Investment Performance Graph
The Investment Performance Graph is an industry-leading tool which lets you see how Telstra Super’s suite of investment options have performed on a monthly basis, dating back to when the options first commenced. The tool also lets you display these performance figures on a colour-coded graph and compare them against the industry average (SuperRatings median index)*.
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.
To help demonstrate how external events can impact investment returns, you can elect to display some significant events such as the Global Financial Crisis within your chosen time period. The Investment Performance Simulator also lets you recreate different investment scenarios to see how well your investment has performed over a specific period of time.
Telstra Super's MySuper arrangement, consisting of MySuper Growth, MySuper Balanced and MySuper Conservative is not displayed separately in the Investment Performance Graph. To graph MySuper Growth, MySuper Balanced or MySuper Conservative, please select/view the Growth option, Balanced option or Conservative option respectively below.
Personal / Corporate members
Click and drag on the timeline to view a shorter time period
Investment Performance Simulator
Look at how a combination of investment options have performed over time.
Once you’ve set your historical timeframe above (by selecting a date in time and nominating how far back from this date you would like to see),
move the sliders below to allocate your investment across the options. The total must equal 100%. Depending on inception date,
investment option may not be available for the selected date range. Monthly investment returns are updated as soon as available
Investment total: 0%
Investment Performance Table
Want to stay up-to-date on investment returns and what’s happening in the market?
A guided walk-through will show you how to take full advantage of the Investment Performance Graph and Investment Performance Simulator. To view this walkthrough please click here.
To find out how unit prices are determined and how they are applied to your account, visit How unit prices work.
To see how domestic and international investment markets have been tracking on a monthly basis, check out our regular market update.
Send us your feedback
We would love to hear what you think about our new Investment Performance Graph. Send us your feedback.
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.
* Survey median returns are sourced from the SuperRatings Fund Crediting Rate Survey. Survey medians for all options are net of investment fees, tax and implicit asset-based administration fees. Explicit fees such as fixed dollar administration fees, exit fees, contribution fees and switching fees are excluded. Telstra Super’s Diversified Income option does not fit the standard definitions included within the SuperRatings Fund Crediting Rate Survey. As such, no industry comparison figures are currently available. For more information see http://www.superratings.com.au.
Past performance is not a reliable indicator of future performance.
Depending on inception date, investment returns may not be available for the selected date range.
The Investment Performance Simulator estimates represent what the amount entered would have been had it been invested during the specified time period and in the investment option(s) selected. The estimates do not take into account any inflows or outflows including but not limited to contributions, withdrawals, contributions tax, insurance premiums or fees.
The accumulation investment returns are net of indirect investment costs and investment taxes but before the deduction of any applicable administration fee, indirect administration cost or rebate. Further details.
The Telstra Super RetireAccess investment returns are net of indirect investment costs but before the deduction of any applicable indirect administration cost, administration fee or rebate. Further details.
The investment returns shown above for the Growth, Balanced and Conservative options (which form stages of Telstra Super’s MySuper arrangement) are different to those appearing in the MySuper Product Dashboard, which are displayed net of administration fees, indirect administration costs, indirect investment costs and investment taxes (refer to the MySuper Product Dashboard for more information).
This website contains general advice, not taking into account your objectives, financial situation or needs. Before acting on this advice you should determine if it is appropriate for you. Before acquiring a product, first read its Product Disclosure Statement.