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Finance Investment, General News

TelstraSuper announces 12.67% return for its MySuper Growth investment option

TelstraSuper 3 mins read

 

Media release

Monday 13 January, 2025

 

TelstraSuper announces 12.67% return for its MySuper Growth investment option

Profit-to-member super fund TelstraSuper today announced that its MySuper Growth Investment Option earned 12.67%, net of investment fees and taxes, for the calendar year to 31 December 2024. This option applies to all members below age 50 who do not make an investment choice.

TelstraSuper Chief Investment Officer, Graeme Miller said the strong performance of share markets around the world, particularly in the US, was a key factor in delivering two years of double digit returns for members of the Fund’s Growth option.

“Our members in the MySuper Growth option generally have long investment horizons and can therefore potentially benefit from a greater allocation to growth assets, such as shares. This approach is designed to build long-term wealth during the early accumulation years that will compound over the longer term. The past two years have contributed positively towards this long-term objective.”  

In October 2023, TelstraSuper adjusted its Lifecycle arrangement, lifting the transition age for members moving from MySuper Growth to MySuper Balanced from age 45 to 50.   At the same time, the transition age for members in the Fund’s Balanced option was lifted from age 60 to age 65 when members are automatically moved to the Fund’s MySuper Moderate option. The changes were made to maximise growth potential for longer, while maintaining a well-considered balance of risk and return as members age.

Mr Miller emphasised that TelstraSuper’s Lifecycle Strategy carefully balances risk and return for members of all ages. “As members approach retirement, their investments are transitioned to more defensive options, providing greater protection against market downturns and improving capital preservation.”

At the same time as changing its Lifecycle arrangement, TelstraSuper introduced a new High Growth investment option tailored for members seeking higher long term returns who are comfortable with high levels of fluctuations in returns, particularly over the short term. This option, which has a high exposure to shares and a tilt towards technology and venture capital-type investments, has continued to deliver strong returns, well in excess of its objective, earning 15.35% for the calendar year 2024, net of investment fees and taxes. 

For the year to 31 December 2024, TelstraSuper’s MySuper Balanced investment option (which applies to members between age 50 and 65) earned 10.49%; the MySuper Moderate option (which applies to members between age 65 and 70) earned 8.67%; and the MySuper Conservative option (which applies to members above age 70) earned 5.94%. Over the same 12-month period, TelstraSuper RetireAccess members earned 12.55% for Lifestyle Growth; 11.04% for Lifestyle Balanced; 8.93% for Lifestyle Moderate and 5.94% for Lifestyle Conservative. All returns are net of investment fees and taxes.

For further information please contact:

TelstraSuper Corporate Affairs Manager and Public Relations Manager, Sarah Goodwin, 0401 769 296 | Sarah.goodwin@telstrasuper.com.au

TelstraSuper Corporate Affairs and Public Relations Consultant, Janet de Silva, 0448 000 499 | Janet.desilva@telstrasuper.com.au

 

Past performance is not a reliable indicator of future performance. Any general advice has been prepared without taking into account your objectives, financial situation or needs. Before you act on any general advice, you should consider whether it is appropriate to your individual circumstances. Before making any decision, you should obtain and read the relevant Product Disclosure Statement and Target Market Determination or call us on 1300 033 166 for copies of these documents. You may wish to consult an adviser before you make any decisions relating to your financial affairs. To speak with an Adviser from TelstraSuper Financial Planning call 1300 033 166.

About TelstraSuper: TelstraSuper is an award winning profit-to-member super fund that anyone can join. We support our members to grow and protect their retirement savings with competitive fees, and a leading member experience. Learn more at telstrasuper.com.au

 

 

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