Investment returns - Transition to Retirement Pension
We are currently experiencing technical issues displaying unit prices on the website. We are working to fix the problem as soon as possible. We’re sorry for any inconvenience.
Investment returns by month - Transition to Retirement Pension
Investment returns by financial year - Transition to Retirement Pension
Investment returns3 (%) as at 31 May 2026
| Option | Investment risk | May (%) | FYTD (%) | 1 year (%) | 3 years (% p.a.) | 5 years (% p.a.) | 10 years (% p.a.) |
|---|---|---|---|---|---|---|---|
| Growth TTR | High | 2.02% | 9.08% | 10.56% | 10.90% | 7.47% | -- |
| Balanced TTR | Medium to high | 1.63% | 7.02% | 8.21% | 8.78% | 5.91% | -- |
| Conservative TTR | Medium | 0.98% | 5.08% | 5.88% | 6.32% | 3.87% | -- |
| Option | Investment risk | May (%) | FYTD (%) | 1 year (%) | 3 years (% p.a.) | 5 years (% p.a.) | 10 years (% p.a.) |
|---|---|---|---|---|---|---|---|
| Australian Shares TTR | Very high | 2.77% | 6.84% | 8.13% | 11.57% | 9.16% | -- |
| International Shares TTR | High | 4.61% | 16.10% | 19.28% | 17.56% | 11.62% | -- |
| Property TTR | High | -0.86% | 11.53% | 11.77% | 9.62% | 2.97% | -- |
| Fixed Interest TTR | Medium | 1.11% | 1.64% | 2.54% | 2.89% | 0.13% | -- |
| Cash TTR | Very low | 0.31% | 3.30% | 3.61% | 3.87% | 2.79% | -- |
Investment update – March 2026 quarter
Risk sentiment weakened during the March quarter as geopolitical escalation, higher energy prices and expectations that interest rates would stay higher for longer weighed on equities and bonds.
See risk explained or view unit price explained.
Returns are reported after factoring in the investment fees and costs 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.
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.
The risk level is based upon the Standard Risk Measure (SRM). The SRM is based on industry guidance developed to allow members to compare investment options that are expected to deliver a similar number of negative returns over a 20 year period.