NESS Super

ABP Investment Performance

Financial year-to-date and historical investment performance

NESS Account Based Pension investment options commenced in July 2011. The table below shows annual investment returns since that date. These returns are net of tax, fees and costs.

Investment Option Cash Conservative Cautious Moderate Assertive Aggressive
Crediting Rates for financial year to 23 November 2020  0.14%    5.30%   7.79%   10.04%    11.51%   13.37%

Estimated investment returns for current financial year from 1 July 2020.
The performance of the investment options is not guaranteed. The value will vary as it is based on the performance of the assets underlying each investment option. Past performance is not a guarantee of future performance.

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Our 1, 3, and 5 year performance history

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

Year to 30 June 2020 Aggressive Assertive Moderate Cautious Conservative Cash
1 year % p.a. -4.89% -4,44% -3.33% -1.25% 0.38% 1.03%
3 year % p.a. 3.85% 3.42% 3.29% 3.53% 3.37% 1.86%
5 year % p.a. 5.82% 4.90% 4.59% 4.35% 3.73% 2.03%

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 past investment performance

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

Year to 30 June Aggressive Assertive Moderate Cautious Conservative Cash
2020 -4.89% -4.44% -3.33% -1.25% 0.38% 1.03%
2019 6.85% 6.40% 5.95% 6.20% 5.95% 2.55%
2018 10.20% 8.80% 7.60% 5.80% 3.85% 2.00%
2017 15.14% 11.91% 10.28% 7.94% 5.59% 2.34%
2016 2.90% 2.58% 2.96% 3.33% 2.96% 2.25%
2015 12.04% 10.91% 10.00% 7.99% 6.32% 2.56%
2014 19.01% 17.07% 15.55% 12.23% 9.15% 3.13%
2013 24.22% 20.86% 18.49% 14.17% 9.71% 3.92%
2012 -3.18% -0.22% 0.13% 3.17% 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.