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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.

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 members*

The table below shows the investment returns for Employee, Personal and Partner section members of the Scheme.

Period ending 31 May 2024 Aggressive Growth Balanced Growth Cautious Cash
Year to Date 7.4% 5.0% 2.2% 1.7%
1 year 15.0% 10.7% 5.7% 4.2%
3 years p.a. 7.7% 5.3% 2.7% 2.5%
5 years p.a. 8.5% 6.2% 3.4% 2.0%
10 years p.a. 8.7% 6.8% 4.3% 1.9%

Latest investment performance for pension members*

The table below shows the investment returns for Account Based Pension members of the Scheme.

Period ending 31 May 2024 Aggressive Growth Balanced Growth Cautious Cash
Year to Date 8.3% 5.6% 2.5% 2.0%
1 year 16.8% 12.0% 6.5% 4.9%
3 years p.a. 8.4% 5.8% 3.0% 3.0%
5 years p.a. 9.3% 6.8% 3.7% 2.3%
10 years p.a. 9.4% 7.4% 4.7% 2.2%

*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 the Scheme. It does not take into account any member’s individual financial objectives, financial situation or needs.
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.
Year to date is from 1 January 2024

Comparison of investment performance for super members

Here’s our latest quarterly 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 semi-annually, 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 31 December 2023 Aggressive Growth Balanced Growth Cautious Cash
(Quartile) (Quartile) (Quartile) (Quartile)
1 year 1st 2nd 3rd 1st
3 years 2nd 3rd 3rd 1st
5 years 1st 2nd 3rd 1st
10 years 1st 3rd 3rd 1st

*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 the Scheme. It does not take into account any member’s individual financial objectives, financial situation or needs.

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.