Performance: Transition to Retirement Pension Balanced plan TTR

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 Balanced plan 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

Our Transition to Retirement Pension Balanced plan TTR invests equally in growth and defensive assets and is designed for people who can accept a moderate level of fluctuations in investment returns from year to year, for an increased likelihood of moderate to strong earnings.

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.

The return target is the average annual return expected over the next 10 years. The return target is an estimate and is not guaranteed. The method to calculate the return target is prescribed by the Australian Prudential Regulation Authority (APRA) as a way of comparing different MySuper funds.

Inception date of the Transition to Retirement Pension Balanced plan 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.