Returns over the last 7 years1
Suggested timeframe
Fees2 + admin fees and costs
Suitable if you're an investor who:
Expected number of years of negative annual returns over any 20-year period: 3 to less than 4. The risk is based on the standard risk measure (SRM).
| Accumulation and TTR Income accounts: | CPI + 4.5% p.a. |
| Retirement Income accounts: | CPI + 5.0% p.a. |
| Super assets: | $584.7 million |
| Pension assets: | $237.9 million |
Important: In some unfavourable market conditions, we reserve the right to restrict investment option changes and benefit payments. This option isn't suitable if you're not prepared to tolerate this risk.
As at 31 March 20251
Our Unlisted Assets option for Accumulation accounts produced a return of 1.01% for the quarter and 8.18% over the year to 31 March 2025.
The portfolio invests in private debt and equity, infrastructure, cash and (from 1 July 2024) in property. All 5 asset classes delivered positive returns over the quarter and the year to 31 March 2025. Infrastructure and private equity were the best performers over the quarter, while infrastructure was the best performer over the year to March.
| Accumulation accounts | Retirement Income accounts4 | |
|---|---|---|
| 10 years (p.a.) | nil | nil |
| 7 years (p.a.) | 8.24% | 9.00% |
| 5 years (p.a.) | 9.54% | 10.35% |
| 3 years (p.a.) | 6.07% | 6.59% |
| 1 year | 8.18% | 8.60% |
| 3 months | 1.01% | 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.
| Asset allocations4 | |
|---|---|
|
Unlisted assets and alternatives
|
100.0% |
| Total | 100% |
As at 31 March 2025
During the quarter, our real estate team made an additional investment into Anchor Health Properties, a US owner, operator and developer of healthcare and medical office real estate.
Our private equity team committed to a new external manager that focuses on investing in software and services businesses in Europe and North America. And our private debt managers are actively deploying capital in North America and Europe, taking advantage of favourable credit conditions.
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