Option established on 1 July 2024.
Suggested timeframe
Fees1 + admin fees and costs
Suitable if you're an investor who:
Expected number of years of negative annual returns in any 20 years: 4 to less than 6. The risk is based on the standard risk measure (SRM).
| Accumulation and TTR Income accounts: | CPI + 3.5% p.a. |
| Retirement Income accounts: | CPI + 4.0% p.a. |
| Super assets: | $837.7 million |
| Pension assets: | $108.6 million |
As at 30 June 20251
World share markets enjoyed strong returns over the June quarter, despite ongoing concerns over global trade, and attacks on Iran and its nuclear infrastructure by both Israel and the US.
After share prices fell sharply in early in April in response to President Trump’s ‘Liberation Day’ tariff announcements, the president’s decision soon after to pause most of those tariffs for 90 days sparked a massive resurgence in world share markets. Australian and global fixed income returns were positive over the quarter, with Australian bonds generally outperforming global markets.
| Accumulation accounts | Retirement Income accounts4 | |
|---|---|---|
| 10 years (p.a.) | - | - |
| 7 years (p.a.) | - | - |
| 5 years (p.a.) | - | - |
| 3 years (p.a.) | - | - |
| 1 year | 12.11% | 14.10% |
| 3 months | 6.81% | 7.93% |
Past performance isn't a reliable indicator of future performance. Returns shown are after investment fees and costs, transaction costs, and investment taxes (where relevant) but before all other fees and costs.
Returns shown here for our Accumulation account are also the returns that apply for Transition to Retirement Income accounts. Tax generally doesn't apply to investment earnings in Retirement Income accounts.
| Strategic asset allocation3 | |
|---|---|
|
Australian shares
|
39.75% |
|
International shares
|
50.25% |
|
Fixed income
|
10.0% |
|
Cash
|
0.0% |
| Total | 100% |
Benchmark: The market indices followed for each asset class are the same market indices we show for the Australian Shares Index, International Shares Unhedged Index, Bonds Index, and Cash options, although the proportions may differ. Currency is partially hedged for this option.
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