Investment Performance
Effective investment performance within super plays an important role in shaping your retirement. Regularly reviewing performance helps ensure your super stays on track.
Strong long-term investment performance
Hear William Leong our Head of Investments explain the fund's investment performance at our 2026 Annual Members' Meeting. (The investment performance coverage starts at 17:31).
Watch the videoOpens in new window
We prioritise the growth of your savings by striving for competitive returns while diligently navigating market risks. Stay up to date with the investment performance of your superannuation or account based pension account.
Latest investment performance for super and transition to retirement member accounts*
The table below shows the investment returns for Employee, Personal and Partner section members of the Scheme.
| Period ending 31 July 2026 |
Aggressive Growth |
Balanced Growth |
Cautious |
Cash |
| Year to date |
4.9% |
4.4% |
3.5% |
2.4% |
| 1 year |
8.4% |
7.3% |
5.4% |
3.9% |
| 3 years p.a. |
11.7% |
9.4% |
6.0% |
4.1% |
| 5 years p.a. |
8.2% |
6.2% |
3.8% |
3.3% |
| 10 years p.a. |
9.3% |
7.2% |
4.4% |
2.3% |
Latest investment performance for pension members*
The table below shows the investment returns for Account Based Pension members of the Scheme.
| Period ending 31 July 2026 |
Aggressive Growth |
Balanced Growth |
Cautious |
Cash |
| Year to date |
4.9% |
4.4% |
3.6% |
2.8% |
| 1 year |
8.7% |
7.6% |
5.8% |
4.6% |
| 3 years p.a. |
12.7% |
10.2% |
6.7% |
4.9% |
| 5 years p.a. |
8.8% |
6.7% |
4.2% |
3.8% |
| 10 years p.a. |
10.1% |
7.9% |
4.9% |
2.7% |
*Important note: Past performance is not necessarily a guide to future performance. This investment returns information has been prepared for the general information of members of ANZ Staff Super. It does not take into account any member’s individual financial objectives, financial situation or needs.
Year to date is from 1 January 2026.
Comparison of investment performance for super members
Here’s our latest comparison table:
ANZ Staff Super uses the Rainmaker Benchmarking Service to compare the relative performance of its investment options against other funds that offer similar investment options. Performance is assessed monthly and ANZ Staff Super’s net investment returns are reported in their respective performance quartile. For instance, a 1st Quartile ranking is where ANZ Staff Super’s performance is ranked by Rainmaker to be in the top 25% of results sampled.
| Period ending 30 June 2026 |
Aggressive Growth |
Balanced Growth |
Cautious |
Cash |
|
(Quartile) |
(Quartile) |
(Quartile) |
(Quartile)
|
| 1 year |
3rd |
3rd |
2nd |
1st |
| 3 years |
1st |
3rd |
3rd |
1st |
| 5 years |
1st |
3rd |
3rd |
1st |
| 10 years |
1st |
3rd |
2nd |
1st |
Peer comparison is based on Rainmaker cohorts grouped by strategic growth‑asset allocations: Aggressive Growth (75–90%), Balanced (60–75%), Cautious (20–40%), and Cash. Quartile rankings reflect performance to 30 June 2026.
We recommend that you seek help from a licensed financial adviser before acting on any of this information. While all due care and diligence has been taken in the preparation of this information, the Trustee reserves the right to correct any errors or omissions.
Investment commentary - August 2025
William Leong, ANZ Staff Super's Head of Investments, talks about the Fund's investment performance at the 2025 Annual Members' Meeting held in August 2025.
Watch the video
Need help with your investment choice?
All ANZ Staff Super members have access to financial advice on key aspects of their super at no additional cost. You can make an appointment with one of our advisers either face-to-face or over the phone.
Read more about advice
Investment commentary - August 2025
William Leong, ANZ Staff Super's Head of Investments, talks about the Fund's investment performance at the 2025 Annual Members' Meeting held in August 2025.
Watch the video
Need help with your investment choice?
All ANZ Staff Super members have access to financial advice on key aspects of their super at no additional cost. You can make an appointment with one of our advisers either face-to-face or over the phone.
Read more about advice