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: | $340.1 million |
| Pension assets: | $161.4 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 31 March 20241
Australian Retirement Trust’s Unlisted Assets option for Accumulation accounts produced a return of 1.2% for the quarter and 5.6% over the year to March 2024.
The option has delivered solid returns despite challenging conditions in financial markets. The portfolio invests in private equity, infrastructure as well as private debt. While infrastructure was the best performer, all three asset classes delivered positive returns over both the quarter and the year to March 2024.
| 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.) | 8.21% | 8.97% |
| 3 years (p.a.) | 8.99% | 9.89% |
| 1 year | 5.64% | 6.12% |
| 3 months | 1.21% | 1.32% |
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.
| Asset allocations4 | |
|---|---|
|
Unlisted assets and alternatives
|
100.0% |
| Total | 100% |
As at 31 March 2024
We are maintaining a cautious and disciplined approach to making new investments across all 3 components of the portfolio.
During the quarter, our infrastructure team made an additional investment in Puget Sound Energy, an energy utility in Washington State to enable an additional investment in renewable energy capacity. And the team added to ART’s investment in FiberLight, a US fibre network infrastructure provider.
Our private equity team committed to investments in EngageSmart, a US based provider of customer engagement software to healthcare practices and integrated payment solutions to governments, utilities and financial services companies; and to BigTop, a US based designer and manufacturer of fabric structures for commercial, industrial, military and recreational uses.
In our private debt portfolios we extended credit to Crown Labs, a US manufacturer and distributor of topical skin care products.
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