The following rates of return represent the TTR phase unit prices1 and are only applicable to investors in the TTR phase of the Super SA Income Stream as part of an Early Access to Super or Transition to Retirement arrangement.

Rates of return give you a recent and longer term perspective of how each option has performed. It is important to remember that past performance should not be taken as an indication of future performance. Analyse returns in relation to the performance of the market as a whole to get the big picture.

 

Rates of returns to 31 May 2019
net of investment fees.
Investment Option 1 mth 3 mths FYTD 1 year 3 years 5 years 10 years
  % % % % % p.a. % p.a. % p.a.
High Growth -1.05 1.68 4.43 6.05 n.a n.a n.a
Socially Responsible -0.87 1.98 4.16 5.36 n.a n.a n.a
Growth -0.69 1.77 4.56 5.95 n.a n.a n.a
Balanced -0.48 1.88 4.61 5.87 n.a n.a n.a
Moderate -0.27 1.81 4.41 5.43 n.a n.a n.a
Conservative -0.13 1.74 4.12 4.93 n.a n.a n.a
Capital Defensive 0.13 1.56 3.76 4.31 n.a n.a n.a
Cash 0.13 0.41 1.54 1.68 n.a n.a n.a

 1 Option commenced on 1 July 2017.