Returns over the last 10 years1
Suggested timeframe
Fees 2 + admin fees and costs
Suitable if you're an investor who:
Expected number of years of negative annual returns in any 20 years: 1 to less than 2. The risk is based on the standard risk measure (SRM).
| Accumulation and TTR Income accounts: | CPI + 1.5% p.a. |
| Retirement Income accounts: | CPI + 2.0% p.a. |
| Super assets: | $5.8 billion |
| Pension assets: | $5.9 billion |
As at 30 September 20241
Our Conservative option produced a 2.8% return for the September quarter and an 8.3% return over the year to September 2024. Longer term returns are above the option’s CPI+1.5% return objective, with the Conservative option posting returns of 4.9% p.a. over the 10 years to the end of September 2024.
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.
ART’s unlisted assets portfolios underperformed public markets over the September quarter and the year to September. However, superior asset selection is likely to have seen ART’s private assets portfolios outperform those of other funds.
In the SuperRatings survey for September 2024, the performance of the Conservative option was behind the median fund over the year, and above the median fund over 3, 5, 7, and 10 years to the end of September 2024.
| Accumulation accounts | Retirement Income accounts4 | |
|---|---|---|
| 10 years (p.a.) | 4.93% | 5.56% |
| 7 years (p.a.) | 4.63% | 5.23% |
| 5 years (p.a.) | 3.96% | 4.44% |
| 3 years (p.a.) | 3.65% | 4.17% |
| 1 year | 8.25% | 9.45% |
| 3 months | 2.77% | 3.16% |
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
|
9.0% |
|
International shares
|
8.5% |
|
Unlisted assets and alternatives
|
23.5% |
|
Fixed income
|
40.0% |
|
Cash
|
19.0% |
| Total | 100% |
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