We've outperformed the industry median over 1, 3, 5, 7, and 10 years.1
Do you want strong, long-term returns?
Our experienced investment team has a track record of delivering strong, long-term investment returns which outperformed the comparative industry median.1
Do you want a fund that is 100% member focused?
We are committed to returning profits to members as better services and lower fees.2
Do you want access to superannuation advice?
Whether you have a question about your Australian Retirement Trust account or need help with more complex financial planning strategies, we can help.
For more information about the benefits and risks of opening a Super Savings account, before deciding to acquire or hold the product, please consider the Super Savings Product Disclosure Statement for Accumulation Account and target market determinations.
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1. Over the 10 years to 31 March 2024, our Super Savings Balanced option returned 8.3% p.a. (Accumulation), 8.3% p.a. (Super Savings Lifecycle Investment Strategy - Balanced Pool), and 9.1% p.a. (Income). The option has adopted the pre-merger investment strategy of the Sunsuper Balanced option. Source: SuperRatings Fund Crediting Rate Survey - SR50 Balanced (60-76) Index, 31 March 2024. The industry median return for the SR50 Balanced (60-76) Index comprises the 50 largest investment options with a similar asset allocation to growth style assets between 60-76%. The Super Savings Balanced option has identical investments to the Balanced Pool in the Lifecycle Investment Strategy. Members invested in the Lifecycle Investment Strategy are invested 100% in the Balanced Pool until age 55. Past performance is not a reliable indicator of future performance. Ratings and awards are only one factor to be taken into account when deciding to invest. Investment returns are net of investment fees and costs and taxes (where applicable). Super Savings products issued by Australian Retirement Trust Pty Ltd (ABN 88 010 720 840, AFSL No. 228975) as trustee for Australian Retirement Trust (ABN 60 905 115 063). Consider the Super Savings product disclosure statements and TMDs before deciding.
2. Percentage-based fee applies to the first $800,000 of your Super Savings Accumulation account balance only. The 0.07% p.a. is deducted from the Fund’s general reserve (not from your account). Does not include investment fees and costs. Refer to the Super Savings Accumulation Guide for investment fees and costs applying to each investment option.
Australian Retirement Trust has adopted the same products, services and investments as Sunsuper. For ratings and awards information, visit our Ratings & awards page.