Our Balanced option returned 8.3% p.a. over the past 10 years to 31 March 2024. We've outperformed the industry median over 1, 3, 5, 7, and 10 years. 1
Our Balanced option protects your superannuation by investing in many different types of 'assets' (things like property, shares, and infrastructure).
When one asset goes down in value, others could be going up. Check our super fund performance for all our options.
Performance for all options
Past performance doesn't guarantee how any of our options will perform in future, of course. But our long-term success definitely gets us noticed.
We've received SuperRatings' platinum performance rating 20 years in a row, and Canstar's 5-star awards for outstanding value superannuation since 2011. (Before we became Australian Retirement Trust in 2022, our products won these awards for Sunsuper investment performance.)
10 years
8.3% p.a.
7 years
8.2% p.a.
5 years
8.1% p.a.
3 years
8.2% p.a.
1 year
11.8% p.a.
Returns per year are to 31 March 2024.
Whether you want us to choose your investment strategy for you, or you like to get into the details, we have a range of options for you.
You can even use our investor quiz to find which one could be right for you.
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1. Over the 10 years to 31 March 2024, our Super Savings Balanced option returned 8.3% p.a. (Accumulation), 8.3% p.a. (Super Savings Lifecycle Investment Strategy - Balanced Pool), and 9.1% p.a. (Income). The option has adopted the pre-merger investment strategy of the Sunsuper Balanced option. Source: SuperRatings Fund Crediting Rate Survey - SR50 Balanced (60-76) Index, 31 March 2024. The industry median return for the SR50 Balanced (60-76) Index comprises the 50 largest investment options with a similar asset allocation to growth style assets between 60-76%. The Super Savings Balanced option has identical investments to the Balanced Pool in the Lifecycle Investment Strategy. Members invested in the Lifecycle Investment Strategy are invested 100% in the Balanced Pool until age 55. Past performance is not a reliable indicator of future performance. Ratings and awards are only one factor to be taken into account when deciding to invest. Investment returns are net of investment fees and costs and taxes (where applicable). Super Savings products issued by Australian Retirement Trust Pty Ltd (ABN 88 010 720 840, AFSL No. 228975) as trustee for Australian Retirement Trust (ABN 60 905 115 063). Consider the Super Savings product disclosure statements and TMDs before deciding.
