Main region

Listed Property Index

A portfolio of global listed property.

Summary

10-year returns as at 31 March 2025

 

6.80% p.a.

Returns over the last 10 years1

7+ years

Suggested timeframe

0.10 p.a.%

Fees2 + admin fees and costs

Who it suits

Suitable if you're an investor who:

  • wants a portfolio of global listed property with currency exposure hedged back to the Australian dollar
  • is willing to take higher risk for higher long-term returns and wants an option that's lower cost than an actively managed option
  • is prepared to accept that listed property investments are very likely to have negative returns over the short to medium term
  • is prepared to accept the option may not be suitable if you have a low risk tolerance, are seeking to preserve your super, or are likely to need access to your super in the next few years.

Risk

 
  • Very low
  • Low
  • Low to medium
  • Medium
  • Medium to high
  • High
  • Very high

Expected number of years of negative annual returns in any 20 years: 6 or more. The risk is based on the standard risk measure (SRM).

Investment objective

Closely match the returns of the performance benchmark

Option size

Super assets: $542.4 million
Pension assets: $145.1 million

Listed Property Index performance

As at 31 March 20251

Our Listed Property Index option for Accumulation and Australian Retirement Trust Corporate accounts recorded returns of 0.93% over the quarter and 0.71% over the year to March 2025.

REITs returns for the quarter have been supported by declining treasury yields and a strong earnings season. From sector perspective, healthcare, industrial, and residential REITs advanced, while data centres, resorts, and office REITs lagged other sectors.

Accumulation accounts Retirement Income accounts
10 years (p.a.) 6.80% 7.56%
7 years (p.a.) 7.49% 8.31%
5 years (p.a.) 13.70% 15.15%
3 years (p.a.) 4.66% 5.35%
1 year 0.71% 0.52%
3 months 0.93% 0.80%

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. We changed this option's investment strategy on 1 July 2024, so when you look at its performance, bear this in mind.

Listed Property Index asset allocation

 

 Strategic asset allocation3
Australian shares
0%
International shares
0%
Fixed Income
0%
Unlisted Assets and Alternatives
0%
Cash
0%
Listed global property
100%
Total 100%

Learn more about what we invest in

Want to know more?

Payment icon

Compare our options

Learn more about our wide range of investment options so you can choose what's right for you.

Compare today
Payment icon

Manage your investments

You can check and change your investment options anytime in Member Online.

Log in now
Document icon

View our performance

We give regular updates on the economy and market, along with how your investments are performing.

Find out more
Payment icon

Contact us

We’re available to speak by phone or live chat between 8:00am–7:30pm AEST/AEDT Monday to Friday.

Contact us today
illustration

Join Australian Retirement Trust today - it only takes a few minutes.

We're one of the largest super funds in Australia. Join today and enjoy the benefits as we grow even more.

Join today
  1. 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 in the Summary table above are for Accumulation accounts. To show the performance of the Accumulation and Retirement Income accounts, we've used Sunsuper for life Australian Property Index option returns up to 28 February 2022, then Super Savings Australian Property Index option returns after that date.
  2. Fees refers to estimated investment fees and costs and transaction costs from 1 July 2025.
  3. From 1 July 2025. For more information on these asset classes, strategic asset allocations, and allowable ranges, read the PDS that applies to you.