Performance

Performance: Transition to Retirement Pension Mix Your plan Australian Shares

Growth of $10,000 over time

Actual returns - financial year to date

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For more information visit investment returns or unit prices.

Growth of $10,000 over time

The graph shows the value of $10,000 invested since inception in the Transition to Retirement Pension Mix Your plan Australian Shares TTR, when compared to the Transition to Retirement Pension Cash plan TTR.

The growth in plan balances are net of the investment fees and costs and inclusive of franking credits.

Comparison between return target and return

Comparison between return target and return

The Transition to Retirement Pension Mix Your plan Australian Shares TTR is designed for people who can accept a wide range of earnings (both positive and negative) from year to year, and are seeking return and risk characteristics similar to the Australian share market.

For more information on this plan, refer to the Retirement Income Pension Product Information Booklet.

^ Returns are reported after factoring in the investment fees and costs, administration fees and applicable taxes, and are based on transactional prices. The investment fees and costs include all investment costs, transaction costs and any other underlying costs relating to your investment. Longer term returns are not available for the Sustainable Balanced option as it commenced on 27 September 2023. The returns shown here are different from those shown on other pages as they are based on a member with an account balance of $50,000 and are reported net of administration fees.

* S&P/ASX 300 Accumulation Index.

All Mix Your plan strategies may contain a small strategic allocation to Cash for liquidity purposes.

The inception date for Transition to Retirement Pension Mix Your plan Australian Shares TTR is 15 June 2017.

Our schemes are Exempt Public Sector Superannuation Schemes and are regulated by the Treasurer of Western Australia and not the Commonwealth Government.

The performance of your investment option(s) is not guaranteed, and returns may move up or down depending on factors such as investment market conditions. Past performance should not be relied on as an indication of future performance.