Investment returns to date

The table below shows the investment returns for the High Growth*, Balanced (MySuper)** and Cash Plus investment options for the financial year to date.

Returns are net of fees, costs and (where relevant) estimated tax. This table is generally updated each Wednesday.

Account type Investment option  1 July 2021 to 18 May 2022
%
Super Cash Plus -0.24
Balanced (MySuper) -0.28
High Growth -0.91
Pre-Retirement Super Pensions
(TTR)
Cash Plus -0.24
Balanced -0.28
High Growth -0.91
Retirement Super Pensions
(Pension Account)
Cash Plus -0.24
Balanced -0.39
High Growth -1.23

Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a fund.

* The High Growth investment option was previously called Equity Plus, and was renamed on 27 September 2021 - no other changes were made to this investment option.

** When we talk about our Balanced (MySuper) option, we're also referring to the Balanced option for TransPension members, including Pre-Retirement Super Pensions (TTR) and Retirement Super Pensions (Pension Account). They're the same investment option (ie. the same profile and asset allocation), but we use a different name to differentiate between our accumulation and pension products and to comply with Government requirements.

The table below shows the investment returns for the Conservative and Moderate investment options starting from 27 September 2021 (when they were launched).

Returns are net of fees, costs and (where relevant) estimated tax. This table is generally updated each Wednesday.

Account type Investment option  27 September 2021 to 18 May 2022
%
Super Conservative -2.60
Moderate -2.46
Pre-Retirement Super Pensions
(TTR)
Conservative -2.60
Moderate -2.46
Retirement Super Pensions
(Pension Account)
Conservative -2.82
Moderate -2.75

Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a fund.

Final investment returns for the year to 30 June 2021

The table below shows the final investment returns for the year to 30 June 2021.

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

Account type Investment option  Year to 
30 June 2021
%
Super Cash Plus 0.37
Balanced (MySuper) 18.98
Equity Plus 25.72
Pre-retirement Super Pensions
(TTR)
Cash Plus 0.37
Balanced 18.98
Equity Plus 25.72
Retirement Super Pensions
(Pension Account)
Cash Plus 0.48
Balanced 20.90
Equity Plus 28.43

Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a fund.

Historical investment returns

Historical investment returns - over longer time periods - can be found here.