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Returns for the financial year to date

The table below shows investment returns 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 2022 to 10 August 2022
%
Super Cash Plus 0.15
Conservative 2.12
Moderate 2.69
Balanced (MySuper)* 3.38
High Growth 4.57
Pre-retirement Super Pensions
(TTR)
Cash Plus 0.15
Conservative 2.12
Moderate 2.69
Balanced 3.38
High Growth 4.57
Retirement Super Pensions
(Pension Account)
Cash Plus 0.19
Conservative 2.32
Moderate 3.07
Balanced 3.75
High Growth 5.11

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

* 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.

Final returns for the year to 30 June 2022

The table below shows the final returns for the High Growth, Balanced (MySuper) and Cash Plus investment options for the year to 30 June 2022.

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

Account type Investment option  Year to 30 June 2022
%
Super Cash Plus -0.22
Balanced (MySuper)* -2.68
High Growth -4.01
Pre-retirement Super Pensions
(TTR)
Cash Plus -0.22
Balanced -2.68
High Growth -4.01
Retirement Super Pensions
(Pension Account)
Cash Plus -0.22
Balanced -2.87
High Growth -4.36

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

* 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 final returns for the Conservative and Moderate investment options starting from 27 September 2021 (when they were launched) to 30 June 2022.

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

Account type Investment option  27 September 2021 to 30 June 2022
%
Super Conservative -3.88
Moderate -4.27
Pre-retirement Super Pensions
(TTR)
Conservative -3.88
Moderate -4.27
Retirement Super Pensions
(Pension Account)
Conservative -4.37
Moderate -4.58

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.