NESS Super

TTR Investment Performance

Financial year-to-date and historical investment performance

To comply with legislated changes, effective 1 July 2017 the Trustee of NESS Super moved the assets of TTR Pensions from a tax-free asset pool into a similar investment option in the taxed Industry Investment Options. The table below shows historical annual investment returns of the Industry Investment Options. These returns are net of tax, fees and costs.

Investment Option Cash Stable NESS MySuper* Property High Growth Australian Shares Overseas Shares
Crediting rates for financial year to 18 November 2019 0.38% 2.52% 4.11% 3.78% 5.04% 4.31% 6.63%

Estimated investment returns for current financial year from 1 July 2019.

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 2019 Cash Stable NESS MySuper* Property High Growth Australian Shares Overseas Shares
1 year % p.a. 2.10% 5.50% 7.00% 13.10% 7.50% 6.90% 8.00%
3 year % p.a. 1.96% 5.55% 8.51% 10.55% 10.76% 11.27% 11.65%
5 year % p.a. 2.02% 5.15% 7.48% 10.51% 9.07% 8.54% 10.24%
10 year % p.a. 2.96% 6.34% 8.21% 10.55% 10.11% 10.21% 10.98%

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 Cash Stable NESS MySuper* Property High Growth Australian Shares Overseas Shares
2019 2.10% 5.50% 7.00% 13.10% 7.50% 6.90% 8.00%
2018 1.80% 5.50% 8.65% 10.90% 11.20% 13.10% 10.80%
2017 1.98% 5.64% 9.90% 7.71% 13.66% 13.96% 16.32%
2016 1.99% 3.45% 3.10% 11.73% 2.13% 2.65% -0.96%
2015 2.25% 5.66% 8.91% 9.19% 11.26% 6.51% 18.13%
2014 2.73% 8.08% 12.53% 10.17% 17.21% 17.22% 20.38%
2013 3.44% 9.32% 16.07% 14.34% 21.39% 22.57% 28.27%
2012 4.77% 4.51% 0.13% 6.43% -2.80% -4.34% -3.70%
2011 4.90% 7.80% 8.60% 15.30% 10.40% 11.30% 7.90%
2010 3.70% 8.10% 8.00% 7.00% 11.10% 14.70% 8.50%
2009 2.01% -6.28% -11.87% -17.05% -17.59% -14.38% -21.32%
2008 3.99% -0.76% -7.41% 2.17% -13.54% N/A N/A
2007 5.08% 10.92% 15.00% 16.93% 18.72% N/A N/A
2006 6.12% 9.56% 14.59% 13.81% 20.56% N/A N/A
2005 5.60% 10.80% 14.50% 12.20% 15.50% N/A N/A
2004 3.00% 7.90% 13.20% 11.10% 17.60% N/A N/A
2003 N/A 4.80% 0.20% N/A N/A N/A N/A

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.

*Formerly the Balanced option.

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