Our Balanced option returns are better than most other super funds for 1, 3, 5, 7, 10, 15, and even 20 year timeframes. This option returned 8.4% per year over the past 10 years to 30 June 2023.1
Our Balanced option protects your superannuation by investing in many different types of 'assets' (things like property, shares, and infrastructure).
When one asset goes down in value, others could be going up. Check our super fund performance for all our options.
Performance for all options
Past performance doesn't guarantee how any of our options will perform in future, of course. But our long-term success definitely gets us noticed.
We've received SuperRatings' platinum performance rating 20 years in a row, and Canstar's 5-star awards for outstanding value superannuation since 2011. (Before we became Australian Retirement Trust in 2022, our products won these awards for Sunsuper investment performance.)
10 years
8.43% p.a.
7 years
8.28% p.a.
5 years
7.02% p.a.
3 years
9.57% p.a.
1 year
10.02% p.a.
These returns per year to 30 June 2023 are before fees and costs, so a member's account may have increased by a different amount.
Whether you want us to choose your investment strategy for you, or you like to get into the details, we have a range of options for you.
You can even use our investor quiz to find which one could be right for you.
View all our optionsWe're proud of our results, and you can use Chant West's AppleCheck anytime to help you find the right super products for you.
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1. Over 10 years, our Super Savings Balanced option returned 8.4% p.a. (Accumulation) and 9.3% (Income). The Australian Retirement Trust Super Savings Balanced option has adopted the pre-merger investment strategy of the Sunsuper Balanced option. The industry median return for the SR50 Balanced (60-76) Index comprises the 50 largest investment options with a similar asset allocation to growth style assets between 60-76%. Source: SuperRatings Fund Crediting Rate Survey - SR50 Balanced (60-76) Index, 30 June 2023. The Super Savings Balanced option has identical investments to the Balanced Pool in the Lifecycle Investment Strategy. Members invested in the Lifecycle Investment Strategy are invested 100% in the Balanced Pool until age 55. Past performance is not a reliable indicator of future performance. Investment returns are net of investment fees and costs and taxes (where applicable). Super Savings products issued by Australian Retirement Trust Pty Ltd (ABN 88 010 720 840, AFSL No. 228975) as trustee for Australian Retirement Trust (ABN 60 905 115 063). Consider the Super Savings product disclosure statements and TMDs before deciding.
