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: | $551.8 million |
| Pension assets: | $220.8 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 September 20241
Our Unlisted Assets option for Accumulation accounts produced a return of 1.7% for the quarter and 6.5% over the year to September 2024.
This portfolio invests in private debt and equity, infrastructure, cash, and (from 1 July) in property. While private equity was the best performer over the September quarter, all 5 asset classes delivered positive returns.
Over the year, infrastructure posted the strongest returns. Private debt and equity returns were positive, while property returns were adversely impacted by challenges in commercial real estate.
| Accumulation accounts | Retirement Income accounts4 | |
|---|---|---|
| 10 years (p.a.) | nil | nil |
| 7 years (p.a.) | nil | nil |
| 5 years (p.a.) | 7.98% | 8.71% |
| 3 years (p.a.) | 7.22% | 7.95% |
| 1 year | 6.48% | 7.06% |
| 3 months | 1.69% | 1.84% |
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% |
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