Listed Property Index investment option | Australian Retirement Trust

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Summary

As at 30 September 2024

9.39% p.a.

Returns over the last 10 years¹

7+ years

Suggested timeframe

0.08 p.a.%

Fees² + admin fees and costs

Who it suits

Suitable if you're an investor who:

wants a portfolio of global listed property with currency exposure hedged back to the Australian dollar
is willing to take higher risk for higher long-term returns and wants an option that's lower cost than an actively managed option
is prepared to accept that listed property investments are very likely to have negative returns over the short to medium term
is prepared to accept very high levels of volatility in returns from year to year.

Risk

Very low
Low
Low to medium
Medium
Medium to high
High
Very high

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).

Investment objective

Closely match the returns of the performance benchmark

Option size

Super assets:	$527.6 million
Pension assets:	$151.8 million

Listed Property Index performance

As at 30 September 2024¹

Our Listed Property Index option for Accumulation accounts recorded returns of 12.7% over the quarter and 39.6% over the year to September 2024.

Real estate investment trusts (REITs) benefited from lower inflation, reductions in official interest rates from the world’s major central banks, and lower bond yields. These factors improved the relative attractiveness of REIT yields.

	Accumulation accounts	Retirement Income accounts
10 years (p.a.)	9.39%	10.50%
7 years (p.a.)	8.60%	9.61%
5 years (p.a.)	6.42%	7.25%
3 years (p.a.)	7.68%	8.85%
1 year	39.55%	46.21%
3 months	12.72%	14.44%

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. We changed this option's investment strategy on 1 July 2024, so when you look at its performance, bear this in mind.

Listed Property Index asset allocation

	Strategic asset allocation³
Australian shares	0%
International shares	0%
Fixed Income	0%
Unlisted Assets and Alternatives	0%
Cash	0%
Listed global property	100%
Total	100%

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Footnotes

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 in the Summary table above are for Accumulation accounts. To show the performance of the Accumulation and Retirement Income accounts, we've used Sunsuper for life Australian Property Index option returns up to 28 February 2022, then Super Savings Australian Property Index option returns after that date.
Fees refers to investment fees and costs and transaction costs.
From 1 July 2024. For more information on these asset classes, strategic asset allocations, and allowable ranges, read the PDS that applies to you.

Main region

Listed Property Index