NESS Super

Account Based Pension Investment Performance

NESS Super investment prices, returns are net of tax, fees and investment expenses.

Investment returns

These returns are net of tax, fees and investment expenses.

Investment Option FYTD Return %1
1 Year 
(as at 30/06/2021)
MyPension Balanceda 22.67
High Growthb 31.14
Stablec 11.43
Australian Shares* 11.44
Overseas Shares* 17.00
Property* 15.65
Cash 0.22

1 The financial year to date (FYTD) investment returns are estimates from 1 July 2021 and are subject to change.

a. Prior to 1 February 2021, the MyPension Balanced investment option was the Moderate investment option.
b. Prior to 1 February 2021, the High Growth investment option was the Aggressive investment option.
c. Prior to 1 February 2021, the Stable investment option was the Conservative investment option.

* New investment options introduced on 1 February 2021. The investment returns to 30 June 2021 for these options reflect the returns from 1 February 2021.

Unit Prices

Effective date:

Estimated investment returns for current financial year from 1 July 2020.

Past performance is not a guarantee of future performance. Super member investment returns and Account Based Pension (ABP) investment returns differ as Account Based Pension investment returns are tax free.

Our 1, 3, 5 and 10 year performance history

These returns are net of tax, fees and investment expenses.

Year to 30 June 2021 1 Year 3 Year (p.a) 5 Year (p.a) 10 Year (p.a)
NESS MyPension Balanceda 22.67% 7.90% 8.31% 8.77%
High Growth b 31.14% 10.05% 11.08% 10.79%
Stable c 11.43% 5.82% 5.38% 6.02%
Australian Shares* 11.44% N/A N/A N/A
Overseas Shares* 17.00% N/A N/A N/A
Property* 15.65% N/A N/A N/A
Cash 0.22% 1.26% 1.62% 2.53%

Past performance is not a guarantee of future performance. Super member investment returns and Account Based Pension (ABP) investment returns differ as Account Based Pension investment returns are tax free.

a. Prior to 1 February 2021, the MyPension Balanced investment option was the Moderate investment option.
b. Prior to 1 February 2021, the High Growth investment option was the Aggressive investment option.
c. Prior to 1 February 2021, the Stable investment option was the Conservative investment option.

* New investment options introduced on 1 February 2021, the investment returns to 30 June 2021 for these options reflect the returns from 1 February 2021.

Our past investment performance

These returns are net of tax, fees and investment expenses.

Year to 30 June MyPension Balanced1 High Growth2 Stable3 Australian Shares* Overseas Shares* Property* Cash
2021 22.67% 31.14% 11.43% 11.44% 17.00% 15.65% 0.22%
2020 -3.33% -4.89% 0.38% - - - 1.03%
2019 5.95% 6.85% 5.95% - - - 2.55%
2018 7.60% 10.20% 3.85% - - - 2.00%
2017 10.28% 15.14% 5.59% - - - 2.34%
2016 2.96% 2.90% 2.96% - - - 2.25%
2015 10.00% 12.04% 6.32% - - - 2.56%
2014 15.55% 19.01% 9.15% - - - 3.13%
2013 18.49% 24.22% 9.71% - - - 3.92%
2012 0.13% -3.18% 5.32% - - - 5.39%

Past performance is not a guarantee of future performance. Super member investment returns and Account Based Pension (ABP) investment returns differ as Account Based Pension investment returns are tax free.

1. Prior to 1 February 2021, the MyPension Balanced investment option was the Moderate investment option.
2. Prior to 1 February 2021, the High Growth investment option was the Aggressive investment option.
3. Prior to 1 February 2021, the Stable investment option was the Conservative investment option.

* New investment options introduced on 1 February 2021, the estimated investment returns to 30 June 2021 for these options reflect the returns from 1 February 2021.