Returns over the last 5 years1
Suggested timeframe
Fees2 + admin fees and costs
Suitable if you're an investor who:
Expected number of years of negative annual returns over any 20-year period: 3 to less than 4. The risk is based on the standard risk measure (SRM).
| Accumulation and TTR Income accounts: | CPI + 4.5% p.a. |
| Retirement Income accounts: | CPI + 5.0% p.a. |
| Super assets: | $354.3 million |
| Pension assets: | $174.6 million |
Important: In some unfavourable market conditions, we reserve the right to restrict investment option changes and benefit payments. This option isn't suitable if you're not prepared to tolerate this risk.
As at 30 June 20241
Our Unlisted Assets option produced a return of 3.0% for the quarter and 6.4% over the year to June 2024.
The portfolio invests in private equity, infrastructure as well as private debt. While infrastructure was the best performer over the June quarter and the year to June, all 3 asset classes delivered positive returns over both time periods.
| Accumulation accounts | Retirement Income accounts4 | |
|---|---|---|
| 10 years (p.a.) | n/a | n/a |
| 7 years (p.a.) | n/a | n/a |
| 5 years (p.a.) | 8.04% | 8.78% |
| 3 years (p.a.) | 8.08% | 8.82% |
| 1 year | 6.40% | 6.96% |
| 3 months | 3.02% | 3.28% |
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.
| Asset allocations4 | |
|---|---|
|
Unlisted assets and alternatives
|
100.0% |
| Total | 100% |
As at 30 June 2024
We're maintaining a cautious and disciplined approach to making new investments across all 3 components of the portfolio.
Our infrastructure and private equity teams have added to our investments in data centres. We've committed to a substantial investment in EdgeCore Digital Infrastructure, a US based developer and operator of data centres.
The team also completed a new investment in AuditBoard alongside Hg Capital, a pre-eminent enterprise software investor. AuditBoard is a leading software platform in audit, risk, compliance, and ESG management.
Our private equity team also committed to several new private equity funds, diversifying our exposure to the US private equity market by focusing on investments in smaller to medium sized healthcare, industrial and technology-enabled services companies.
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