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: | $585.3 million |
Pension assets: | $79.2 million |
As at 31 March 20251
After its inception on 1 July 2024, our High Growth Index option for Accumulation accounts produced returns of -1.75% for the March quarter and 4.97% for the financial year to date.
After a positive start to 2025, world share market sentiment deteriorated as the quarter progressed in response to the trade war triggered by President Trump’s decisions on tariffs. While emerging market shares produced positive returns, Australian and developed market returns were negative over the quarter, as significant falls in US and Japanese share prices more than offset gains in UK and Europe.
Our real estate, private equity, and infrastructure portfolios outperformed public markets over the March quarter and for this reason, the High Growth Index option underperformed the High Growth option given it only has exposure to listed markets.
Accumulation accounts | Retirement Income accounts4 | |
---|---|---|
10 years (p.a.) | - | - |
7 years (p.a.) | - | - |
5 years (p.a.) | - | - |
3 years (p.a.) | - | - |
1 year | - | - |
3 months | -1.75% | -1.90% |
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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