Investment performance

Telstra Super is committed to helping our members build a financially secure future.

Important information

From 1 February 2017, we are making some modest changes to our asset allocations. Visit www.telstrasuper.com.au/fundupdate for more information about the changes.  You may want to consider the changes if you’re thinking of changing investment options. 


The investment returns featured below show how each of our investment options have performed over a range of timeframes. These returns apply to funds held in your accumulation account, unless you are a Telstra Super RetireAccess® member, in which case the returns apply to your income stream.

Detailed performance figures for the Diversified Income option are included at the bottom of the page. These show the breakdown between the growth and distribution components, as well as the total return

Diversified Income option (Accumulation)

Investment returns to 31 December 2016


Month Quarter FYTD
 12
months
3
Years
Growth return 2.53% 2.68% 4.09% 3.87% 3.02%
Distribution return 0.40% 1.23% 2.75% 4.47% 4.18%
Total return 2.92% 3.91% 6.84% 8.34% 7.20%

Diversified Income option (Telstra Super RetireAccess)

Investment returns to 31 December 2016


Month Quarter FYTD
 12
months
3
Years
Growth return 2.93% 2.72% 4.55% 4.76% 3.20%
Distribution return 0.46% 1.44% 3.22% 5.28% 4.90%
Total return 3.39% 4.16% 7.77% 10.04% 8.10%

 

Market update

For a detailed overview of how investment markets, both domestically and overseas, have been tracking over the last month, check out our monthly market update.