accounts produced returns of 6.1% in the March quarter and 14.5% for the year to March 2024. The 10-year return of 7.6% p.a. is well above the option’s return objective of CPI plus 3.0% p.a.
World share markets performed strongly over the first quarter of 2024, supported by increased confidence in prospects for the global economy. Australian shares underperformed the major developed markets while nevertheless producing strong returns.
A fall in the Australian dollar against a range of developed and emerging market currencies added to the returns of unhedged international shares over the quarter and over the year to March 2024.
Australian fixed income returns were positive over the quarter despite a small rise in government bond yields. However, global fixed income returns were negative as yields rose substantially in the world’s major bond markets.
Accumulation accounts | Retirement Income accounts4 | |
---|---|---|
10 years (p.a.) | 7.65% | 8.46% |
7 years (p.a.) | 7.28% | 8.02% |
5 years (p.a.) | 7.53% | 8.19% |
3 years (p.a.) | 6.52% | 6.89% |
1 year | 14.51% | 15.64% |
3 months | 6.13% | 6.59% |
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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