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Learn more about our wide range of investment options so you can choose what's right for you.

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Join Australian Retirement Trust today - it only takes a few minutes.

We're one of the largest super funds in Australia. Join today and enjoy the benefits as we grow even more.

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*TTR stands for Transition to Retirement Income account.

For the Balanced Risk-Adjusted option for periods up to 30 June 2024, investment returns for this option are after administration fees and costs, investment fees and costs, transaction costs and where applicable, investment taxes. From 1 July 2024 investment performance is after investment fees and costs, transaction costs and where applicable, investment taxes, but before administration fees and costs. Balanced Risk-Adjusted returns are calculated based on the valuation date unit price.

NOTE:
  • These graphs are based on an initial investment of $10,000 at the date the investment option started or other date selected, with no withdrawals or contributions.
  • Past performance is not a reliable indicator of future performance. Returns may vary considerably over time.
  • Each of our options has a different objective, risk profile and asset allocation. Get more detailed information about our investment options.
  • Changes to inflation, fees, asset allocations, option objectives and risk also affect the returns of any investment option.
  • The current risk profile and asset allocation of investment options might be different from their historical risk profile and asset allocation.
  • The graph shown above is based on unit prices.

This graph is provided for general information purposes only and it's not a substitute for financial advice, so you shouldn't rely on it when making a decision about a financial product. Before making a decision, you should think about getting advice from a professional financial adviser. We include several advice options in your membership.

Important information

Until 1 July 2017, Transition to Retirement Income (TTR) account investment returns were not taxed. On 1 July 2017, TTR account investment returns became subject to tax at up to 15%, which is the same tax rate that applies to Accumulation accounts. As a result, TTR account investment options have used the same unit prices as Accumulation account options since 1 July 2017.

The historical investment performance for Accumulation & TTR account investment options shown on this page is calculated using the Accumulation account unit prices which are after investment tax up to 15%, even though that tax didn't apply to TTR accounts until 1 July 2017.