We're launching a new investment option menu on 1 July 2024. Please visit the info hub to learn how this affects Accumulation and Income accounts.
As at 31 December 2023 (updated quarterly)
Returns over the last 5 years1
Suggested timeframe
Fees (p.a.) + admin fees and costs
If you want to build wealth over the medium to long term, with less ups and downs along the way, you may be interested in Diversified Alternatives.
This option provides diversified exposure to unlisted investments and trading strategies.
| Investment objective for Accumulation and Transition to Retirement (TTR) Income accounts: | CPI + 4.5% p.a. |
| Investment objective for Retirement Income accounts: | CPI + 5.0% p.a. |
| Super assets: | $355.5 million |
| Pension assets: | $167.2 million |
Expected number of years of negative returns over any 20-year period: 3 to less than 4. The risk is based on the standard risk measure (SRM).
In poor market conditions, we reserve the right to restrict investment option changes and benefit payments. If you're not prepared to tolerate this risk, this investment option may not suit you.
As at 31 December 20231 (updated quarterly)
Australian Retirement Trust’s Diversified Alternatives option for super savings accounts produced a return of 0.4% for the quarter and 5.1% over the year to December 2023.
The option has delivered solid returns despite challenging conditions in financial markets. The portfolio invests in private equity, infrastructure as well as private debt. Over the year to December 2023, all three asset classes contributed positively to the option’s performance, with infrastructure the best performing. Over the quarter however, private equity and credit investments detracted from performance.
| Accumulation accounts | Retirement Income accounts3 | |
|---|---|---|
| 10 years (p.a.) | n/a | n/a |
| 7 years (p.a.) | n/a | n/a |
| 5 years (p.a.) | 8.2% | 9.0% |
| 3 years (p.a.) | 9.8% | 10.8% |
| 1 year | 5.1% | 5.5% |
| 3 months | 0.4% | 0.5% |
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 admin fees and costs.
As at 31 December 2023 (updated quarterly)
| Asset allocations4 | |
|---|---|
|
Private Equity
|
34.6% |
|
Infrastructure
|
35.5% |
|
Alternative Strategies
|
24.9% |
|
Fixed Interest
|
0.0% |
|
Cash
|
5.0% |
| Total | 100% |
As at 31 December 2023 (updated quarterly)
We are maintaining a cautious and disciplined approach to making new investments across all three components of the portfolio.
During the quarter, our infrastructure team made an additional investment in AirTrunk, a leading provider of data centre facilities across the Asia Pacific region.
Our private equity team made an investment in LMS Energy, an Australian provider of bioenergy and methane abatement solutions.
In our private debt portfolios, we continue to source attractive opportunities in private direct lending to middle market corporates in Europe, providing debt funding to: a leading insurance broker; a manufacturer and distributor of dental prosthetics and orthodontic products across Western Europe; and a solar energy company. We also partnered with a new investment manager to allow us to expand our corporate direct lending in Europe.
Learn more about our wide range of investment options so you can choose what's right for you.
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