Returns for the financial year to date

The table below shows investment returns for the period 1 July 2020 to 5 May 2021 for each investment option covering Super, Pre-retirement Super Pensions (TTR) and Retirement Super Pensions (Pension Account).

Returns are net of fees, costs and (where relevant) estimated tax. As returns are calculated over a relatively short time period, they may display some volatility (movements up and down) from one week to the next.  

This table is generally updated each Wednesday.

Account typeInvestment option Period 1 July 2020 to 
5 May 2021
%
Super Balanced (MySuper) 15.27
Equity Plus 20.91
Cash Plus 0.34
Pre-retirement Super Pensions
(TTR)
Balanced 15.27
Equity Plus 20.91
Cash Plus 0.34
Retirement Super Pensions
(Pension Account)
Balanced 16.85
Equity Plus 23.13
Cash Plus 0.44

Past performance is not a guarantee of future performance.

Historical returns

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

 

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