TTR performance

Find out how your transition to retirement investment option is performing over the short and long term, or view performance for our full range of investment options. You can also view weekly unit prices.

Media Super publishes monthly investment performance to help our members understand how their Transition to Retirement account is performing.

When you're looking at performance figures, it's important to remember that superannuation is a long-term investment. Even when you retire, your money could still be invested for several decades.

Financial markets can fluctuate and short-term losses do happen; so you need to to consider the performance of the option over five to 10 years, not just the last month or even a single year.

If you have any questions about investment performance or you're considering making an investment switch, please call the Helpline on 1800 640 886.

Important information

Investment performance is calculated monthly for each investment option, based on the returns achieved by the underlying investments of the particular option. These returns are net of investment fees and the indirect cost ratio only and do not reflect the administration fees.

Three month figures expressed above are based on the cumulative monthly performance over the past three full calendar months.

Financial Year To Date (FYTD) figures are based on cumulative monthly returns since 1 July in the current financial year. A FYTD figure will only be shown for options where investments were made before 1 July of the current financial year.

Annualised figures are based on the cumulative monthly returns since the commencement of the option, adjusted to reflect the average per year performance over the life of the option. Historical returns before 1 July 2008 are based on former Print Super investment returns. Annualised returns for each option that commenced after 1 July 2014 will be unavailable until a full 12 month return period has elapsed since investments were made in the option.

Investment returns are not guaranteed and past performance gives no indication of future returns.

Your individual rate of return for each financial year depends on factors including the timing of transactions, any investment switches you have made and the actual mix of options that make up your account. Please refer to your statement for earnings applicable to your account.

Note: Performance figures are not available for the Direct Investment option as returns are dependent on each member’s investment choices within the option. For more detailed information on the Direct Investment option, read the Direct Investment Guide.

Each investment option which commenced after 1 July 2014 will have a unit price of 1.00000 until money is invested in that option. For more information, please read the Investment Guide.