Investment returns as at 30 June 20241
| Investment option | 10 yr p.a. | 7 yr p.a. | 5 yr p.a. | 3 yr p.a. | 1 yr | Unit price history |
|---|---|---|---|---|---|---|
| Accumulation and TTR* | ||||||
| Shares | 9.4% | 9.9% | 9.3% | 6.9% | 15.6% | Download |
| Australian Shares | 8.3% | 8.8% | 7.6% | 6.9% | 12.6% | Download |
| Emerging Market Shares | 5.6% | 6.0% | 5.1% | 0.3% | 13.4% | Download |
| Property | 6.4% | 5.5% | 4.5% | 2.7% | 0.3% | Download |
| Diversified Bonds | 1.8% | 1.1% | -0.1% | -1.7% | 3.0% | Download |
| Income | ||||||
| Shares | 10.1% | 10.6% | 9.9% | 7.4% | 17.0% | Download |
| Australian Shares | 9.2% | 9.7% | 8.4% | 7.5% | 13.9% | Download |
| Emerging Market Shares | 6.0% | 6.5% | 5.4% | 0.3% | 14.7% | Download |
| Property |
7.0% | 6.1% | 4.9% | 2.8% | 0.3% | Download |
| Diversified Bonds | 2.0% | 1.2% | -0.2% | -2.1% | 3.6% | Download |
* TTR stands for Transition to Retirement Income account.
1. Past performance is not a reliable indicator of future performance. Investment returns are net of investment fees and costs and taxes (where applicable). Investment tax doesn't generally apply to Income accounts. The investment options commenced on 28 February 2022 and adopted the investment strategy of the pre-merger Sunsuper investment options. To show the investment performance for these investment options, we have used the returns for the respective Sunsuper investment options up to 28 February 2022, then the respective Super Savings option returns after that date.
