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:
You could expect this option to have a negative annual return 6 or more times in any 20 years. The risk is based on the standard risk measure (SRM).
Closely match the returns of the performance benchmark while maintaining a lower weighted carbon intensity.
Super assets: | $2.1 billion |
Pension assets: | $322.4 million |
As at 31 March 20241
Australian Retirement Trust’s International Shares Unhedged Index portfolio, for Accumulation accounts generated returns of 11.9% for the quarter and 24.8% for the year to 31 March 2024.
The Australian dollar weakened against foreign currencies over the quarter, resulting in the outperformance of the International Shares Unhedged Index option compared to the International Shares Hedged Index option.
Accumulation accounts | Retirement Income accounts | |
---|---|---|
10 years (p.a.) | 12.39% | 13.36% |
7 years (p.a.) | 12.31% | 13.34% |
5 years (p.a.) | 12.43% | 13.53% |
3 years (p.a.) | 12.40% | 13.44% |
1 year | 24.80% | 27.10% |
3 months | 11.86% | 12.91% |
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 TTR income accounts. Tax generally doesn't apply to investment earnings in Retirement Income accounts.
Asset allocation3 | |
---|---|
Australian shares
|
0% |
International shares
|
100% |
Fixed Income
|
0% |
Unlisted Assets and Alternatives
|
0% |
Cash
|
0% |
Total | 100% |
Learn more about our wide range of investment options so you can choose what's right for you.
Compare todayYou can check and change your investment options anytime in Member Online.
Log in nowWe give regular updates on the economy and market, along with how your investments are performing.
Find out moreWe’re available to speak by phone or live chat between 8:00am–7:30pm AEST/AEDT Monday to Friday.
Contact us todayWe're one of the largest super funds in Australia. Join today and enjoy the benefits as we grow even more.
Join today