For your information
We recently found an error with our unit pricing for the Super Savings Property Investment Option from 27 December 2023 to 9 May 2024.
This is currently being corrected in line with our unit pricing error compensation process.
We closed the following options on 30 June 2024.
Investment returns to 30 June 20241
| Investment option | 10 yr p.a. | 7 yr p.a. | 5 yr p.a. | 3 yr p.a. | 1 yr | Unit price history |
|---|---|---|---|---|---|---|
| Accumulation and TTR* | ||||||
| Shares | 9.36% | 9.92% | 9.28% | 6.89% | 15.64% | Download |
| Australian Shares | 8.34% | 8.84% | 7.64% | 6.92% | 12.61% | Download |
| Emerging Market Shares | 5.57% | 5.99% | 5.06% | 0.32% | 13.38% | Download |
| Property | 6.43% | 5.55% | 4.53% | 2.67% | 0.29% | Download |
| Diversified Bonds | 1.81% | 1.14% | -0.09% | -1.74% | 3.02% | Download |
| Income | ||||||
| Shares | 10.05% | 10.63% | 9.89% | 7.44% | 16.98% | Download |
| Australian Shares | 9.19% | 9.69% | 8.41% | 7.54% | 13.91% | Download |
| Emerging Market Shares | 6.03% | 6.48% | 5.39% | 0.31% | 14.71% | Download |
| Property |
6.97% | 6.07% | 4.88% | 2.80% | 0.31% | Download |
| Diversified Bonds | 2.02% | 1.23% | -0.19% | -2.13% | 3.59% | Download |
* TTR stands for Transition to Retirement Income account.
We closed the Lifecycle Investment Strategy Retirement Pool on 26 September 2024.
Investment returns to 26 September 20241
| Investment option | 10 yr p.a. | 7 yr p.a. | 5 yr p.a. | 3 yr p.a. | 1 yr | Unit price history |
|---|---|---|---|---|---|---|
| Retirement Pool | 6.37% | 6.37% | 5.74% | 5.02% | 10.88% | Download |
1. Past performance is not a reliable indicator of future performance. Investment returns are net of investment fees and costs and taxes (where applicable). Investment tax doesn't generally apply to Income accounts. The investment options commenced on 28 February 2022 and adopted the investment strategy of the pre-merger Sunsuper investment options. To show the investment performance for these investment options, we have used the returns for the respective Sunsuper investment options up to 28 February 2022, then the respective Super Savings option returns after that date.
Unit pricing error compensation: Australian Retirement Trust has put in place comprehensive controls in order to minimise the chance of unit pricing errors. Should the unlikely circumstance of an error occur and Australian Retirement Trust determines that compensation is payable to members that have been adversely affected, we aim to ensure existing Australian Retirement Trust members are in the same financial position as if the error did not occur. For exited members, only amounts $20 or greater will be compensated. Australian Retirement Trust’s policy is in line with industry standards and regulatory guidelines.
