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Listed Property Index

A portfolio of global listed property.

Summary

As at 30 June 2024

 

8.24% p.a.

Returns over the last 10 years1

7+ years

Suggested timeframe

0.08 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 very high levels of volatility in returns from year to year.

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: $369.6 million
Pension assets: $99.1 million

Listed Property Index performance

As at 30 June 20241

Our Listed Property Index option produced returns of -4.9% over the quarter and 20.6% over the year to June 2024, relative to the broader Australian share market index which returned -1.0% over the quarter and 12.1% over the year.

The rebound in AREIT valuations lost momentum during the quarter across all sectors as economic uncertainty and persistent inflation weighed on investor sentiment. Industrial REITs were the top performers during the year.

The sector experienced increased demand resulting in historically low vacancies. Industrial REIT valuations were further buoyed by the potential for data centre redevelopment on existing land holdings which will help supply the increased demand for data centres driven by the AI boom.

Office continued to underperform other sectors as the adoption of hybrid working conditions is putting downward pressure on occupancy rates and landlord pricing power.

Accumulation accounts Retirement Income accounts
10 years (p.a.) 8.24% 9.14%
7 years (p.a.) 7.04% 7.82%
5 years (p.a.) 4.10% 4.62%
3 years (p.a.) 4.90% 5.69%
1 year 20.57% 23.90%
3 months -4.93% -5.58%

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%

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  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 investment fees and costs and transaction costs.
  3. From 1 July 2024. For more information on these asset classes, strategic asset allocations, and allowable ranges, read the PDS that applies to you.