See how TWUSUPER’s investment options have recently performed.

Current interim returns (1 July 2017 to 22 May 2018)

The table below shows the interim investment returns for the financial year to date from 1 July 2017 to 22 May 2018 for each investment option covering Super, Transition to Retirement (TTR) and Account Based Pensions (Pension Account).

Returns are net of fees, costs and (where relevant) estimated tax.

*Financial year to date

• Declared returns for the 2016/17 financial year

  The table below shows the declared investment returns for the year to 30 June 2017 for each investment option covering Super, Transition to Retirement (TTR) and Account Based Pensions (Pension Account).

  In a year where investment markets have regularly swung up and down (often called volatility), these are outstanding investment returns.

  Returns are net of fees, costs and (where relevant) estimated tax.

  Account type	Investment option	%
  Super	Balanced (MySuper)	11.54
  	Equity Plus	13.65
  	Cash Plus	1.73
  Transition to Retirement (TTR)	Balanced	13.08
  	Equity Plus	15.34
  	Cash Plus	2.07
  Account Based Pension (Pension Account)	Balanced	13.08
  	Equity Plus	15.34
  	Cash Plus	2.07

• What are investment returns?

  When we talk about ‘investment returns’, we’re actually referring to ‘crediting rates’. The crediting rate equals the investment earnings of each investment option less estimated tax, investment management costs and other costs. Crediting rates can be either positive or negative as they depend on investment performance. We use the term ‘investment returns’ as it is more commonly understood than crediting rates.