Transition to retirement income account investment performance
The graph below shows the growth of an initial investment of $1,000 over a period of time based on the movements in unit prices, which are net of fees. Past performance is not a reliable indicator of future performance.
Select an option to view the performance on the graph
You may also be interested in the current unit prices for all the Transition to retirement income account investment options.
Other accounts - Investment performance
If you have other Sunsuper accounts, you can check their past investment performance and unit prices here:
Read our quarterly investment report for in depth information on our investment options.
Monitor your investments
To keep up-to-date on how your investments are performing, you can do the following:
- Read your Annual statement.
- Check your Income account balance regularly with Member Online.
- Check that your investment choice is appropriate to your circumstances.
- Read the updates on the economy and other relevant content we send you and post on the website.
- Take the time to learn about your investments.
Remember, short term fluctuations are normal - it's long term performance that matters most.
The graphic illustration shown above is based on exit unit prices for the investment option selected and an initial investment of $1,000 invested at the applicable entry unit price. Unit prices are net of Indirect investment costs.
Past investment performance is not a reliable indicator of future performance. Returns may vary considerably over time.
Each investment option has a different performance objective, risk profile, asset allocation and investment style which may also change from time to time. Each of theses features may be significant in respect of the investment return for any option.
More detailed information on Indirect investment costs and the characteristics for each investment option is available in the Sunsuper for life Investment guide [8.5MB].
This graphic illustration is provided for general information purposes only and is not to be relied on for the purposes of making a decision in relation to a financial product and is not a substitute for professional advice. Before making a decision, you should consider obtaining advice from an Australian financial services licensee.
The information contained in this illustration is given in good faith. While all reasonable care has been taken in producing this information, Sunsuper does not warrant the accuracy or completeness of this information and will not be held responsible for any loss suffered as a result of relying on this information.
Unit pricing error compensation
Sunsuper has put in place comprehensive controls in order to minimise the chance of unit pricing errors. Should the unlikely circumstance of an error occur and Sunsuper determines that compensation is payable to members that have been adversely affected, we aim to ensure existing Sunsuper members are in the same financial position as if the error did not occur. For exited members, only amounts $20 or greater will be compensated. Sunsuper’s policy is in line with industry standards and regulatory guidelines.