Returns for the financial year to date

The table below shows investment returns for the period 1 July 2020 to 2 December 2020 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.

We are aware that members may be concerned about the impact COVID-19 is having on the Australian and overseas sharemarkets - here is our latest summary.

Account typeInvestment option Period 1 July 2020 to 
2 December 2020
%
Super Balanced (MySuper) 8.06
Equity Plus 11.23
Cash Plus 0.32
Pre-retirement Super Pensions
(TTR)
Balanced 8.06
Equity Plus 11.23
Cash Plus 0.32
Retirement Super Pensions
(Pension Account)
Balanced 8.79
Equity Plus 12.19
Cash Plus 0.38

Returns for the financial year to 30 June 2020

The table below shows final investment returns calculated for the year ended 30 June 2020 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 typeInvestment option Period 1 July 2019 to
30 June 2020
%
Super Balanced (MySuper) - 0.66
Equity Plus - 1.19
Cash Plus 0.87
Pre-retirement Super Pensions
(TTR)
Balanced - 0.66
Equity Plus - 1.19
Cash Plus 0.87
Retirement Super Pensions
(Pension Account)
Balanced - 0.73
Equity Plus - 1.34
Cash Plus 1.11
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