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: 6 or more. The risk is based on the standard risk measure (SRM).
Closely match the returns of the performance benchmark |
Super assets: | $369.7 million |
Pension assets: | $103.4 million |
As at 31 March 20241
The Listed Property Index portfolio for Accumulation accounts recorded returns of 14.0% over the quarter and 30.3% over the year to March 2024, relative to the broader Australian share market index which returned 5.4% over the quarter and 14.3% over the year.
The rebound in AREIT valuations continued their strong momentum during the quarter across all sectors. Industrial REITs were the top performers year to date. The sector recorded strong rental growth, low vacancies and increased demand which help drive up valuations. Office continued to underperform other sectors as the adoption of hybrid working conditions is putting downward pressure on occupancy rates and landlord pricing power.
Accumulation accounts | Retirement Income accounts | |
---|---|---|
10 years (p.a.) | 9.63% | 10.74% |
7 years (p.a.) | 7.38% | 8.23% |
5 years (p.a.) | 5.97% | 6.70% |
3 years (p.a.) | 9.93% | 11.44% |
1 year | 30.29% | 35.38% |
3 months | 14.04% | 16.14% |
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 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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