Latest returns

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 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. 

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

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

Investment returns for the financial year to date

The table below shows the investment returns for the financial year to date for each investment option covering Super, Pre-retirement Super Pensions (TTR) and Retirement Super Pensions (Pension Account).

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.

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 
22 September 2021
%
Super Balanced (MySuper) 2.32
Equity Plus 3.07
Cash Plus 0.04
Pre-retirement Super Pensions
(TTR)
Balanced 2.32
Equity Plus 3.07
Cash Plus 0.04
Retirement Super Pensions
(Pension Account)
Balanced 2.53
Equity Plus 3.29
Cash Plus 0.05

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.