NESS Super

Transition to Retirement 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)
NESS MySuper 19.65
High Growth 26.75
Stable 10.49
Australian Shares 27.49
Overseas Shares 29.94
Property 28.34
Cash 0.35

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

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 MySuper* 19.65% 8.07% 8.55% 8.28%
High Growth 26.75% 9.91% 10.91% 10.20%
Stable 10.49% 5.49% 5.52% 5.85%
Australian Shares 27.49% 8.36% 10.40% 9.28%
Overseas Shares 29.94% 12.38% 12.83% 12.29%
Property 28.34% 6.69% 7.72% 8.94%
Cash 0.35% 1.05% 1.39% 2.21%

Past performance is not a guarantee of future performance. Unit prices and investment returns for Super and Account Based Pension (ABP) will differ as there is a tax of 15% applied to investment earning on superannuation, it does not apply to ABP. From 1 July 2017, the 15% tax on investment earnings will apply to Transition to Retirement (TTR). The unit prices and investment returns for TTR will be the same as super from 1 July 2017.
*Formerly the Balanced option.

Our past investment performance

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

Year to 30 June NESS MySuper* High Growth Stable Australian Shares Overseas Shares Property Cash
2021 19.65% 26.75% 10.28% 27.49% 29.94% 28.34% 0.35%
2020 -1.42% -2.55% 0.69% -6.65% 1.13% -16.34% 0.71%
2019 7.00% 7.50% 5.50% 6.90% 8.00% 13.10% 2.10%
2018 8.65% 11.20% 5.50% 13.10% 10.80% 10.90% 1.80%
2017 9.90% 13.66% 5.64% 13.96% 16.32% 7.71% 1.98%
2016 3.10% 2.13% 3.45% 2.65% -0.96% 11.73% 1.99%
2015 8.91% 11.26% 5.66% 6.51% 18.13% 9.19% 2.25%
2014 12.53% 17.21% 8.08% 17.22% 20.38% 10.17% 2.73%
2013 16.07% 21.39% 9.32% 22.57% 28.27% 14.34% 3.44%
2012 0.13% -2.80% 4.51% -4.34% -3.70% 6.43% 4.77%
2011 8.60% 10.40% 7.80% 11.30% 7.90% 15.30% 4.90%
2010 8.00% 11.10% 8.10% 14.70% 8.50% 7.00% 3.70%
2009 -11.87% -17.59% -6.28% -14.38% -21.32% -17.05% 2.01%
2008 -7.41% -13.54% -0.76% N/A N/A 2.17% 3.99%
2007 15.00% 18.72% 10.92% N/A N/A 16.93% 5.08%
2006 14.59% 20.56% 9.56% N/A N/A 13.81% 6.12%
2005 14.50% 15.50% 10.80% N/A N/A 12.20% 5.60%
2004 13.20% 17.60% 7.90% N/A N/A 11.10% 3.00%
2003 0.20% N/A 4.80% 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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