Investment performance 2024/25
Delivering consistently positive returns for our members
Our Balanced option delivered a solid positive return of 9.00% to super members and 9.83% to retired members in 2024/25.
We delivered positive returns for all our investment options, with all besides super Cash exceeding their yearly and long-term targets.
While we are pleased with short-term results, when it comes to super it’s important to focus on long-term performance. Over the last 10 years, super Balanced has delivered a solid 7.52% return, and pension Balanced has returned 8.00%.
Super
Investment option | 1 year | 5 years | 10 years |
Balanced (default) | 9.00% | 8.52% | 7.52% |
Shares Plus | 10.95% | 11.05% | 9.44% |
Growth | 9.65% | 9.75% | 8.39% |
Conservative Balanced | 7.92% | 6.17% | 5.75% |
Cash | 4.15% | 2.38% | 2.23% |
Retirement
Investment option | 1 year | 5 years | 10 years |
Balanced (default) | 9.83% | 9.30% | 8.00% |
Shares Plus | 12.01% | 12.28% | 10.22% |
Growth | 11.15% | 11.02% | 9.42% |
Conservative Balanced | 8.45% | 6.85% | 6.40% |
Cash | 4.89% | 2.81% | 2.61% |
Past investment returns are not a reliable indication of future returns.
Remember, short-term fluctuations in your super balance are normal. It’s important to think long-term when planning for your retirement. Stay informed about market volatility and your super.
We’re here to help, so give us a call.
If you would like to know more about the investment returns or have any other questions, please don’t hesitate to call our Member Services Team on 1300 360 988, or email us.